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Administrative Assistant for a Financial Company in the US (Home Based Full Time)

Manila, National Capital Region ·  More than 30 days

Virtual Coworker

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13 reviews
  • Description

  • Client Information:

    The Company provides best-in-class investment solutions to financial experts and investors. They are committed to improving investor outcomes and the firm was founded on the single premise that everyone should have access to high-quality investment opportunities and independent expert advice.


    • Manage business and personal calendar for meetings, events, and travel

    • Coordinate business and personal travel plans including airfare, hotels, car rentals, and restaurant/activity reservations

    • Coordinate communications by taking calls, responding to emails, and interfacing with contacts

    • Support certain members of executive team with scheduling and planning of meetings, committee meetings, ad-hoc appointments

    • Schedule and coordinate meetings and see them through calendar invite, reminder emails, and calling in to make sure all parties have arrived

    • Meticulously manage calendar to ensure all meetings are started on time and all attendees are present

    • Prepare and organize materials for presentations and meetings

    • Maintain itineraries and agendas for all meetings, conferences, and travel

    • Other ad-hoc tasks that may be assigned

    Must Haves:

    • At least 2 years of experience in a similar role

    • Advanced Microsoft Word and PowerPoint skills

    • Proficient understanding of Microsoft Excel

    • Strong understanding of Microsoft Outlook

    • Superior organization skills

    • Outstanding multi-tasking skills and ability to prioritize urgent tasks

    • Ability to communicate professionally and confidentially via phone, email, or other correspondence

    • Excellent listening, interpersonal, written/verbal communication skills

    Nice to Haves:

    Experience with RingCentral Meetings and DocuSign

    Work Schedule: 8:00am - 5:00pm Pacific Standard Time

    Home Office Requirements:

    Please only apply for this role if you have the following home office requirements:

    · Perfectly working headset and webcam

    · Stable internet connection of at least 5 Mbps

    · Up to date computer system with a minimum of Windows 8 or Mac OS X

    · Quiet room with no distractions or background noises

    · A backup plan if the power goes out or if your internet connection becomes unstable during your shift

    Only applicants meeting the strict criteria above will be contacted.

  • Requirements

  • Minimum education level: Bachelor´s Degree
  • 2 years of experience
  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No
  • People with disabilities: Yes

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Job summary

  • Administrative Assistant for a Financial Company in the US (Home Based Full Time)

  • Manila, National Capital Region

  • Company

    Virtual Coworker
  • Type of contract


  • Work type

    Home Based

  • Apply