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General/Admin VA (Philippines-based)

About the role

Hours: 120-140 Hours per month General/Admin VA (Financial Services & Wealth Management) Singapore-based Client Singapore Working Hours Job Scope & Responsibilities: Administrative Support: Handle day-to-day admin tasks, data entry, document preparation, and general back-office support. Email & Calendar Management: Organise emails, manage calendars, schedule and confirm meetings and appointments. Document Management: Organise digital files, maintain folders, check documents for completeness, and track missing information. CRM & Data Management: Update client databases, CRM records, Excel/Google Sheets, and maintain accurate records. Client Coordination: Assist with client onboarding, follow-ups, reminders, and basic administrative enquiries. Quotations & Forms: Prepare quotations, forms, and other documents using approved templates and instructions. Follow-ups: Follow up on pending documents, applications, payments, appointments, and other outstanding matters. Meeting Support: Coordinate Zoom/Google Meet meetings, prepare agendas, and send reminders. Reporting: Provide daily updates on completed tasks, pending items, follow-ups, and upcoming meetings. General Support: Assist with research, reports, online admin, scheduling, and other reasonable administrative tasks as required. Other relevant tasks as needed

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