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
Preparing the application form…