Nov
25
November 25, 2025 | Comments Off on Client Administration Assistant | WFH | Day | Weekends Off
Deliver Accuracy That Powers Global Investments Our client is a privately owned, diversified financial services provider renowned for delivering expert solutions across investments, superannuation, taxation, real estate, and finance. They have built a respected position in the industry through decades of experience, exceptional client service, and innovative strategies. Their team combines expertise, integrity, and a client-focused approach, consistently helping clients achieve financial success. Joining their team offers exposure to a dynamic, global-facing environment and the opportunity to contribute to a trusted, high-performing organization.
Role Snapshot Be part of our client's team as a
Client Administration Assistant, where you play a key role in keeping global client operations seamless. You will manage applications, track client documents, organize files, and handle communications, ensuring accuracy, efficiency, and a smooth workflow that supports the success of international investments.
Career Overview Employment type: Full Time
Shift: Day Shift, Weekends Off
Work setup: Work From Home
Perks & Benefits of Your Global Career
Competitive Salary Package
Permanent WFH arrangement
HMO coverage with free dependent upon regularization
Prime office location in Makati (Easy access to MRT stations, restaurants, and banks)
Fixed weekends off
Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
Unlimited upskilling through Emapta Academy courses (Want to know more? Visit https://bit.ly/EmaptaTrainingCalendar)
Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more!)
Unlimited opportunities for employee referral incentives across the organization
Standard government and Emapta benefits
Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
Fun engagement activities for employees
Mentorship and exposure to global leaders and teams
Career growth opportunities
Diverse and supportive work environment
What We're Looking For
Minimum of 3 years' experience in administration, receptionist, or office support (professional services experience highly regarded but not essential)
Strong attention to detail and accuracy in data entry and document handling
Confident using Microsoft Office (Outlook, Word, Excel) and cloud-based systems
Comfortable learning new software (e.g., CRMs, document portals, e-signing tools)
Excellent written and verbal communication skills
Strong organizational skills with the ability to juggle multiple tasks and deadlines
Personal Attributes
Reliable, proactive, and willing to "own" tasks through to completion
Customer-focused with a friendly, professional manner in all client interactions
Able to work both independently and as part of a small team
Discreet and trustworthy with confidential information
Open to feedback and keen to improve processes over time
Your Daily Impact Application Preparation & Data Entry
Assist with completing application forms and templates (e.g., service providers, product applications, internal forms)
Enter client information accurately into online portals, CRMs, and document templates
Check applications for completeness and consistency before sending for review or signing
Prepare supporting documents required for applications (IDs, statements, reports, etc.)
Chasing Clients for Documents & Information
Send follow-up emails to clients requesting outstanding documents or information
Track what has been requested versus what has been received
Maintain a simple register or checklist of outstanding items for each client
Escalate delays to relevant team members where deadlines may be impacted
Document Management & Folder Creation
Create and maintain electronic client folders in accordance with firm procedures
Save and file documents to the correct folder using standard naming conventions
Ensure signed documents, statements, and correspondence are stored promptly and accurately
Email & Inbox Management
Monitor shared inboxes (e.g., info@…, setups@…, admin@…) and allocate emails to the correct person or team
Draft and send basic email responses using templates or guidance from senior staff
Flag urgent emails and ensure time-sensitive items are brought to the attention of the appropriate person
Keep inboxes tidy by filing, categorizing, or archiving emails in line with internal processes
General Administration Support
Prepare basic letters, covering emails, and checklists
Assist with follow-up on signatures (e.g., e-signing platforms) and confirm completion
Update client records and notes in CRM or practice management systems
Support the team with ad-hoc admin tasks as required
Welcome to Emapta Philippines! Join a team that values camaraderie, excellence, and growth. Recognized as
one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. Work with global clients across industries, supported by a solid foundation and professionals passionate about making an impact. We empower your success with opportunities for both personal and professional development in an inclusive environment. Apply now and be part of the
#EmaptaEra!