D2B

Financial Services

ExecutiveAssistant

$70–80k Metro Manila, Metro Manila, Philippines FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Executive Assistant at D2B. Skills: Process management, Cross-functional coordination, Vendor/stakeholder management, Operational metrics. Monitor day-to-day operations. Report on performance”

What You'll Achieve.

Streamline daily operations to ensure efficiency and adherence to budget across all departments; Optimise turnaround times and customer experience; Ensure that they adhere to standard operating procedures of PPHL; Manage & Control the Review process to ensure client longevity; Ensuring the Companies practices are in line with regulatory requirements; Implementing changes to meet regulatory guidelines

Industry & Context.

Financial Services
Problems you'll solve

Solve problems and improvise as needed

What They're Looking For.

Must Have

Minimum of 3–5 years of experience as an Executive Assistant, Operations Coordinator, or Senior Broker Support Specialist, Exceptional verbal and written English communication skills, Proven capability in creating and optimizing business workflows, checklists, and standardized procedures, Superb time-management skills, Ability to manage multiple files, Track tight application timelines, Work productively in a fully remote environment, Prior experience or willingness to work in an environment utilizing Time Doctor for productivity management

Nice to Have

Direct experience using mortgage industry CRM tools (specifically MYCRM), Direct experience using secure document collection platforms (specifically File Invite), Comfort with basic digital troubleshooting, Quick learning curve when adopting new cloud-based office tools, Comfort handling numbers, Data verification, Basic financial or commission reconciliations

What You'll Do.

Monitor day-to-day operations

Report on performance

Recommend actionable improvements

Innovate business processes

Optimise turnaround times

Optimise customer experience

Create Procedure and Protocols

Communicate and coordinate with employees

Coordinate with stake holders

Manage the Onboarding

Adhere to standard operating procedures

Maintain Client relations

Perform administrative tasks

Schedule meetings for senior Broker team

Book conferences with clients & Banks

Reconciliation of monthly commissions reports

Manage & Control file ownership

Manage & Control the Review process

Oversee “Post Settlement client enquiries

Manage & Control Broker Email

Proactive approach to innovation

Proactive approach to business efficiency

Coordinate and send initial hello pack

Server & MYCRM folders

Issue Credit Consent & privacy statement

Review Workflows & team capability

Set up document collection portal

Collate received documentation

Label & file supporting documentation

Track & collect outstanding documents

Review documents for accuracy

Manage workflows of application timeline

Perform basic IT troubleshooting

Provide support in general business operations

Provide support in project management tasks

Action HR Admin Payroll tasks

Carry out any other ad hoc tasks

Document collection & Consent follow up

Anticipate the needs of the Managing Director

Ensuring the Companies practices are in line with regulatory requirements

Maintaining a current knowledge of changes to regulatory requirements

Implementing changes to meet regulatory guidelines

Execute verification of compliance standards

How You'll Work.

Team & Collaboration

Communicate and coordinate with employees (including Management team); Coordinate with stake holders; Guide new employees; Manage & Control the Review process to ensure client longevity; Oversee “Post Settlement client enquiries; Manage & Control Broker Email; Review Workflows & team capability to assign deals; Perform basic IT troubleshooting to assist team members; Provide support in general business operations & project management tasks; Carry out any other ad hoc tasks as required to support the team & business goals; Try to anticipate the needs of the Managing Director and any other direct supervisor where applicable

Communication Scope

Exceptional verbal and written English communication skills; Polished corporate tone suitable for high-level stakeholder and client management

Process & Methodology

Project management tasks

Full Job Description

**Position** : Mortgage Broker Assistant **Salary** : PHP 70,000 - 80,000 per month **Working Hours & Conditions**: Aligned with Australian hours; full-time (remote) **Holidays** : AU Holidays **OVERVIEW** : The client knows that sensible processes are at the heart of a successful workflow. We’re searching for a driven individual who can help us streamline daily operations to ensure efficiency and adherence to budget across all departments. The **Executive Assistant/Operations** should be comfortable communicating with people throughout the organization, able to solve problems and improvise as needed, and adept at estimating and managing time for a variety of tasks. The ideal candidate is a natural coordinator who has a strong sense of big picture objectives and a sharp eye for detail. **RESPONSIBILITIES** : * Monitor day-to-day operations, report on performance, recommend actionable improvements when necessary. * Innovate business processes to optimise turnaround times and customer experience. * Create Procedure and Protocols (such as checklists, workflows, and procedures) and Distribute to Staff: * Communicate and coordinate with employees (including Management team) and stake holders * Manage the Onboarding and guide new employees to ensure that they adhere to standard operating procedures of PPHL. * Maintain Client relations and perform a variety of administrative tasks including but not limited to: Scheduling appointments, responding to client emails, and prioritising applications on behalf of the Para broking team. * Schedule meetings for senior Broker team and book conferences with clients & Banks as needed. * Reconciliation of monthly commissions reports and budgeting. * Manage & Control file ownership of applications. * Manage & Control the Review process to ensure client longevity. * Oversee “Post Settlement client enquiries. * Manage & Control Broker Email * Proactive approach to innovation and business efficiency * Lending Operational Duties: * Coordinat

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