Client Experience Assistant (Remote Work)
Job Title: Client Experience Assistant
Job Type: Full-Time
Location: Remote
Department: Client Experience
Country: Philippines Residence Only
We are seeking a detail-oriented and highly organized Administrative Assistant to support our team in various tasks including ID verification, credit checks, property title searches and appraisals, and maintaining accurate records. The ideal candidate will also assist with filing documents, performing data entry, conducting conflict checks, and ensuring updates are made to our CRM systems, HubSpot and Salesforce. This position plays a vital role in ensuring smooth operations and compliance across multiple areas.
- ID Verification:
- Perform identity verification checks to ensure the accuracy and legitimacy of client and customer details.
- Credit Checks:
- Conduct and review credit checks to assess the financial standing of potential clients or tenants.
- Property Title Searches and Appraisals:
- Carry out property title searches to ensure ownership accuracy and assist in property appraisal processes.
- Filing Documents:
- Organise, store, and manage both digital and physical documents in accordance with company policies and procedures.
- Data Entry:
- Enter and maintain accurate data in various systems, ensuring it is updated in real time.
- Conflict Checks:
- Conduct thorough conflict checks to ensure that no conflicts of interest arise with clients or parties involved in transactions.
- CRM Updates (HubSpot & Salesforce):
- Update HubSpot and Salesforce CRM systems by changing statuses, leaving notes, and marking the completion of ID verification and credit checks.
- Proven experience in an administrative role or similar capacity
- Strong organizational and time-management skills
- Excellent attention to detail and accuracy
- Proficiency with Google Workspace
- Experience with CRM platforms such as HubSpot and Salesforce (preferred)
- Strong written and verbal communication skills
- Ability to handle confidential information with discretion
- Remote