Salary: P40,000 – P70,000 (Monthly Package)

Schedule: Monday - Friday (3:00 PM – 12:00 AM EST)

What are we looking for?

Skills Required:

• At least 2+ years of experience on a similar role with background in banking or finance.
• Knowledgeable in Microsoft CRM.
• Excellent communication skills.

Nice to Have:

• Experience working for US clients.

What will you do?

• Contact and respond to team member requests for statements, investment performance, cash distributions and performance reports or the team.
• Process and follow up on operational duties linked to new accounts, transfers, risk management, and transactions.
• Breakout State Tax Returns from Federal Tax Returns.
• Fill in tracking sheet for tax returns.
• Assist with Billing.
• Cost basis reconciliation.
• Maintain tracking sheet for calendar of meetings and managing and scheduling meetings.
• Establish, develop, maintain and update client files.
• Maintain an accurate and up-to-date data in Microsoft CRM and other internal systems.
• Perform other related duties as assigned.

Join the awesome team and enjoy these benefits & perks:

• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client, an American Financial Services company with over 39 years of expertise in delivering investment, financial advisory, and wealth management services, is gearing up to grow its team. They have delivered client-centric planning and sophisticated investment advice for the past four decades and is dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.

#ConnectOS #ConnectOSCareers #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

IMPORTANT: OPEN TO FILIPINO CITIZENS WHO ARE CURRENTLY RESIDING IN THE PHILIPPINES

Position: Business Development Manager

Working hours: Monday - Friday, 8 AM - 4 PM GMT / 4 PM - 12 MN PH Time

Holiday/s: PH Holiday + 10 days paid leave

Salary Range: $1,200 - 1,800/month (can be up to $2,000 for exceptional candidates)

About the company:

The company is a tool safety company focusing on compliance with a range of products for both the distribution and end-user markets.

Part of our growth plans includes a full range of projected safety lighting for use in production and industrial facilities across the UK to reduce the accidents that occur within warehouses and on sites where forklifts and people share the same space.

The decision-makers for purchasing such solutions are normally the Health and safety director or the operations director.

Duties and responsibilities:

• Conduct market research to identify suitable target customers
• Contact them by telephone to introduce the company/products.
• Build and nurture strong relationships with key decision-makers in the industry, manufacturing storage, and distribution industries.
• Actively prospect, pitch, and warm up leads for the senior consultants to take forward
• following a site consultation you will produce the quotation and monitor all followup
• Prepare and deliver persuasive sales presentations, proposals, and contract negotiations tailored to the needs of clients.
• Track and analyze market trends, competitor activities, and customer feedback to identify opportunities for innovation and improvement.
• Collaborate with the customer success team to ensure a smooth onboarding process and ongoing support for educational clients.

• Bachelor's degree in Business Administration, Education, or a related field.
• An MBA (Master of Business Administration) is a plus.
• Proven track record (5+ years) of success in business development or sales.
• Proficient in using CRM software (Hubspot preferred) and other sales productivity tools.
• Excellent English-speaking communication, negotiation, and interpersonal skills with the ability to engage with customers effectively.
• Passion for safety and a deep understanding of the challenges and opportunities in the industrial sector.
• Self-motivated with a proactive and results-oriented mindset.
• Ability to work independently as well as collaboratively in a team environment.
• Exceptional organizational and time management skills with the ability to prioritize tasks effectively.

10 days paid leave + PH Holiday

LOOKING FOR FILIPINO OR PHILIPPINE-BASED CANDIDATES!!

Position:  Project Manager - Admin Assistant

Working Schedule:  Mondays to Fridays, 9:00 AM - 5:00 PM CST | 11:00 PM - 7:00 AM PHT
Salary Range:  $900 - 1500 / Monthly 

ABOUT THE ROLE:

We are seeking a highly organized and detail-oriented Project Manager to join our team and support our operational staff in managing and executing projects efficiently. The ideal candidate will play a crucial role in enhancing communication, organizing project information, and assisting in various administrative tasks.

RESPONSIBILITIES:

• Collaboration: Collaborate with various departments to facilitate effective communication and workflow.
• Project Communication: Receive and manage all project-level communication to ensure an additional layer of checks and balances.
• Scheduling: Efficiently manage and coordinate schedules, appointments, and meetings for executives and team members. Process scheduling for all team members on a central calendar so all team members may have visibility, including organizing project-specific recurring meetings and team meetings. Assist with scheduling for the executive leadership team on all meetings, business travel, and coordination on individual ELT calendars.
• Project Tracking: Support project management activities, including tracking timelines, deadlines, and deliverables. Communicate with respective project managers on upcoming deadlines and deliverables to ensure we are on time and within budget.
• File Organization: Assist in organizing and maintaining files, documents, and other records. Make recommendations to improve organization & guide team members on how/where to find project material. Organize all project information into respective DropBoxes, ShareFiles, and Monday Folders for easy reference by the entire team. Organize company and project-specific records for the executive team.
• Executive Support: Maintain individual folders for executive team members, providing seamless access to relevant information.
• PR/Marketing Assistance: Assist the CEO in PR and marketing efforts to contribute to the overall success of our projects.
• Inbound Inquiries: Handle and respond to inbound inquiries promptly and professionally.
• Meeting Support: Act as a scribe during team meetings to ensure comprehensive documentation of discussions and completion of action items.

Minimum Requirements:

QUALIFICATIONS:

• At least 2-3 years of experience in the role
• Good to Excellent communication skills both written and verbal.
• Proficient in office productivity tools (e.g. Google Workspace, Zoom, Microsoft 365, etc.)
• Knowledge in using Dropbox, Monday.com, ShareFiles, and any other project management tools.
• Someone who embodies values and demonstrates resilience, confidence, and initiative.
• Tech-savvy with the ability to work with digital tools, communication platforms, and project management tools. 
• An individual prepared to take on various roles and effectively manage extra responsibilities.

DEVICE / CONNECTIVITY REQUIREMENTS:

• At least 50mbps internet speed

LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES

Are you a highly skilled and experienced Business Development Specialist? Then we want you!

We need someone who can take on the primary role of scheduling appointments for our firm and play a crucial role in assisting the administrative and service teams. Your primary objective is to consistently fill the schedules of our three advisors with qualified appointments. With your expertise, you'll schedule face-to-face appointments based on qualified leads and seminar overflow. You'll also respond to each lead from various sources in a timely manner and handle follow-up with our Tier 1 clients.

Don't miss your chance to be a part of our team. Apply now and be the driving force behind our success!

Position: Business Development Specialist

Working Hours: Monday to Friday, 9 am - 5:30 pm EST, with a 30-minute lunch break

Monthly Salary: Up to 1,500 USD/mo (Depending on the interview result and client’s approval)

Holiday: TBC

About the Company:

An independent financial services firm helping individuals create retirement strategies using investments and insurance products.

Responsibilities:

DAILY:

• Set qualified appointments to fill Advisors' calendars
• Call, schedule, and follow up with prospects for appointments from seminars and events
• Record notes from every prospective client conversation in the Redtail database
• Call qualified Tier 1 clients to “check-in” to ensure they are happy and well-served
• Follow the script for all call scenarios
• Input prospects and keep database/CRM program up-to-date
• When necessary, help assist in the Preparation of the Client Experience for prospect/client meetings, greet and welcome guests
• Guide clients in the appropriate direction when they call in or make requests: keep them happy
• Pre-qualify leads signed up to attend seminars

WEEKLY:

• Manage and follow up with all radio leads using scripts and workflow processes established
• Workshop callbacks for those who are interested in attending an upcoming event

MONTHLY:

• Attend and Service Seminar/Workshops as needed: set up, appt scheduling, and mingle with prospects to help answer questions and promote AFG
• Attend client events as needed and get to know our clients

• Prior Sales and Telemarketing experience is a must. Sales: 1 year (Preferred); Client Relationship: 1 year (Preferred)
• Ability to motivate prospects to set appointments, prioritize projects, pay attention to detail, and demonstrate persistence.
• The individual should possess excellent communication skills, proficiency in phone skills, and a command of the English language and grammar.
• Ability to learn new software quickly, industry knowledge, and a desire to build relationships with clients and people.
• The individual must be highly organized, adaptable to changes, and a team player.