Offer summary

Qualifications:

3-5 years of experience as an Executive Assistant, Strong communication skills in English, both verbal and written, Exceptional attention to detail and ability to multitask, Familiarity with CRM systems and digital communication platforms..

Key responsibilities:

Manage scheduling and calendar for client appointments and team meetings

Provide concierge-level service to clients and assist with compliance documentation

Coordinate communication and troubleshoot phone system issues

Develop and maintain documentation of responsibilities and procedures.

Job description

Position Title: Senior Executive Assistant
Work Set-up: Work from Home
Schedule: 11:00 PM – 8:00 AM
Salary: Php 35,000 – Php 55,000

Our client began with a group of people who dreamt of building something completely new that partnered with companies to help them grow. They had the technology and the tools and the industry knowledge and, most of all, they had the technology and expertise in recruitment to make their partners successful.

JOB DESCRIPTION FOR A SENIOR EXECUTIVE ASSISTANT

Your Responsibilities as a Senior Executive Assistant would be:
Office Administrative Assistant
Scheduling & Calendar Management
Schedule all client appointments
Manage calendars for advisors, events, and office-wide scheduling
Coordinate and communicate team schedules, meetings, and availability
Serve as the point person for resolving office or scheduling issues
Review and filter appointments using Redtail & client service spreadsheet
Make reminder calls and texts to clients
Oversee appointment confirmations, agendas, and requests for planning data
Update the Meeting Process documentation as needed
Client & Administrative Support
Provide concierge-level service to top-tier clients, over the phone, and in writing
Maintain and update client profiles in Redtail
Go the extra mile—track client preferences, trusted contact etc.
Assist in compliance documentation such as Client Profile and Risk Tolerance
Oversee new client onboarding, ongoing service, client appreciation and events
Assist with planning and executing events:
Send invitations for events/webinars
Attend and support day-of logistics
Collect and act on client feedback to enhance service quality

Communication
Phone Support
Answer and direct incoming calls
Log all calls into Redtail
Maintain and train staff on phone scripts
Coordinate and troubleshoot phone system issues (GoTo)
Mail & Email Communication
Prepare client celebration cards (birthdays, special occasions)
Maintain and update email lists (Redtail & Outlook)
Manage list additions, deletions, updates
Segment and maintain client email groups (Redtail)
General Office Support
Log client checks
Manage incoming/outgoing mail and packages (USPS/UPS)
Coordinate outside vendors and service providers
Learn and support Schwab processes (paperwork, money movement, DocuSign)
Develop, document, and improve office procedures and systems
Encourage and implement feedback to improve internal processes and client service
Personal Development & Team Growth
Develop and maintain written documentation of all responsibilities and procedures
Maintain a daily task prioritization system "Top 6"
Lead by example in continuous learning and self-improvement
Pursuing at least one new professional learning opportunity each quarter
Share tips, tools, or training with the broader team to boost efficiency
Quarterly Challenge: Create or enhance 2 client-related processes
Semi-Annual Challenge: Complete a new learning or professional development course
Share newly acquired knowledge with the team (e.g., software tips, productivity shortcuts)

Qualifications as a Senior Executive Assistant :
3-5 years of experience as an Executive Assistant
Strong communication skills (both verbal and written) in English.
Exceptional attention to detail and ability to multitask.
Proactive, assertive, and capable of working independently with minimal supervision.
Familiarity with CRM systems and digital communication platforms.
Experience in administrative support roles, preferably in client-focused industries.
Demonstrates a high degree of professionalism, organization, and reliability.
A growth mindset with the willingness to take on new challenges and build new systems.

Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding and stimulating environment where work-like balance meets a commitment to foster growth.
Genuinely caring Leadership Team
Competitive salary package
Company-provided full set-up for desktop/laptop with a back-up internet
HMO on the first day of hire
15 Vacation Leaves and 5 Sick Leaves
Annual Performance Reviews
Unlimited Employee Referral Incentives
Employee Loan Facilities
Social Clubs and Interest Workshops
Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
Statutory Benefits: Maternity, Paternity and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays

About Boomering:

Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.

Providing equal opportunities and collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.
Website: www. boomering.ph
Career Portal: https://boomering.zohorecruit.com/jobs/Careers
Facebook and LinkedIn: Boomering Inc.; Boomering Careers

Salary: 35K - 55K

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