Overview
General Administrator (Remote – Manila Based for Australian company) Jobs in Manila, National Capital Region, Philippines at Health & Finance Integrated
Title: General Administrator (Remote – Manila Based for Australian company)
Company: Health & Finance Integrated
Location: Manila, National Capital Region, Philippines
About HFI
Health & Finance Integrated (HFI) is an Australian-based financial advice firm that supports clients navigating life-changing events such as illness, injury, or disability. We provide clear, compassionate financial guidance, and we’re proud to be known for both our professionalism and empathy.
We are expanding our team and looking for a highly organised, proactive General Administrator based in the Philippines. This is a client-facing admin role, not claims processing — and it’s ideal for someone who enjoys helping people, thrives in a fast-paced environment, and is comfortable working with systems and processes.
Your Role: What You’ll Do
As our new General Administrator, you’ll be the first point of contact for many clients and the go-to support for our advisers. Your daily work will keep our client experience seamless and our practice efficient.
Key Responsibilities:
Welcome and onboard new clients – make outbound welcome calls and send onboarding packs.
Coordinate calendars and meetings – schedule financial advice appointments, reviews, and team huddles.
Prepare client review materials – generate summary reports, update financial snapshots, and assist with pre-meeting checklists.
Handle client queries – respond to email or phone requests and support follow-ups.
Organise team workflow – help maintain diaries, tasks, and follow-up trackers.
Maintain accurate CRM records – update notes and documents using Zoho and Microsoft tools.
Account keeping and ongoing fee monitoring.
✅ Who You Are
Well-spoken with a mild accent – able to confidently speak with Australian clients.
Excellent in written English – strong spelling, grammar, and tone when emailing or writing notes.
Calm and professional – especially when helping clients dealing with difficult life events.
Highly organised – loves checklists, systems, and staying two steps ahead.
Tech-savvy – confident using digital tools, email, calendars, and CRMs.
Self-managed – able to work from home reliably and independently.
Team player – loves being part of a caring, high-performing team.
Bonus: Experience in professional services, medical, legal, or finance admin roles is a plus
Tools You’ll Use
Zoho (CRM & Forms)
Microsoft 365 (Outlook, Excel, Word)
Zoom and cloud-based document systems
Full training in all systems and processes will be provided.
What We Offer
100% Work-from-Home Role
⏰ Set daytime hours – no rotating shifts
Full onboarding, training, and mentorship
Long-term role in a values-driven business
❤️ Make a real impact on people’s lives
How to Apply
Send your:
1. Updated resume, and
2. Short cover letter explaining why you’d be a great fit.
Applications open until 15/07/2025
