Finance & Operations Coordinator

4 days ago

Metro Manila Philippines Buscojobs Full time

Finance Operations Coordinator - Marikina

Company: Avaloq

Writing the future. Together.

Avaloq is a value driven, fast-paced financial technology and services company and we are committed to developing the banking solutions of tomorrow.

Job Description

Your Team

The overall aim and target of this function is to secure the customer and prospect’s operational stability and improve the service level satisfaction. The team is well positioned to support the Key Account Manager and Sales Manager operationally, thus allowing them to focus on building relationships with the prospect/ client and identifying sales and upselling opportunities.

  • You will be part of a commercial team managing client relationships and new business developments activities in the region.
  • You will be working in a support team of four, one being the team lead.

Your mission

  • Support the sales team in drafting and processing contracts according to internal standards.
  • Be Clients and Account Managers’ SPOC for financial and billing topics and provide supporting document where necessary.
  • Keep clients’ annual recurring fee due up to date and ensure correct invoicing of all projects & services provided based on known contracts.
  • Management of client and partner invoicing and receivables.
  • Support sales team in the preparation of presentations, documentation and assist them for meetings, events with clients/prospects and related follow-ups.
  • Support the sales team in maintaining account plans and the creation of presentations to both internal and external stakeholders.
  • Ensuring data accuracy within management reporting systems. To then be able to extract the data and transfer it into a presentable format for the various stakeholders.
  • Responsible for documentation administration within the team.
  • Support the team lead with the induction and training of new joiners to the team.
  • Support Regional Sales organisation in logistics, documentation, and execution of meetings.

Qualifications

  • A Bachelor’s degree or equivalent
  • At least 2 years of experience within a support/operation/receivable function.
  • Advanced Microsoft suite skills, in-particular Excel, Word and Power Point.
  • Ability to multitask and manage changes to the working day at short notice.
  • Team player ready to backup and takeover from other colleagues when needed
  • Adaptable and approachable with ability to work well with all levels of seniority, both internally and externally to Avaloq.
  • Ability to handle difficult and complex situations calmly and confidently.
  • Forward thinking - always striving for ways to improve the department and develop in the role / team.
  • Personable - enjoys networking and creating new relationships.
  • Proactive - will always go above and beyond the “standard” job specification, to better themselves and the team.
  • Highly organised - has an eye for detail when it comes to diary and workload management.
  • Fluent in English

You will get extra points for the following

  • Knowledge and experience in the wealth management industry

Note : This description retains the original information but has been reformatted for clarity and compliance with allowed HTML tags. No content has been added or altered beyond structure and tag usage.

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