Client Financial Administrator
2 weeks ago
On-site - Pasig 1-3 Yrs Exp Bachelor Full-time
Job DescriptionEmployee Recognition and RewardsAnnual Appraisal, Employee of the Month Award, Employee Recognition Program, Incentives
Government Mandated BenefitsInsurance Health & WellnessHMO
Professional DevelopmentJob Training, Professional Development
Maternity & Paternity Leave, Parental Leave, Solo Parent Leave, Vacation Leave
DescriptionJob Summary- HMO on Day 1
- Receive promising perks and rewards
- Experience travel opportunities
- Get recognized for what you do
- Achieve work-life balance
- Improve exponentially with enhanced learning
Client Specific Tasks:
Area of Focus
Administration Support
- Collaboration with other members of the team to ensure that all onboarding paperwork and presentation materials are completed in a professional, client appropriate and timely manner.
- Use a variety of mediums to effectively communicate with team members, as appropriate, i.e. face-to-face, email, telephone, mail
- Document production and formatting
External Client Support Work
- Onboarding and maintenance of clients including preparation of new client agreements and other applications.
- Processing cash payments and receipts
Teamwork
- Ensure that the daily deliverables are met.
- Proactively support team members as required.
- Work efficiently with the internal Operations team ensuring all processes and deadlines are followed accordingly.
Data Management
- Maintain data entry procedures and processes.
- Verify entered client information to ensure data integrity.
Compliance and Values
- Comply with client's policies and procedures at all times
- Act in accordance with Values
- Actively execute all activities in an honest, compliant and trustworthy manner
- Respect and maintain confidentiality of client information at all times
- Report any issues relating to compliance and risk management to the Director
- Assist in special projects.
- Certificate in Office Administration or tertiary qualifications in Finance desirable
- Minimum 2 years' experience in an administration role
- Strong attention to detail and accuracy, takes pride in doing a job well, able to show initiative, understands a sense of urgency and delivers on commitments.
- Excellent verbal, written and interpersonal communication skills.
- Exemplary organizational skills and an ability to juggle multiple projects effectively whilst remaining calm under pressure.
- Can run to tight deadlines and liaise with other team members to ensure team adherence to delivery dates.
- Team player and proactive in assisting the team, shows control and provides support when required.
- Polished people skills including a professional telephone manner and ability to interact positively, appropriately and professionally with colleagues, clients and external contacts at all levels.
- Mature, discreet and demonstrates sound judgement.
- Ability to work on a shifting schedule.
- Ability to work on site Ortigas / Cubao site.
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