Client Financial Administrator

2 weeks ago


Pasig, National Capital Region, Philippines Offshore Business Processing Full time

On-site - Pasig 1-3 Yrs Exp Bachelor Full-time

Job DescriptionEmployee Recognition and Rewards

Annual Appraisal, Employee of the Month Award, Employee Recognition Program, Incentives

Government Mandated BenefitsInsurance Health & Wellness

HMO

Professional Development

Job 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.
Requirements
  • 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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