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Client Services Financial Administrator

1 month ago

Manila, National Capital Region, Philippines OFFSHORE BUSINESS PROCESSING INC. Full time
Client Services Financial Administrator
35,000.00 - 40,000.00
Apply Now

Do you have a certificate in Office Administration or tertiary qualifications in Finance? Join OBP as a Client Services Financial Administrator. Apply now

Job 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
Responsibilities

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

Technical Requirements:

  • 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.
  • Client Focus - Builds strong internal and external client relationships and delivers client-centric solutions and value adding services to continually raise the client experience.

Other Skill Specifications:

  • 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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