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Financial Operations Associate

3 weeks ago

Makati City, National Capital Region, Philippines Polytechnic University of the Philippines Full time
About the Financial Operations Role

Polytechnic University of the Philippines is seeking an experienced Financial Operations Associate to support our Treasury department. In this role, you will be responsible for managing various financial operations tasks, including coordinating transactions, verifying information, and ensuring compliance with relevant regulations.

We are looking for a highly organized and detail-oriented individual with strong analytical skills and excellent communication abilities. If you are a motivated and results-driven professional with a passion for finance and administration, we encourage you to apply.

Responsibilities and Duties
  1. Coordinate Financial Operations: Manage various financial operations tasks, including coordinating transactions, verifying information, and ensuring compliance with relevant regulations.
  2. Verify Transaction Information: Verify and confirm transaction details, including client account transfers and securities maturities.
  3. Manage New Client Onboarding: Handle new client processing, digitize Customer Due Diligence requirements, and manage IFMS system for placements, borrowings, or investments.
  4. Ensure Accuracy and Compliance: Ensure accuracy of Trading Orders and oversee distribution, coordinating corrections as needed.