Senior Business Support Specialist

1 week ago

Morong, Philippines beBeeInvestor Full time ₱900,000 - ₱1,200,000
Job Overview

At our organization, we are currently in search of a meticulous and proactive professional to join our team. This role will involve delivering exceptional business support that enhances client satisfaction. The successful candidate will be responsible for streamlining operations and elevating service delivery to address the diverse needs of our clients.

This is an exciting opportunity for a collaborative team player with a proactive attitude, skilled in building positive relationships with colleagues and stakeholders. The ideal candidate will have excellent multitasking abilities, capable of managing competing deadlines, and enthusiasm about learning and tackling new challenges.

Responsibilities
  • Reviewing and processing of all KYC / AML / CDD related information of our clients' new investors in our system (Mantra).
  • Ensuring that all KYC / AML / CDD related information of the existing investors is up to date, including periodic checks and risk assessments.
  • Communicating with colleagues and clients via email and telephone about the files you are handling.
  • Assisting with all screenings of our databases.
  • Assisting with all required reporting (FATCA, CRS, Proof of Information).
  • Setting up and reviewing new investors in Mantra.
  • Processing investor transactions and generating contract notes and investor statements.
  • Mentoring junior team members and assisting the Team leader.
Ideal experiences and competencies
  • Bachelor's degree in Business, Finance, Accounting, or a related field.
  • Proven experience in a senior role with a strong background in team oversight, training, and coaching.
  • Expertise in Anti-Money Laundering (AML) and Know-Your-Customer (KYC) regulations.
  • Familiarity with alternative investment funds and a thorough understanding of open-end and closed-end fund structures are highly beneficial.
  • Experience in Transfer Agency, specifically Subscription and Redemption Processing, is a significant advantage.
  • A collaborative team player with a proactive attitude, skilled in building positive relationships with colleagues and stakeholders.
  • Strong client-focused mindset with a commitment to adhering to internal policies and procedures.
  • Excellent multitasking abilities, capable of managing competing deadlines, and enthusiastic about learning and tackling new challenges.
  • Fluent in English, with the ability to communicate complex ideas clearly and effectively.
Benefits
  • HMO coverage starting on your first day, along with one complimentary dependent coverage after regularization.
  • Life Insurance coverage effective from day one.
  • Enjoy 15 pro-rated leave credits from the hire date, increasing to 20 pro-rated after two years of service.
Work Setup
  • Hybrid work arrangement (2 days of work from home, 3 days on-site)
  • Regular PH business hours (Monday to Friday, 9am to 6pm) with flexibility to work EU hours

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