Sales and Operations Officer

1 day ago

Makati City, National Capital Region, Philippines Affinity Capital Corporation Full time $104,000 - $130,878 per year

Job Summary: The Sales and Operations Officer will oversee the entire order fulfillment process for the company's mutual fund and unit investment trust fund transactions, ensuring that all transactions are processed accurately and settled on time. This role involves coordinating with various departments, fund providers, and maintaining accurate records. The ideal candidate will have strong organizational skills, excellent communication abilities, and a background in financial services operations.

Key Responsibilities:

  • Order Processing: Manage the entire order fulfillment process from order receipt to delivery.
  • Coordination: Coordinate with customers, banks, fund partners, and internal departments to ensure timely settlement of mutual fund orders.
  • Inventory Management: Maintain accurate records of all transactions and client positions.
  • Advisory Tracking: Monitor and track advisories and trade confirmation to ensure on-time delivery.
  • Issue Resolution: Resolve any issues or discrepancies related to orders and settlements.
  • Customer Service: Provide first-line response to address customer inquiries and concerns.
  • Process Improvement: Implement and maintain efficient fulfillment processes and procedures.
  • Performance Analysis: Analyze and report on fulfillment performance metrics.
  • Compliance: Ensure compliance with all relevant regulations and standards.
  • Relationship Management: Develop and maintain strong relationships with clients, fund partners, and distribution channels.
  • Training: Onboards and Trains CISOLs and inhouse sales employees. Can be assigned to do licensure reviews as well
  • Quality Control: Ensure the accuracy and quality of transactions.
  • Reporting: Prepare and present regular reports on fulfillment activities.
  • Strategy Development: Assist in the development and implementation of fulfillment strategies.
  • Industry Awareness: Stay up-to-date with industry trends and best practices.

Qualifications:

  • Bachelor's degree in Finance, Business, or a related field.
  • Minimum of 3 years of experience in fulfillment, customer service, or a similar role.
  • Strong understanding of financial transaction processes.
  • Excellent organizational and time management skills.
  • Ability to work under pressure and meet tight deadlines.
  • Strong problem-solving and analytical skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in relevant tools.

Job Type: Full-time

Experience:

  • Customer service: 3 years (Preferred)
  • Financial Services: 3 years (Preferred)

Work Location: In person

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