TEAM ADMINISTRATOR

6 days ago


Subic Bay Freeport Zone, Philippines DBA Global Full time ₱360,000 - ₱420,000 per year

Are you a detail-oriented administrator looking for a new challenge? Can you maintain accurate client data in Fin365, set up new prospect clients, and prepare executive summaries?

If your answer is yes, then WE WANT YOU

As a Team Administrator, your duties and responsibilities include:

  • Manage accurate client data in Fin365, ensuring all private wealth and insurance details are up to date and correcting any discrepancies.
  • Facilitate client onboarding process by setting up new prospects in Fin365.
  • Support client review meetings by preparing concise financial summaries and generating required documents.
  • Generate and process forms for ongoing adviser fees, policy cancellations, and replacements.
  • Analyze advice documents to produce the necessary forms for implementing recommended strategies.
  • Assist with tax packs for Self-Managed Superannuation Funds (SMSFs) and coordinate their delivery to the client's accountant.
  • Verify policy information by contacting insurance product providers and requesting policy rundowns for clients.
  • Ensure the correct settlement of asset trades and draft confirmation emails for clients.
  • Maintain and update Fin365 following client meetings and manage the admin team inbox, activating workflows as needed.
  • Identify and suggest process improvements to enhance team efficiency and assist with special projects and ad-hoc requests.

Qualifications:

  • Bachelor's degree in Accountancy, Financial Management, Business, Banking and Finance, and Economics or any equivalent.
  • Proficient in Microsoft Office Suite (Word, Excel) with the ability to learn new financial software quickly.
  • Exceptional attention to detail and strong analytical skills.
  • Proven ability to work independently and manage meet deadlines during busy season.
  • Excellent communication skills (written and verbal) and strong interpersonal abilities.
  • A proactive mindset with a focus on process improvement.
  • Prior knowledge of financial products, providers, or platforms is highly advantageous.
  • Willing to be assigned to Subic Bay Freeport Zone.

Job Types: Full-time, Permanent

Pay: Php30, Php35,000.00 per month

Benefits:

  • Additional leave
  • Company car
  • Company Christmas gift
  • Company events
  • Free parking
  • Health insurance
  • On-site parking
  • Opportunities for promotion
  • Paid training
  • Pay raise
  • Promotion to permanent employee

Ability to commute/relocate:

  • Subic Bay, Zambales: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Preferred)

Work Location: In person



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