Investment Analyst
5 hours ago
Requirements:
- At least Highschool graduates
- 4 years of experience in handling a Financial back office account
- With investment experience is a big advantage.
- Okay to work in graveyard shift
- Can work on site 100%
Responsibilities:
- Uses standard procedures to carry out a variety of transactions and tasks.
- Handles a variety of transactions and/or reconciles them.
- Helps to route emails, documents, or other action items
- may communicate with clients and possess designated accounts or portfolios.
- Examines transactions and associated paperwork and confirms work methods to guarantee accuracy, completeness, and compliance with defined service standards and relevant rules and procedures.
- Keep thorough records of all transactions, making sure that all information is current and available for auditing or review.
- Preserve data integrity and account accuracy, keep an eye on account activity and proactively spot inconsistencies before taking corrective action.
- Assist with compliance initiatives by following all legal and corporate regulations and promptly informing management of any anomalies.
Recruitment process: (Online or Face to Face)
- Initial Interview
- Second Interview
- Final Interview
- Job Offer
Job Type: Full-time
Pay: Php30, Php35,000.00 per month
Work Location: In person
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