Senior Wealth Administrator

Grow Wealth, Grow Balance - Build a Career That Values Both

Make an impact in the world of finance while keeping your personal life in perfect harmony. Here, your expertise helps shape financial success stories-and your weekends remain yours to enjoy.

Join a team that believes professional excellence shouldn't come at the expense of personal balance. In this opportunity, you'll thrive in a supportive environment that prioritizes well-being, steady growth, and career fulfillment. Achieve more in your financial career while enjoying the freedom to focus on what matters most outside of work.

Job Description

As a Senior Wealth Administrator, you'll support advisers and clients by ensuring smooth execution of financial planning processes. From document preparation to compliance, reporting, and coordination with stakeholders, your efficiency and precision will help sustain top-tier financial service delivery.

Job Overview

Employment type: Full-time

Shift: Day Shift, Weekends Off

Work setup: Onsite, Makati

Exciting Perks Await

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Prime office location in Makati (Easy access to MRT stations, restaurants, and banks)
• Day shift schedule
• Fixed weekends off
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit )
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

The Qualifications We Seek

• At least 3 years of relevant experience.

IT / Software Skills

• Proficient in Microsoft Excel and Word.
• Knowledge of relevant Financial Planning Software (Mason Stevens, Macquarie, Xplan, and third-party insurance & investment platforms).

Core Competencies

• A Trusted Advisor: valuable, accessible, and supportive.
• A Communicator: clear, concise, and influential.
• Accountable: able to justify actions with transparency.
• A Leader: driven by vision and purpose.
• An Initiator: proactive and opportunity-driven.
• Commercial: financially aware and risk-conscious.
• Professional: diligent, ethical, and improvement-focused.
• Personable: approachable, responsive, and friendly.
• Reliable: consistent and dependable.
• Innovative: creative and solution-oriented.

Key Competencies

• Demonstrates professionalism through patience, respect, and responsibility.
• Strong written and verbal communication skills; excellent spelling and grammar.
• Follows instructions effectively while balancing initiative and supervision.
• Action-oriented and self-driven.
• Maintains high-quality standards and attention to detail.
• Strong analytical, judgment, and problem-solving skills.

Your Daily Tasks

Technical (60% of time)

• Collaborate with Advisers & Associates to prepare agendas, meeting packs, and review documents.
• Prepare Advice Documents for Advisers.
• Assist the Wealth Team with implementation of Advice Documents.
• Maintain accurate client records in Xplan.
• Support compliance procedures, including documentation checks, KYC validation, and audit trails.
• Liaise with investment platform providers, custodians, administrators, and other third parties to gather research and information.
• Coordinate timely delivery of data and documentation for reporting and planning.
• Report to the Wealth Team on foreseeable workflow disruptions (e.g., staff capacity, information requirements, critical job stoppages).

Process Management / Administration (15% of time)

• Complete standard and additional administrative tasks as instructed, on time and accurately.
• Record daily timesheets for assigned tasks.
• Support other team members as needed.
• Keep HLB Wealth Team members updated on job progress via Microsoft Teams or email.

Self-Management (15% of time)

• Manage workload effectively to meet performance goals.
• Clarify job requirements, deadlines, and priorities.
• Provide progress updates and request needed information proactively.

Self-Development (10% of time)

• Attend required training and self-educate using firm resources.
• Participate actively in team meetings.
• Apply new knowledge to enhance performance and efficiency.

About the Client

Our client, HLB Mann Judd, is a reputable Australian accounting and wealth management firm dedicated to delivering tailored financial planning and advisory services. Known for its excellence in compliance, investment management, and client relations, the firm empowers individuals and businesses to achieve sustainable financial growth through expert strategy and care.

Welcome to Emapta Philippines

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. Work with global clients across industries, supported by a stable foundation and like-minded professionals passionate about making an impact. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #EmaptaEra