Operations Specialist

2 days ago

Ortigas, Philippines COL Investment Management, Inc. Full time ₱250,000 - ₱500,000 per year

About the Company:

COL Financial is the Philippines' leading online stockbroker, offering access to both stocks and the country's top funds at COL has reached hundreds of thousands of people in its commitment to help Filipinos build wealth and achieve financial independence through investing.

Job Description:

  • Account opening and modification, manage client account setup and updates per guidelines.
  • Processing of client requests, handle and execute client instructions accurately and on time.
  • Trade and settlement processing, such process trades and ensure timely, accurate settlement.
  • Prepare and verify documents for accounts and transactions.
  • Coordinate with internal and external parties, work with teams and partners to ensure smooth operations.
  • Perform other related duties as assigned.

Requirements:

  • Attention to detail, strong mathematical aptitude
  • Ability to work under deadline or time pressure
  • Good problem-solving skills and escalation judgement
  • Excellent verbal and written communication skills
  • Process-oriented and able to follow guidelines
  • High proficiency of Excel (pivot tables, Vlookup/Xlookup)
  • Good understanding of Financial instruments, knowledge of trade lifecycle and processes (clearing, settlements, reconciliation, corporate actions) a clear advantage

Educational Background:

  • Bachelor's degree in Business or Financial Management preferred
  • 1-3 years of experience in a back-office, operations or settlement role in a financial institution preferred

Job Type: Full-time

Benefits:

  • Company events
  • Health insurance

Education:

  • Bachelor's (Required)

Location:

  • Ortigas (Preferred)

Work Location: In person

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