Onboarding Administrator

Schedule: Monday - Friday (6:00 AM - 3:00 PM PHT)
What are we looking for?
The purpose of this role is to provide critical support to new brokers, guiding them through the entire onboarding process. You will be responsible for creating a smooth, positive, and efficient first experience for all new brokers and members. You will play a vital part in minimizing the time it takes for a broker to complete their onboarding and achieve productivity.

Skills Required

• A minimum of 2 years of experience in a customer service or administration role within a fast-paced, challenging environment.
• Strong written and verbal communication skills.
• An outstanding customer service orientation.

What will you do?
As the Onboarding Administrator, you will be the first point of contact for new brokers. Your responsibilities will include:

• Broker Support & Communication:

○ Provide exceptional customer service through regular follow-ups, check-ins, and query support via phone and email.

○ Liaise with internal teams like PMs and Broker Success Teams to ensure the onboarding process is efficient.

• Administration & Documentation:

○ Assist brokers with the completion of their application documents by collecting, checking, and uploading all required paperwork.

○ Prepare key documents, such as agreements and loan writer appointment letters.

○ Support brokers with their accreditations to ensure their packs are completed accurately.

○ Act as an Authorized Representative for BLSSA appointments.

• Data, Reporting & Process Improvement:

○ Maintain strong data management by updating internal databases and tracking sheets.

○ Provide reporting and feedback on onboarding pipelines to the recruitment team.

○ Work with the Team Leader to continually improve processes.

• Lifecycle Management:

○ Participate in wider business and onboarding projects as required.

Join the awesome team and enjoy these benefits & perks:
Benefits

• Available Work Set up: Work from Home
• Competitive salary package and annual performance review, monthly rewards and recognition program.
• Access to knowledge base tools, resource center and training library.
• HMO Coverage up to 2 free dependents (Medical, Dental and Group Life insurance) on Day 1
• Mandatory Government Benefits and 13th Month Pay
• Leave credits and convertible to cash of unused sick leave, paid quarterly.
• Access to Emergency and Bereavement Leave

Financial Perks

• Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
• Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.

Work-Life Integration And Perks

• WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
• Regular company-wide events, engagement activities, and a culture that values work-life balance
• Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
• Cafeteria with affordable food concessionaire partners.
• Complimentary coffee and ice cream every day.
• Sleeping Quarters and Shower rooms for comfort and convenience.

Prime Location

• Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila

JOIN CONNECTOS NOW
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

An exciting opportunity to work with largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers.

Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.