Investment Specialist

5 hours ago


Quezon City, National Capital Region, Philippines Mobility Group Full time ₱250,000 - ₱300,000 per year

Core Responsibilities

a. Handle daily banking transactions related to investment placements

b. Prepare Payment Request Form (PRF) for new placements to facilitate cheque

preparation

c. Prepare Letters of Instruction (LOI) for:

o New placements

o Roll-over of placements

o Termination of placements

d. Maintain accurate and up-to-date records for all investment transactions thru MIA System

e. Maintain updated Master list of the company

f. Shall collect and secure complete reports from all accountable departments required to

submit on the given schedule

g. Cheque recording and releasing custody

h. Reports directly to the Finance Manager

2 Reporting and Monitoring

Prepare weekly reports

3 System Management and Coordination

bManage and monitor the Petty Cash Fund for Bank Liaison.

c. Ensure clear and complete instructions are provided to the Bank Liaison for all

transactions.

d. Perform other related duties as assigned by the Finance Manager or CEO.

Job Type: Full-time

Pay: Php25, Php30,000.00 per month

Benefits:

  • Opportunities for promotion
  • Pay raise
  • Promotion to permanent employee

Work Location: In person



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