This role is exclusive to Filipino citizens only. We are seeking a highly motivated and detail-oriented individual to join our team as an Associate Operations Officer for our Australian-based client. In this role, you will play a key role in supporting the day-to-day operations of our client's firm and ensuring the smooth functioning of the business processes.
Job Highlights
- Better lifestyle opportunities! Permanent work from home setup.
- Excellent pay and bonus scheme (conditions apply)
- Work with top Australian Companies and develop your skills!
About the Role
Our client specializes in financial product design, structuring, and distribution. We serve as a fixed-income product specialist for investors and non-bank wealth advisors. They design and structure investment products for wholesale investors and financial advisers. They work with the world’s top investment banks, brokers, and custody service providers.
Responsibilities and Duties of Associate Operations Officer include but are not limited to:
- Provide administrative and operational support to various departments such as Operations, Client/Adviser Support, and Data Management;
- Perform account opening and ongoing maintenance including preparation of relevant forms and/or documents, creating client profiles in the system, lodging applications, etc.;
- Handle clients’ requests and inquiries related to their account, maintenance, and reporting;
- Process data entry into the internal product database and service log sheets;
- Assist with basic finance and payroll-related tasks;
- Collaborate with internal and external service providers, and stakeholders to get work done;
- Additional tasks and projects assigned by the Company from time to time;
- Ensure all practices, procedures and regulations are adhered to in performing daily tasks/duties;
- Follow and obey all reasonable and lawful directions given by the Company.
What can we offer you for all your hard work?
- Annual Performance Bonus and Salary Increase
- 13th month pay.
- Extended Annual Leave
- Health card/HMO
Employer Questions
Your application will include the following questions:
- What's your expected monthly basic salary?
- How would you rate your English language skills?
- How many years' experience do you have as an Operations Associate?
- Do you have customer service experience?
- Which of the following accounting software are you experienced with?
*Interested applicants from NCR, Calabarzon and Cebu are welcome to apply!
Qualifications & Required Skills
- Bachelor's degree in finance, business administration or a related field.
- Minimum of 2-3 years work experience in operations and client support in finance, bank or wealth management is preferred.
- Proficient in reading, writing and speaking in English.
- Competent in computer, Microsoft Office applications (Word, Excel, PowerPoint)
- Strong attention to detail and accuracy.
- Must be self-motivated, capable of working under pressure, and able to meet deadlines.
- Ability to work independently and as part of a team.
- Familiar with XERO is beneficial.
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