Customer Services Admin (Financial)

Responsibilities

Administration Support

• Collaboration with other members of the team to ensure that all onboarding paperwork and presentation materials are completed in a professional, client appropriate and timely manner

• Assist with the creation and maintenance of ongoing reporting requirements for the Tax, Accounting, Consulting and Superannuation team

External Client Support Work

• On-boarding and maintenance of clients including preparation of new client agreements and other applications

• Create electronic workpaper management projects

Teamwork

• Proactively support team members as required

Data Management

• Maintain data entry requirements by following procedures and processes

Compliance and Values

• Act in accordance with  Group’s Values

• Actively execute all activities in an honest, compliant and trustworthy manner

• Assist in special projects including internal reviews and system improvements

Requirements

• Certificate in Office Administration or tertiary qualifications in Finance desirable

• Minimum 2 years’ experience in an administration role

• Must be ok to work on site in Ortigas Pasig and Cubao

• Amenable to work in any shift

• Can start ASAP