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Training and Marketing Professionals Inc.
Wealth Management Admin - Hybrid Work Setup
3 months ago
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Important information
Contract type:
Permanent
Location:
Taguig, Metro Manila, Philippines
Work mode:
Onsite
Published on:
7 August 2026
What they need
- The personnel will work with each WM Operations (Ops) Manager on the clerical and administrative tasks related to:
- Updating WM Policies and Procedures Manuals (PPMs) to ensure that each aspect of the customer journey is covered
- Updating WM Know; edge Management System (KMS) docs to ensure that each aspect of the customer journey is covered
- Organizing all WM Ops related files (e.g. PPMs, KMS, Root Cause Analyses) in a shared drive
- Creating updated product decks including front-end screens and back-end processes in its day-to-day function
- Maintaining a product health dashboard that shows uptime/downtimes and CX tickets daily
- Creating an Ops onboarding module/checklist
- Maintaining the WM Ops issues, SFTP, and comms tracker
- Bachelors Degree in Business Management, Financial Management, Accounting Information System, Accounting or any related course.
- Proven experience in Technical writing, Product training, Creating informative and attractive visuals or related field
- Previous experience preferably in the fintech or software industry.
- Anti-Money Laundering or Know Your Client background a plus.
- Strong analytical, time management and problem-solving skills.
- Detail-oriented with excellent organizational abilities
- Proficient using the following tools and applications: MS Office Tools (Excel: Pivot & VLOOKUP), & Google Apps (Shared Drive, Sheets, Docs etc.,)
- Willing to work BGC, Taguig (CAN START ASAP!)
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