Job Description
Schedule: 6:00AM-3:00PM PHT
What are we looking for?
What We're Looking For
Strong organizational and time-management skills, with excellent attention to detail.
Experience in financial services administration, client service, or executive support.
Exposure to compliance administration, file reviews, or ongoing fee arrangements.
Excellent written communication and Microsoft Office skills.
What You'll Do
Maintain client review dates and assist with compliance file reviews to ensure accuracy and completeness.
Support administration of ongoing fee arrangements, consent renewals and service delivery tracking.
Assist advisers with client queries, advice documentation, and implementation of recommendations.
Manage information flow, trackers, and workflow tools efficiently.
Provide general administrative support and collaborate with offshore administration teams.
Optional: Assist with basic bookkeeping, reconciliations, or invoice preparation (training p...
What are we looking for?
What We're Looking For
Strong organizational and time-management skills, with excellent attention to detail.
Experience in financial services administration, client service, or executive support.
Exposure to compliance administration, file reviews, or ongoing fee arrangements.
Excellent written communication and Microsoft Office skills.
What You'll Do
Maintain client review dates and assist with compliance file reviews to ensure accuracy and completeness.
Support administration of ongoing fee arrangements, consent renewals and service delivery tracking.
Assist advisers with client queries, advice documentation, and implementation of recommendations.
Manage information flow, trackers, and workflow tools efficiently.
Provide general administrative support and collaborate with offshore administration teams.
Optional: Assist with basic bookkeeping, reconciliations, or invoice preparation (training p...
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