Description:

• Collaborate in the back office of finance.
• Comprehensive details on high-net-worth product lines, such as predicted capital gains, fund compensation, and market value comparisons.
• Oversee customer accounts by reviewing past transactions, spotting errors, and suggesting fixes.
• Take part in quality assessment by peers.
• To uphold superior quality and performance while maintaining excellent service standards.

Job Requirements:

• Bachelors Degree holder Business, Finance, Accounting, or a related field
• At least 2 years of experience in financial services, back-office operations, or fund administration
• Knowledge of mutual fund operations, investment products, and financial industry processes such as plan types, tax rules, and trade types (asset). is an advantage
• Can start as soon as possible
• Willing to work onsite in Taguig City