Wealth Administrator

Position Title: Wealth Administrator

Salary Grade: 25,000 PHP a month

Reports To: Manager

Primary Relationships: Client Team

Date: May 2023

Schedule : 7AM to 4PM PHT

Responsibilities:

• Ensure the timely completion of assigned tasks related to client records, including data entry and documentation management
• Maintain direct contact with clients via email or phone, promptly addressing their inquiries and providing assistance as needed
• Coordinate oral and written communications, including drafting and proofreading client-related documents and correspondence
• Prepare quarterly client portfolio reports, ensuring accuracy and adherence to established guidelines
• Verify the accuracy of information contained in client reports, cross-referencing data and conducting quality checks
• Assist in the preparation of account applications and general account maintenance processes
• Support the portfolio rebalancing process, collaborating with relevant teams to ensure accuracy and efficiency
• Contribute to the completion of special projects, as assigned by management

Requirements:

• Previous office administration experience is required, with a demonstrated ability to handle multiple tasks and meet deadlines
• Excellent attention to detail, ensuring the accuracy and completeness of client records and reports
• Strong communication skills, with the ability to effectively interact with individuals at all levels of the organization
• Comfortable with general office operations, including electronic correspondence, filing, and utilizing Customer Relationship Management (CRM) systems
• Familiarity with contacting Australian superannuation and insurance companies is preferred
• Superb time management and organizational skills to handle multiple priorities and work effectively under pressure
• Graduation from a Business-related Administration course is required
• Preferably, 1-2 years of relevant experience in a similar role

COmpany Benefits:

• SSS, Philhealth, Pag-Ibig
• 13th Month Pay
• HMO and Life Insurance (AVEGA)
• Free Shuttle Service
• CO League - Monthly Company Activities
• CO Clubs
• CO Amenities Swimming Pool, Clinic and Kids zone
• CO Stars - Corporate Social Responsibility Involvement Scholarship Programs
• CO Academy - Training and Development Programs
• COolture Coach
• CO Gears
• Cool and Flexible Workplace
• Other Performance and Attendance Based Rewards
• Bereavement Leave
• Paternity Leave
• 7 days SOLO Parent Leave
• Magna Carta Leave
• Company Bank Loan