Senior Back Office Specialist (Financial)
Job Description
Key Skills
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Job Title: Senior Back Office Specialist (Financial)
Category: Digital Customer Experience
Location: Taguig
Work set up: Taguig (Onsite)
Salary: Php 45,000
Work schedule: Night Shift
Required Experience: 5+ years
PARALLEL JOB TITLES:
Senior Fund Accountant
Investment Operations Specialist
Fund Administration Specialist
Mutual Fund Operations Analyst
Financial Operations Specialist
Non-Negotiable:
• Minimum 5 years of progressive experience in financial services, back-office operations, fund administration, or investment operations.
• Advanced knowledge of mutual fund operations, investment products, and financial industry processes, including plan types, tax regulations, and trade processing workflows.
• Proven ability to interpret complex transactions, identify discrepancies, and resolve operational issues efficiently.
• Strong understanding of regulatory requirements, compliance standards, and internal control frameworks.
Your future duties and responsibilities:
• Lead the end-to-end review, validation, and processing of complex mutual fund transactions, ensuring the highest standards of accuracy, timeliness, and quality
• Ensure full compliance with internal policies, operational controls, regulatory standards, and audit requirements, proactively identifying and mitigating operational risks
• Oversee and maintain comprehensive, audit-ready documentation of transactions, reconciliations, and process controls
• Serve as an escalation point for complex transaction discrepancies, conducting root-cause analysis and driving effective resolution strategies
• Champion process improvement and automation initiatives to enhance operational efficiency, accuracy, scalability, and risk reduction
• Provide mentorship, coaching, and technical guidance to junior team members, supporting knowledge transfer and team development
• Partner closely with cross-functional stakeholders to deliver timely operational updates, risk reporting, and service excellence
Skills:
Analytical Thinking
Critical-To-Quality Auditing
Critical-To-Quality Auditing
Detail-oriented
English
Financial Management
Process coordination
Regulatory Risk-Management
Wealth Management
Pre-Screening Questions:
*How many years of experience do you have in financial services, back-office operations, fund administration, or investment operations?
*Do you have knowledge in mutual fund operations, investment products, and financial industry processes, including plan types, tax regulations, and trade processing workflows?
*Do you have a strong understanding of regulatory requirements, compliance standards, and internal control frameworks?
*How much is your last drawn salary?
*How much is your salary expectation?
*Are you amenable to work in Taguig with a night shift schedule?
Role
Account Manager
Timings
Night Shift (Contract To Hire)
Industry
BPO
Work Mode
Work from office
Process
Voice
Functional Area
ITES / BPO / Customer Service
Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.
Interview Tips
- Giving the VNA round?
- What are the most important skills you acquired as a Soft Skills/VNA trainer?
- How would you handle an irate customer?
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