Senior Fund Administrator - Financial

Gratitude Inc

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1 day ago

Senior Fund Administrator - Financial

5-6 Year(s)

Manila (Taguig)

Job Description

Key Skills

Detail oriented Time Management Wealth Management Analytical Thinking

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**Job title: Senior Fund Administrator - Financial**

Category: Digital Customer Experience

Work Set-up: Taguig (100% Onsite)

Work shift: Graveyard/Night shift

Salary range: Php 30,000 -33,000 + Joining Bonus

Parallel Job Titles: Investment Analyst, Wealth Operation Analyst, Fraud Analyst, KYC (Back Office/Processor)

Non-negotiables:

• Minimum of 2 years of experience in handling back Office supporting wealth management, insurance.

or 4 Years BPO Experience handling financial Account

• Availability: Willing to work onsite at McKinley Hill, Taguig and amenable to a graveyard shift.

Position Description:

The Senior Fund Administrator (Back Office - Financial) plays a critical role in providing high-quality, dependable service by efficiently processing and indexing client requests with a commitment to same-day completion. This role emphasizes precision and efficiency to enhance the client experience, ensuring every interaction aligns with our standards of service excellence. The ideal candidate will be proactive in maintaining high levels of quality, supporting our goal of delivering seamless and exceptional service to all clients.

Required qualifications to be successful in this role:

• College undergraduates and bachelor’s degree holders (and/or higher educational attainment) are welcome to apply

• At least 4-year relevant work experience handling a Financial back office account (e.g., banking, financial institutions, insurance, mortgage, loans)

• Preferably a solid background in back office work (i.e., processing, verifying, recording, and auditing document and transactions, following different work processes, navigating different tools, and maintaining accuracy and data integrity

• Preferably worked in a BPO, Shared Service, or similar industry

• Amenable to work on a graveyard shift and 100% onsite in McKinley, Taguig

Skills:

• Transaction Processing – Proficiency in executing and managing varied transactions using standard procedures with a high degree of accuracy.

• Attention to Detail – Strong ability to review and verify documents, identify discrepancies, and ensure completeness and compliance with established standards.

• Analytical Skills – Capacity to analyze moderately complex transactions, identify patterns, and resolve issues or escalate as necessary.

• Portfolio Management – Experience in managing large, sensitive accounts, with an understanding of how to handle specialized products or functional areas.

• Problem-Solving – Ability to identify issues within processes, conduct thorough research, and implement or recommend corrective actions.

• Communication Skills – Globally comprehensible communication skill to cater request from global clients.

• Time Management – Skill in managing multiple transactions and tasks efficiently to meet deadlines and service level agreements.

• Documentation and Record-Keeping – Expertise in maintaining accurate, up-to-date records of transactions to ensure data integrity and accessibility.

• Compliance and Regulatory Awareness – Familiarity with regulatory requirements and company policies, with a commitment to upholding these standards in all transactions.

Skills:

Analytical Thinking

Detail-oriented

Wealth Management

Role

Appeals Support Executive

Timings

Night Shift (Permanent)

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.

Mary Nkechi Linus

Recruiter - Gratitude Inc

NA, nigeria

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