Client Service & Compliance Assistant (AU Wealt...
Schedule: 6:00AM-3:00PM PHTWhat are we looking for?reputed company’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 reputed company Office skills.
- 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 reputed company, trackers, and workflow tools reputed company.
- reputed company general administrative support and collaborate with offshore administration teams.
- Optional: Assist with basic bookkeeping, reconciliations, or invoice preparation (training provided).
- Work from Home (Day shift)
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Complimentary Sleeping Quarters, Coffee at no cost
- Complimentary Office Fitness and Wellness Facilities at no cost
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA