We are seeking Trustee Administration Support to manage trust accounts, assist with documentation, and ensure compliance with regulatory standards. Apply now!
Job Summary
Receive promising perks and rewards- Experience travel opportunities
Get recognized for what you do
- Achieve work-life balance
Improve exponentially with enhanced learning
Responsibilities
- External Client Support Work
Streamline Inbox Management Review and distribute application requests and inquiries from beneficiaries of trusts.
- Customer Service Respond to email enquiries from beneficiaries of trusts regarding their Policy balances and Application status.
Application Processing Process applications for distributions under administered , ensuring efficient and compliant delivery of exceptional client service within trustee services.
Maintain accurate and complete data by following established procedures and processes for data entry.
Ensure that the daily deliverables of the team are met.
- Proactively support team members as required
Comply with policies and procedures at all times
- Actively execute all activities in an honest, compliant and trustworthy manner
Strong attention to detail and accuracy, takes pride in doing a job well, able to show initiative, understands a sense of urgency and delivers on commitments- Exemplary organizational skills and an ability to juggle multiple projects effectively whilst remaining calm under pressure
Can run to tight deadlines and liaise with other team members to ensure team adherence to delivery dates
Client Focus - Builds strong internal and external client relationships and delivers client-centric solutions and value adding services to continually raise the client experience
- Problem Solving - Applies knowledge of approaches, tools, techniques to recognize, anticipate and resolve operational or process problems, and client problems
Collaborates - Builds and maintains authentic, strategic partnerships with others to build expertise and capacity to achieve shared objectives- Ensures Accountability - Holds self and others accountable to deliver quality outcomes and honours commitments
Communicates Effectively - Uses various communication styles and channels in a compelling, engaging and inclusive way where the message is easily understood and successfully acted upon
- Driving Results - Drives superior results by planning and monitoring, evaluating and reporting performance against goals and objectives
Continuous Improvement - Creates and promotes new and better ways for our organization to be successful- Risk Management - Applies knowledge and application of processes, tools and techniques for assessing and controlling our organization's exposure to risks of various kinds
Requirements
- OTHER SKILL SPECIFICATIONS:
Bachelor in Office Administration or tertiary qualifications in Finance are desirable Strong attention to detail and accuracy, takes pride in doing a job well, able to show initiative, understands a sense of urgency and delivers on commitments- Exemplary organisational skills and an ability to juggle multiple projects effectively whilst remaining calm under pressure
Can run to tight deadlines and liaise with other team members to ensure team adherence to delivery dates
- Team player and proactive in assisting the team, shows control and provides support when required.
Polished people skills including a professional telephone manner and ability to interact positively, appropriately and professionally with colleagues, clients and external contacts at all levels.- Mature, discreet and demonstrates sound judgement
Amenable to work on site
Willing to work in any shift
Job Type: Full-time
Pay: Php40,- 00 - Php50,000.00 per month
Benefits: - Health insurance
Opportunities for promotion
Pay raise- Promotion to permanent employee
Schedule:Supplemental Pay:
13th month salary
