Admin Assistant - xplan/asicTOA Global

TOA Global Company At TOA Global, we know exactly how to provide a great work environment and how important our employees are in serving our clients. Be part of our global team and discover why our workplace is where you should be! 100% dedicated to TOA Global Company At TOA Global, we know exactly how to provide a great work environment and how important our employees are in serving our clients. Be part of our global team and discover why our workplace is where you should be! 100% dedicated to servicing the financial services industry, TOA Global has been providing talented and skilled offshore staff to firms across Australia, New Zealand, and North America since 2013. TOA Global has become one of the largest employers of accountants and bookkeepers in the Philippines and is a proud equal opportunity employer, with a strong mission to make an impact in the community through our volunteerism and commitment to corporate social responsibility (CSR). We provide great salaries, work-life balance, unlimited training, internationally accredited development programs, awesome staff perks and benefits, and a values-centric environment where you will thrive. Job Description Prepare application forms (managed funds, Macquarie, Netwealth etc.) Set up new clients in Xplan Prepare Add forms for new clients in APS Archive/cancel clients Manage change of contact details (internal databases & with external providers) File statements etc. received via email and update information in Xplan as required Assist with change of advisor requests (internal databases & external providers) Assist with database maintenance and various projects as required Sound like you Then read on! Raise your hand if any - or all - of these are included in your next-career checklist: Great salary package HMO on Day 1 Annual Performance Review Tenure Recognition Program Free and unlimited trainings 20 Service Incentive Leaves Birthday leave for regular employees Work life balance Career development and overall workplace happiness Location: Clark Freeport Zone, Pampanga Work Arrangement: Work onsite Schedule 7am - 4pm
Monster

Philippines
Permanent
Full-time