dayshift Administrative support specialist (temp wfh)Philippine Space Agency (PhilSA)

CLIENT SERVICES Work for our global clients and immerse in our rich and diverse company culture where you can thrive, grow and just be aweSOme! Apply now and discover the Satellite Office Candidate Experience - recognized as one of BEST among BPO com CLIENT SERVICES Work for our global clients and immerse in our rich and diverse company culture where you can thrive, grow and just be aweSOme! Apply now and discover the Satellite Office Candidate Experience - recognized as one of BEST among BPO companies worldwide. WHAT IS A CLIENT SERVICES Our awesome client, a leading financial company based in Australia is looking for a Cient Services to be part of their Administration team. WHAT WILL BE YOUR MAIN RESPONSIBILITIES Implementations Implement Statement of Advice (SOA) recommendations Action buy/sell instructions Complete Manage Discretionary Account (MDA) transactions and file notes Maintain client data in Xplan Action withdrawals and rebalances Complete rollover and account closure Handle client enquires (walk-ins, email and phone) Manage Term Deposits - place term deposits, circulate current rates and maturities to Advisers Participate in client meetings where required Process insurance lodgments and follow up outstanding requirements Process account amendments with product providers Complete Pension setups, payments and payment checks Complete client forms g. Beneficiary Nomination Assist with the set-up of Self-Managed Super Funds (SMSF) Prepare simple advice documents g. execution only, term deposit letters, Record of Advice (ROA) Prepare and send Implementation letters Client Services Meet and greet all clients and other visitors to the office Ensure office is clean and presentable at all times Action incoming mail received Provide technical support for meeting room setup and pack down as required Monitor generic group email addresses and action emails as appropriate Answer phones / maintain voicemails / assist with inter-office overflow Prepare and action monthly review, FDS/Opt-In lists Prepare and send advice and other related documents Prepare and send FDS and Opt-In Renewal Notices Produce reporting for Advisers - pre review meeting, quarterly and ad-hoc Manage client/Adviser diaries and other bookings Maintain client data in group systems Create invoices as requested, maintain clients paying via credit card and monitor outstanding invoices Manage client withdrawals Complete client application forms and other (non-advice) form lodgements Follow up outstanding client authorities Produce other correspondence as required Assist with the handling of Insurance claims Monitor and action overdue task lists WHAT ARE WE LOOKING FOR Minimum 2 years' experience in financial services, within implementation of advice Minimum 2 years' administrative experience within a client facing service environment Intermediate to advanced Microsoft Office skills (Word, Excel and Outlook)
Monster

Philippines
Permanent
Full-time