Flexible Client Onboarding & Compliance Specialist

Bentleys Australia and New Zealand; Philippines; On-site; PHP 360,000 - 540,000; Full time

Benefits offered by this job

20-day leave credits

Bonus leave - 5 days per fiscal year

HMO on hire for you and dependent

Service recognition bonus

Onsite training perks: staff accomod.

Flexible working arrangement

End of trip facilities in building

Job summary

Bentleys Australia and New Zealand is seeking a Team Assistant to provide administrative and operational support to the Client Experience team in the Philippines. You will assist with client onboarding, ASIC administration, compliance activities and documentation management, ensuring procedures are followed for a high-quality client experience.

The role involves handling correspondence, preparing engagement and ethical letters, maintaining records, and coordinating with regulators.

Qualifications

• 1-2 years of administration, client support, customer service, or back-office operations.
• Experience supporting Australian or international clients in a professional services or shared services environment.
• Experience in client onboarding, compliance, AML, corporate administration, document verification, or regulatory support.

Responsibilities

• Managing correspondence with clients and other external and internal parties
• Processing ASIC annual company statements
• Arranging the establishment of client entities and ASIC business administration
• Drafting engagement letter, ethical letter, and implementation plan
• Electronic filing and collation of documents related to client onboarding
• Setting up electronic corporate registers and trust registers related to client onboarding
• Linking and updating client information with ASIC and other regulatory bodies, including preparing and lodging forms
• Making and receiving phone calls from clients and internal and external parties related to onboarding matters
• Preparing and updating client group structure charts
• Conducting ID verification, client due diligence for AML & non-AML clients
• Other foregoing tasks as may be assigned by the Employer/Client
• Completing checklists and following processes accurately and efficiently
• Ad hoc administrative duties as required, including supporting staff in all areas of Bentleys when needed

Skills

Administrative skills

English communication

Attention to detail

Organizational skills

Job description

Bentleys Australia and New Zealand is seeking a Team Assistant to provide administrative and operational support to the Client Experience team in the Philippines. You will assist with client onboarding, ASIC administration, compliance activities and documentation management, ensuring procedures are followed for a high-quality client experience.

The role involves handling correspondence, preparing engagement and ethical letters, maintaining records, and coordinating with regulators.