Fund Administrator Team Lead

Infinit-O; Pasay; On-site; PHP 360,000 - 600,000; Full time

Job summary

Infinit-O in Pasay City is seeking a customer-focused supervisor to support CFO service delivery for clients across finance, healthcare, and tech sectors. You will help prioritize client needs, oversee daily operations, and ensure high-quality service delivery.

With 3+ years in the field and 1-3 years in supervision, you will coach team members, manage multiple tasks, and contribute to process improvements. Join a values-driven company committed to DEI and sustainable growth.

Qualifications

• 3+ years experience in a relevant role.
• 1-3 years supervisory experience.
• Strong customer experience orientation.
• Highly organized with attention to detail.
• Able to explain technical concepts clearly.
• Proven ability to manage multiple projects

Responsibilities

• Prioritize client needs and scale CFO services.
• Handle capital calls and distributions.
• Prepare quarterly and annual financials.
• Provide data points to founders, VCs, LPs.
• Establish and track KPIs and procedures.
• Monitor processes and drive improvements for quality.
• Coach and train team members on tasks.
• Assist in hiring and training new staff.
• Provide regular reports to customers.

Skills

Customer service

Team leadership

Process improvement

Audit controls

Communication skills

Conflict resolution

Job description

Pasay City Central Post Office, Philippines | Posted on 09/22/2026

• State/Province National Capital Region (Manila)
• Country Philippines

About Us

Infinit-O is the trusted customer-centric and sustainable leader in Business Process Optimization for Small and Medium businesses in the Financial Services, Healthcare, and Technology sectors by delivering continuous improvement through technology, data, and people.
Infinit-O is the trusted, customer-centric, and sustainable leader in Business Process Optimization. We empower finance and healthcare organizations to thrive in a digital-first world by combining specialized industry expertise and innovative technology for 20 years.
We navigate complex industry landscapes to drive transformative outcomes, helping businesses streamline operations, enhance customer experience, and achieve sustainable growth backed by a world-class Net Promoter Score of 75. Our approach combines operational efficiency with a human-centered ethos, ensuring sustainable value creation for our clients and team members.
As a Certified B Corporation, Infinit-O is committed to the highest standards of social and environmental performance, accountability, and transparency. We embed these values into every aspect of our operations—aligning business success with a positive impact on our clients, people, and communities.
Our commitment to Diversity, Equity, and Inclusion (DEI) is integral to our mission. We believe that building inclusive, equitable teams is not only the right thing to do—it is also essential for driving innovation and better business outcomes. We actively promote equal opportunity through inclusive hiring practices, continuous learning programs, and regular equity assessments to ensure a fair and empowering workplace for all.

Job Description

Key Responsibilities:

• Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our CFO services. Some of the strategic support that we provide includes:
• Capital calls and distributions
• Quarterly and annual financials
• Bring transparency to founders, VCs, and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources such as:
• Provide additional data points (TVPI, RVPI)
• Establish and execute processes and procedures
• Establish and manage the achievement of Key Performance Indicators
• Monitor and evaluate all processes and implement improvement to ensure customer clients receive appropriate and high-quality services as
• Perform daily and monthly auditing of work processes
• Monitor and assist team members in the daily operation aspects of the project including reviewing the status and performance against targets, performing root cause analysis of variances and making improvements to meet the targets
• Coach, guide and train team members by providing creative ideas and ways on how to carry out the respective tasks towards providing excellent service
• Provide assistance to team members in accordance with established practices and procedures
• Provide reports as agreed with the Customer
• Assist in hiring, selection and training of new team members

Requirements

Job Requirements and Credentials:

• 3+ years experience
• 1-3 years supervisory experience
• Desire to deliver outstanding Customer Experiences to our customers
• Highly organized with strong attention to detail
• Care deeply, genuinely, and passionately about our clients
• Excited to take on new challenges
• Responsive and able to complete tasks in a timely manner
• Ability to articulate technical and complex concepts in a clear and concise manner
• Ability to balance multiple active projects with competing priorities
• Exhibit diplomacy, tact, and poise when communicating with clients or customers
• Driven to help and solve problems
• Ability to work independently and in a team environment
• Strong written and verbal communication skills
• 1-3 years of experience in a contact center environment preferred