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Philippine Trust Company is seeking an Office Assistant to provide administrative and processing support to the Trust Department, ensuring accurate record-keeping and compliant reporting across trust, investment, and portfolio management activities.
You will assist in monitoring records, preparing internal reports, coordinating with internal units and counterparties, and maintaining files and databases to support regulatory requirements and timely updates.
The Office Assistant role provides administrative and processing support to the Trust Department, assisting in the documentation, monitoring, reporting, and coordination of trust, investment, and portfolio management activities. The position supports both the Investment and Portfolio Management functions to help ensure accuracy, compliance, and proper record‑keeping in the management of trust accounts.
Administrative assistance for trust investment and portfolio management activities
Monitoring and updating of records related to trust funds, portfolios, and limits
Preparation and consolidation of internal reports and monitoring schedules
Coordination with internal units and counterparties for documentation and information requirements
Maintenance of files, trackers, and databases to support compliance and reporting
Assistance in market monitoring, data gathering, and internal updates as needed
Bachelor’s degree in any business‑related course, preferably with knowledge in investment management
Computer literate and proficient in Microsoft Excel
Strong attention to detail and accuracy
Good organizational and interpersonal skills
Willing to learn, adaptable, and reliable
Ability to work in a structured, confidential, and compliance‑driven environment
some of which are:
Competitive salary and yearly increase
Bonus scheme on top of usual 13th month pay
Retirement Plan
Birthday leave on top of the usual vacation, sick, and emergency leaves
HMO
Life Coverage Benefit