Project Assistant — Data & Compliance Support

Helpware Inc.; Cebu City; On-site; PHP 200,000 - 340,000; Full time

Job summary

Helpware Inc. is seeking a Project Assistant to support project-related tasks across client and internal initiatives in a fast-paced environment.

You will assist with compliance processes, data analysis, system testing, and documentation while coordinating with team members to ensure timely, quality results. The role requires strong attention to detail, excellent communication, and the ability to manage multiple priorities, delivering accurate records and secure handling of confidential

Qualifications

• Strong analytical, organizational, and problem-solving skills.
• High attention to detail with commitment to accuracy.
• Ability to manage multiple projects and meet deadlines.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with Verify, FT William, Pension Pro, and Card File is a plus.
• Strong written and verbal communication skills.
• Ability to work independently as well as collaboratively within a team.
• Commitment to maintaining confidentiality and data security.

Responsibilities

• Assist in completing project tasks including process annual force-out distributions.
• Calculate eligibility for plans to determine newly eligible participants.
• Compile annual participant notices and assist with system testing and documentation.
• Monitor loans and loan defaults; update vesting and perform system audits.
• Gather, sort, and analyze data; generate reports from record-keeping portals.
• Communicate with internal/external parties to gather information as needed.
• Create documentation and file documents electronically; execute electronic notice delivery.
• Coordinate mailings with external partners and upload data to recordkeepers.
• Collaborate with team to manage workload and follow up on outstanding items.
• Maintain accurate records and ensure data confidentiality.

Skills

Analytical skills

Organizational skills

Problem-solving

Attention to detail

Project management

MS Office proficiency

Written and verbal communication

Independent and collaborative work

Data security and confidentiality

Tools

Verify

FT William

Pension Pro

Card File

Job description

Helpware Inc. is seeking a Project Assistant to support project-related tasks across client and internal initiatives in a fast-paced environment.

You will assist with compliance processes, data analysis, system testing, and documentation while coordinating with team members to ensure timely, quality results. The role requires strong attention to detail, excellent communication, and the ability to manage multiple priorities, delivering accurate records and secure handling of confidential