Securities Custodian

Filinvest Development Corporation; Mandaluyong; Vor Ort; PHP 200.000 - 260.000; Vollzeit

Zusammenfassung

Filinvest Group is seeking a Securities Custodian Associate to scan, rename, index, and upload vital documents into the THEREFORE system. The role requires careful data entry, strong document handling, and solid Excel/Open Office skills.

The position involves maintaining organized digital folders and providing backup support for custody operations as required. Candidates should have a business-related degree and strong communication abilities.

Qualifikationen

• Good oral and written communication skills.
• Knowledge of Microsoft Excel and Open Office applications.

Aufgaben

• Scan tax declarations, TCTs and other vital documents.
• Rename and index scanned documents for upload.
• Upload documents to the THEREFORE system.
• Maintain orderly folders for scanned items.
• Assist with title and tax declaration processes when needed.

Kenntnisse

Communication skills

Data entry

Ausbildung

Business-related degree

Tools

Microsoft Excel

Open Office

Jobbeschreibung

Job Summary

The Securities Custodian Associate Responsible for scanning, renaming and indexing of all of tax declarations, transfer certificate of titles and other vital documents for uploading in THEREFORE system.

Duties and Responsibilities

KEY ACCOUNTABILITY

• Scanning of Documents (Tax Declaration, TCT and all Vitaldocuments.
• Ensure that all TCT and TD receives must bescanned
• All scanned documents must be saved in folder.
• Ensure proper renaming and indexing of scanneddocuments
• All scanned documents must be uploaded in theTHEREFORE.
• Performs scanning ofall titles and tax declarations received.
• Maintain designatedfolders where scanned documents are saved.
• Ensure correctrenaming and indexing of scanned documents.
• Ensure that all scanned documents are uploaded in the THEREFORE system

SAFEKEEPING AND MONTORING OF ALL TITLES ANDTAX DECLARATIONS

• Maintains accurate system recording of allscanned titles and tax declarations.
• Answers queries on scanning anduploading related transactions.

Other Functions:

• Assists in title and tax declaration releasing and other relatedtransactions for Securities Custodianship when necessary.
• Acts as backup to the Custodian whenneeded

Technical Competencies and Skills

• With good oral and written communication skills,
• With knowledge in Microsoft Excel, Open Office

Education, Trainings and Licenses Required

Graduate of any business course