Trust Operations Assistant — Document & Portal Admin

The Citco Group Limited; Philippines; On-site; PHP 201,000 - 268,000; Full time

Job summary

The Citco Group Limited in the Philippines seeks a detail-oriented administrative assistant to support the Global Subsidiary Governance Services team. You will maintain and update client files in Viewpoint/Document Manager and ensure information is accurate across portals.

You will organize documents, handle correspondences, assist with signatures and internal reports, and help the team with system updates. The role requires a college degree and offers range of benefits and growth.

Qualifications

• Must have a college or university degree.
• Preferred: Law student (graduating or on their 3rd year or in executive class) or Law graduates with no relevant experience.

Responsibilities

• Maintain and update all relevant information and document in Viewpoint and Document Manager (VP/DM).
• Review, rename and save documents in Shared Drive and upload to VP/DM.
• Follow and store relevant correspondences.
• Collect and administer all client related documentation and files to ensure information is complete, accurate, up-to-date and readily available.
• Ensure the accuracy of information in the client service portal vis‑à‑vis the information in Viewpoint.
• Ensure that all documents in the client service portal are up to date.
• Assist the client service team in any request pertaining to updating the entity management system and in uploading of files in the document manager.
• Maintain an accurate report of all documents and/or correspondence saved in Shared drive and Document Manager.
• Assist in printing and arranging of necessary signatures.
• Assist the team in organizing internal reports used on a daily basis.
• Complete the timesheet.
• Follow existing work standards and procedures and properly use external / internal systems.
• Assist in solving any work related issues.
• Liaise, monitor and assist on tasks performed by the assigned team.

Education

College degree

Job description

The Citco Group Limited in the Philippines seeks a detail-oriented administrative assistant to support the Global Subsidiary Governance Services team. You will maintain and update client files in Viewpoint/Document Manager and ensure information is accurate across portals.

You will organize documents, handle correspondences, assist with signatures and internal reports, and help the team with system updates. The role requires a college degree and offers range of benefits and growth.