Trustee Administration & Client Services Specialist

OFFSHORE BUSINESS PROCESSING INC.; Philippines; On-site; PHP 223,000 - 335,000; Full time

Job summary

OFFSHORE BUSINESS PROCESSING INC. is seeking a detail-oriented office administrator to support trust administration operations in Ortigas and Cubao. You will handle inbox management, application processing, data entry, and customer communications.

The role emphasizes accuracy, multitasking, and timely delivery in a team environment. The ideal candidate holds a Bachelor in Office Administration and is willing to work onsite, with any shift.

Qualifications

• Bachelor in Office Administration or tertiary qualifications in Finance are desirable.
• Strong attention to detail and accuracy; takes pride in delivering quality work.
• Exemplary organisational skills and ability to juggle multiple projects under pressure.
• Can meet tight deadlines and coordinate with team to ensure delivery dates.

Responsibilities

• Streamline Inbox Management – Review and distribute applications and inquiries from beneficiaries of trusts.
• Customer Service – Respond to email enquiries regarding Policy balances and Application status.
• Process applications for distributions under administered trusts; ensure compliant, high-quality service.
• Maintain accurate data via established data entry procedures.
• Ensure daily team deliverables are met; proactively assist team members.
• Comply with policies and act in an honest, compliant and trustworthy manner.

Skills

Attention to detail

Organizational skills

Multitasking

Team player

Professional communication

Mature and discreet

On-site availability

ASAP start

Willing to work any shift

Education

Bachelor in Office Administration or Finance

Job description

OFFSHORE BUSINESS PROCESSING INC. is seeking a detail-oriented office administrator to support trust administration operations in Ortigas and Cubao. You will handle inbox management, application processing, data entry, and customer communications.

The role emphasizes accuracy, multitasking, and timely delivery in a team environment. The ideal candidate holds a Bachelor in Office Administration and is willing to work onsite, with any shift.