Trustee Administration Support

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

Responsibilities

• Streamline Inbox Management – Review and distribute application requests and inquiries from beneficiaries of trusts.
• Customer Service – Respond to email enquiries from beneficiaries of trusts regarding their Policy balances and Application status.

Administration Support

• Application Processing – Process applications for distributions under administered , ensuring efficient and compliant delivery of exceptional client service within trustee services.

Data Management

• Maintain accurate and complete data by following established procedures and processes for data entry.

Teamwork

• Ensure that the daily deliverables of the team are met.
• Proactively support team members as required

Compliance and Values

• Comply with policies and procedures at all times
• Actively execute all activities in an honest, compliant and trustworthy manner

Technical Requirements:

Skills / Knowledge

• Strong attention to detail and accuracy, takes pride in doing a job well, able to show initiative, understands a sense of urgency and delivers on commitments
• Exemplary organizational skills and an ability to juggle multiple projects effectively whilst remaining calm under pressure
• Can run to tight deadlines and liaise with other team members to ensure team adherence to delivery dates

Core Competencies

• Client Focus - Builds strong internal and external client relationships and delivers client-centric solutions and value adding services to continually raise the client experience
• Problem Solving - Applies knowledge of approaches, tools, techniques to recognize, anticipate and resolve operational or process problems, and client problems
• Collaborates - Builds and maintains authentic, strategic partnerships with others to build expertise and capacity to achieve shared objectives
• Ensures Accountability - Holds self and others accountable to deliver quality outcomes and honours commitments
• Communicates Effectively - Uses various communication styles and channels in a compelling, engaging and inclusive way where the message is easily understood and successfully acted upon
• Driving Results - Drives superior results by planning and monitoring, evaluating and reporting performance against goals and objectives
• Continuous Improvement - Creates and promotes new and better ways for our organization to be successful
• Risk Management - Applies knowledge and application of processes, tools and techniques for assessing and controlling our organization's exposure to risks of various kinds

Requirements

OTHER SKILL SPECIFICATIONS:

• Bachelor in Office Administration or tertiary qualifications in Finance are desirable
• Strong attention to detail and accuracy, takes pride in doing a job well, able to show initiative, understands a sense of urgency and delivers on commitments
• Exemplary organisational skills and an ability to juggle multiple projects effectively whilst remaining calm under pressure
• Can run to tight deadlines and liaise with other team members to ensure team adherence to delivery dates
• Team player and proactive in assisting the team, shows control and provides support when required.
• Polished people skills including a professional telephone manner and ability to interact positively, appropriately and professionally with colleagues, clients and external contacts at all levels.
• Mature, discreet and demonstrates sound judgement
• Amenable to work on site in Ortigas and Cubao
• Can start ASAP
• Willing to work in any shift