Wealth Management Admin - Hybrid Work Setup

Training and Marketing Professionals, Inc. (TMPI); Taguig; On-site; PHP 300,000 - 420,000; Full time

Job summary

A leading training company in Taguig is seeking an administrative personnel to support WM Operations. Responsibilities include updating manuals, organizing files, and creating onboarding modules. Candidates should have a Bachelor's degree in business or a related field, preferably with experience in technical writing and the fintech industry. Strong analytical and organizational skills are essential. Immediate availability is a plus.

Qualifications

• Experience in Technical writing or related field.
• Preferably experienced in fintech or software industry.
• Detail-oriented with excellent organizational abilities.
• Anti-Money Laundering or Know Your Client background a plus.
• Strong analytical, time management and problem-solving skills.
• Detail-oriented with excellent organizational abilities.
• Proficient using MS Office (Pivot & VLOOKUP) and Google Apps (Drive, Sheets, Docs).
• Willing to work in BGC, Taguig; can start ASAP!

Responsibilities

• Collaborate with WM Operations Managers on clerical tasks.
• Update WM Policies and Procedures Manuals.
• Organize WM Ops related files in a shared drive.
• Create product decks for daily functions.
• Maintain product health dashboard.
• Create Ops onboarding module/checklist.
• Creating an Ops onboarding module/checklist.
• Maintaining the WM Ops issues, SFTP, and comms tracker.

Skills

Technical writing

Product training

Analytical skills

Time management

Problem-solving

Detail-oriented

MS Office (Excel: Pivot & VLOOKUP)

Google Apps (Drive, Sheets, Docs)

Education

Bachelor’s Degree in Business Management or related

Tools

MS Office

Google Apps

Job description

Responsibilities

• The personnel will work with each WM Operations (Ops) Manager on the clerical and administrative tasks related to:
• Updating WM Policies and Procedures Manuals (PPMs) to ensure that each aspect of the customer journey is covered
• Updating WM Know; edge Management System (KMS) docs to ensure that each aspect of the customer journey is covered
• Organizing all WM Ops related files (e.g. PPMs, KMS, Root Cause Analyses) in a shared drive
• Creating updated product decks including front-end screens and back-end processes in its day-to-day function
• Maintaining a product health dashboard that shows uptime/downtimes and CX tickets daily
• Creating an Ops onboarding module/checklist
• Maintaining the WM Ops issues, SFTP, and comms tracker

Qualifications

• Bachelor’s Degree in Business Management, Financial Management, Accounting Information System, Accounting or any related course.
• Proven experience in Technical writing, Product training, Creating informative and attractive visuals or related field
• Previous experience preferably in the fintech or software industry.
• Anti-Money Laundering or Know Your Client background a plus.
• Strong analytical, time management and problem-solving skills.
• Detail-oriented with excellent organizational abilities
• Proficient using the following tools and applications: MS Office Tools (Excel: Pivot & VLOOKUP), & Google Apps (Shared Drive, Sheets, Docs etc.,)
• Willing to work BGC, Taguig (CAN START ASAP!)