Wealth Management Ops Specialist

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.

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.

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

Job description

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.