Do you dream of a career where your skills are valued, your growth is supported, and your work makes a difference? Are you organized, reliable, and passionate about helping clients succeed? If you’ve got a background in Office Administration or Finance and want more than just a routine desk job — OBP wants to meet you.
Job Summary
HMO on Day 1
Receive promising perks and rewards
Experience travel opportunities
Get recognized for what you do
Achieve work-life balance
Improve exponentially with enhanced learning
Responsibilities
Salary : 35,000 - 40,000
Client Specific Tasks:
Wealth Management – Client Services Administrator
Administration Support
Collaboration with other members of the team to ensure that all onboarding paperwork and presentation materials are completed in a professional, client appropriate and timely manner
Use a variety of mediums to effectively communicate with team members, as appropriate, i.e. face-to-face, email, telephone, mail
Document production and formatting
Collaboration with other members of the team to ensure that all client billing requirements are completed in a professional, client appropriate and timely manner
Assist with the creation and maintenance of ongoing reporting requirements for the Tax, Accounting, Consulting and Superannuation team
External Client Support Work
On-boarding and maintenance of clients including preparation of new client agreements and other applications
Processing cash payments and receipts
Create electronic workpaper management projects
Collation of final compliance packages including tax returns, financial statements, meeting minutes etc. Preparation of income tax returns, activity statements, fringe benefits returns, charitable entity and super fund returns for lodgment with the ATO and The Charities and Not-for-profits Commission (“ACNC”).
Processing cash payments and receipts
Teamwork
Ensure that the daily deliverables are met
Proactively support team members as required
Work efficiently with the internal Operations team ensuring all processes and deadlines are followed accordingly
Data Management
Maintain data entry requirements by following procedures and processes
Verify entered client information to ensure data integrity
Compliance and Values
Comply with policies and procedures at all times
Act in accordance with Group’s Values
Actively execute all activities in an honest, compliant and trustworthy manner
Respect and maintain confidentiality of client information at all times
Report any issues relating to compliance and risk management to the Director – Client Operations and Legal, Risk Compliance and Governance Team;
Assist in special projects including internal reviews and system improvements
Requirements
Certificate in Office Administration or tertiary qualifications in Finance desirable
Minimum 2 years’ experience in an administration role
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
Excellent verbal, written and interpersonal communication skills
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
Must be ok to work on site in Ortigas Pasig and Cubao
