First Metro Asset Management Inc.
First Metro Asset Management Inc.

Agency Development Associate  

First Metro Asset Management Inc.

  • Makati, Philippines
    18 Floor PSBank Center, Paseo de Roxas Ave. Cor. Sedeño St. Salcedo Village, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
  • Penuh waktuFULL_TIME

Berakhir 7 years ago

2017-08-30T16:15:07.330937+00:00
Ditutup.

Deskripsi Pekerjaan

  • Conduct Orientation for New CIS
  • Handling submitted Account Opening Forms (AOF) of CIS
  • Checks CIS’ clients against AMLA Watch list
  • Facilitates the payments/ transactions of clients of CIS
  • Prepares Agency Production and Database Reports
  • Sends updates of training schedules, meetings and data to CIS
  • Handling schedules of Training Room
  • Monitoring office supplies and Forms for Investors Center
  • Prepares CIS clients SOAs
  • Prepares communication/marketing materials related to the Agency
  • Coordinates with other concerned departments for Business As Usual (BAU) matters and ad hoc projects
  • Set appointments or meetings for prospective CIS
  • Preparation of all requirements for expense reimbursements, check preparations and cash advance liquidation related to agency

Kualifikasi Minimum

  • At least six months working experience doing administrative function
  • Proficient in MS Office particularly MS Word, Power Point, good oral and written Communication skills
  • Office Administration and Clerical Knowledge

Ringkasan Perkerjaan

Tingkat Posisi
Lulusan Baru / Junior
Spesialisasi
Administration and Coordination
Persyaratan tingkat pendidikan
Lulus program Sarjana (S1)
Respon rekruter ke lamaran
Once in a while
Alamat Kantor
18 Floor PSBank Center, Paseo de Roxas Ave. Cor. Sedeño St. Salcedo Village, Makati, Metro Manila, Philippines
Industri
Financial Services
Lowongan
1 lowongan dibuka
Situs
http://www.fami.com.ph

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Tentang First Metro Asset Management Inc.

First Metro Asset Management , Inc. (FAMI) was established by First Metro Investment Corporation (FMIC) in partnership with the Catholic Educational Association of the Philippines (CEAP) and Marist Brothers Foundation to engage in the mutual fund business, promote savings mobilization and advocate investment literacy among Filipinos. FAMI is an investment company adviser licensed by the Philippine Securities and Exchange Commission to manage and distribute mutual funds. As of December 2013, FAMI is the investment manager, administrator, and principal distributor of the following mutual funds Save & Learn Equity Fund (SALEF) Save & Learn Fixed Income Fund (SALFIF) Save & Learn Balanced Fund (SALBF) Save & Learn Money Market Fund (SALMF) First Metro Philippine Equity Exchange Traded Fund, Inc. (FMETF) One Wealthy Nation (OWN) Fund, Inc. First Metro Global Opportunity Fund, Inc. Assets under management totaled PhP PHP14Bln as of December 31, 2013. The funds have been consistently superior performers among competing products since its inception.

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