Operations Assistant
COL Financial Group, Inc.
- Pasig, Philippines2401-B East Tower, Philippine Stock Exchange Center, Exchange rd, Ortigas, Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Toàn thời gianFULL_TIME
Đã hết hạn 2 years ago
2022-03-24T03:36:47.855801+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
- Responsible for conducting signature verification for CAIFs, client update forms, and other applicable forms
- Views database for comparison such as but not limited to signature cards, client application forms, client IDs, etc.
- Reports any potential forgery or discrepancy to the necessary department representative for proper action/ endorsement
- Coordinates with designated accounts officer to request for additional documentation from clients prior to approving accounts with discrepancies on their signature
- Provides assistance in the delivery of Operations function in terms of the back-office support for new accounts, current accounts and other stock/ account-related transactions
- Primarily concerned with back office process of settlements and clearing of trades
- Performs other duties as assigned
Trình độ tối thiểu
- Bachelor’s Degree in Banking, Finance, Accounting or any business-related course
- At least 2 years work experience in banking, financial services and/or securities/ stock brokerage or any related work experience
- Experience working for PDTC, clearinghouse, institutional brokers or investment banking is an advantage.
- Should be a Team player, highly organized, detail orientated
- Can handle multitasking and work with minimum supervision
- Fast worker, a strong sense of teamwork and good problem-solving skills
- Must have completed a seminar or course in Signature Verification and Forgery Detection
- Must have experience handling signature verification in the previous job
Đặc quyền và lợi ích
Work from Home
Special Leave Benefits for Women
Medical / Health Insurance
Paid Sick Leave
Paid Bereavement/Family Leave
Paid Holidays
Paid Vacation Leave
Maternity & Paternity Leave
Khóa học ưa thích
- Banking & Finance
- Accountancy
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Accounting and Finance
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Often
- Địa chỉ văn phòng
- 2401-B East Tower, Philippine Stock Exchange Center, Exchange rd, Ortigas
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 1 vị trí tuyển dụng mới
- Trang web
- https://www.colfinancial.com
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Về COL Financial Group, Inc.
COL is the country's most trusted wealth-building partner, helping nearly 400,000 Filipinos invest in stocks and mutual funds.
For over 20 years now, COL has been committed to empower Filipinos to build their wealth and achieve financial independence, by providing them the tools and guidance they need to make smarter investing decisions.