Investment Specialist (Online Interview)
Full-time
J-K Network Services
COMPANY PROFILE: With over 49 years of industry experience, this IT company provides a wide range of services to its clients, including business process and IT outsourcing.
Position: Investment Specialist (ONLINE INTERVIEW)
Company Industry: IT Company
Work Location: Taguig City
Work Schedule: Nightshift
Salary: Php 35,000 - Php 50,000
Work Set Up: Work onsite
BENEFITS:
- Leave Entitlements
- Night shift differential
- Retirement fund
- Share Purchase Plan
- Performance Bonus
- HMO + dependents
- Group Life Insurance
- Career growth
- Free health consultation
- Reward program
REQUIREMENTS:
- Bachelor’s degree Holder in Finance, Accounting, Economics, or a related discipline
- At least 2 years of experience in an analytical or financial services role (asset).
- Strong understanding of mutual funds, capital gains, fund compensation, and investment account operations is an advantage
- Can start as soon as possible
- Willing to work onsite in Taguig City
RESPONSIBILITIES:
- Collaborate within a supportive and team-oriented financial back-office environment.
- Ensure all received documentation is complete and adheres to both industry standards and internal company policies.
- Accurately enter all financial and non-financial transactions related to fund firms into the transfer agency system.
- Participate in peer-to-peer quality assurance processes.
- Uphold exceptional service standards through consistent high-quality performance.
RECRUITMENT PROCESS: (ONLINE OR FACE TO FACE)
- Initial Interview
- Final Interview
- Job offer
Vacancy posted 7 hours ago
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