Operations Specialist

Monroe Consulting Group Philippines , an executive recruitment firm, is recruiting on behalf of a globally recognized professional services organization that provides corporate, legal, and trust-related solutions to international clients across multiple jurisdictions. The company operates through a shared services environment, supporting global teams with operational, administrative, and data management functions in a highly structured and collaborative setting.

Our respected client is currently looking for an Operations Analyst to join their team in BGC, Taguig City.
The role follows a mid-shift schedule (either 11:00 AM - 8:00 PM or 12:00 PM - 9:00 PM) with a hybrid work arrangement of three days onsite and two days remote initially, transitioning to two days onsite and three days remote setup.

Role Overview:

The Operations Analyst provides data and reporting support to the company's global corporate and trust service teams. Working within a process-driven shared services environment, the Operations Analyst handles requests from jurisdictional teams, ensures data integrity across systems, and supports reporting and tracking requirements in line with agreed service levels.

This role is ideal for candidates with experience in data administration, back-office operations, or shared services environments who thrive in structured and detail-oriented work settings.

Key Responsibilities:

Operational Management

• Create, update, and maintain entity and client records within internal systems (e.g., Viewpoint or equivalent) based on instructions from global teams
• Process requests for new records, updates, and changes within agreed turnaround times
• Ensure all required fields, supporting documents, and relevant information are accurately captured during data entry
• Maintain clear audit trails and documentation for all completed updates

Data Quality & Record Management

• Conduct scheduled and ad hoc file reviews across assigned portfolios to ensure records remain complete and updated
• Identify missing, outdated, or inconsistent information and take corrective action or escalate when necessary
• Apply validation checks and quality control measures to maintain data accuracy and integrity

Reporting & Tracking

• Prepare regular reports, dashboards, and trackers such as entity status reports, renewal calendars, and compliance trackers
• Produce management information following agreed reporting formats and schedules
• Handle ad hoc reporting and data requests from global teams
• Maintain and update reporting templates and tracking tools for consistency

Stakeholder Coordination

• Coordinate with global teams to gather required information and clarify instructions
• Follow up on outstanding data or documentation using standard templates and escalation processes
• Maintain professional and clear communication with colleagues across different jurisdictions

Service Delivery & Process Improvement

• Meet agreed service level targets for accuracy, productivity, and turnaround time
• Monitor workload and proactively escalate delays or operational issues
• Support ongoing process improvement and reporting enhancement initiatives
• Ensure all tasks are completed in compliance with company policies, procedures, and regulatory requirements

Key Qualifications:

• At least 3 years of experience in shared services, BPO, back-office operations, or administrative support roles
• Strong Excel skills, including data entry, formatting, and basic formulas (pivot table knowledge is an advantage)
• Excellent written and verbal English communication skills
• High level of accuracy and strong attention to detail
• Ability to follow structured processes and consistently meet operational benchmarks
• Strong time management and multitasking abilities
• Collaborative mindset with experience working across teams and time zones
• Adaptable and quick to learn new systems and processes

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