Client Service & Compliance Assistant (AU Wealt...
Schedule: 6:00AM-3:00PM PHT
What are we looking for?
What We’re Looking For
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
#ConnectOSCareers #JoinConnectOS
#ConnectOSNonTech
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes
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What are we looking for?
What We’re Looking For
- Strong organizational and time-management skills, with excellent attention to detail.
- Experience in financial services administration, client service, or executive support.
- Exposure to compliance administration, file reviews, or ongoing fee arrangements.
- Excellent written communication and Microsoft Office skills.
- Maintain client review dates and assist with compliance file reviews to ensure accuracy and completeness.
- Support administration of ongoing fee arrangements, consent renewals and service delivery tracking.
- Assist advisers with client queries, advice documentation, and implementation of recommendations.
- Manage information flow, trackers, and workflow tools efficiently.
- Provide general administrative support and collaborate with offshore administration teams.
- Optional: Assist with basic bookkeeping, reconciliations, or invoice preparation (training provided).
- Work from Home (Day shift)
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Complimentary Sleeping Quarters, Coffee at no cost
- Complimentary Office Fitness and Wellness Facilities at no cost
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
#ConnectOSCareers #JoinConnectOS
#ConnectOSNonTech
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes
Apply Now