Back Office Processor (Financial)

Position Description:

The Senior Processor plays a critical role in ensuring accurate and efficient administration of financial back-office operations. This role combines processing and compliance responsibilities, covering a wide range of tasks within a centralized team environment. The Senior Processor manages specialized transactions with precision and timeliness, ensures compliance with company policies, industry standards, and financial regulations, and supports process improvement initiatives. Success in this role requires attention to detail, adaptability, and a commitment to operational excellence.

Your future duties and responsibilities:

• Process and verify high-volume financial transactions accurately and efficiently.
• Ensure all transactions comply with internal policies, industry standards, and regulatory requirements.
• Identify and resolve transaction discrepancies in a timely manner.
• Maintain proper documentation for audit and compliance purposes.
• Support process improvement initiatives to enhance operational efficiency.
• Collaborate with team members and other departments to ensure smooth operations.
• Provide backup support for colleagues as needed to maintain workflow continuity.
• Monitor workflow and escalate issues where necessary to maintain service quality.

Required qualifications to be successful in this role:

Education:
• Minimum: High School Graduate (old curriculum), Senior High School Graduate (K-12), or College Undergrad.
• Preferred: Post-secondary degree in Business, Finance, Accounting, or related field.

Career Experience:
• At least 2 years of experience in Wealth Management, Insurance, or Financial Services engagements/accounts.

General Qualifications:
• Good communication skills.
• Willingness to work on a night-shift schedule.
• Full commitment to % onsite work.
• Flexibility to be assigned in McKinley, Taguig.

Skills & Competencies:
• High degree of accuracy and attention to detail, able to process large volumes of transactions with minimal errors.
• Strong problem-solving and critical thinking skills.
• Excellent interpersonal and communication skills, both written and verbal.
• Proven ability to work in a structured environment while contributing to process improvements.
• Adaptable, willing to assist and back up other team members as needed.

Personal Attributes:
• Team-oriented with a focus on service excellence.
• Proactive learner who seeks to expand knowledge of financial products and processes.
• Professional, reliable, and motivated to contribute to both individual and team success.

Why Join Us:
• Work within a collaborative back-office team supporting complex financial operations.
• Gain exposure to Wealth Management and financial services processes.
• Opportunities to develop skills, grow professionally, and contribute to process enhancements.

Skills:

• Asset Management
• Insurance
• Investment Management
• Wealth Management