Compliance Admin Support - Morning Shift

HIRING COMPANY: Compliance Refinery has been growing quickly as we have been helping clients reduce stress and increase their productivity. We help product providers and dealer groups ensure compliance across their networks in a productive and efficient manner. We are currently looking for a full – time Compliance Admin Support to be part of its growing team. This opportunity is for a skilled & experienced Compliance Administrator who has worked online and can help enhance the branding & exposure of the company.

WORK LOCATION: Remote, work from home-Philippines
AVAILABILITY: ASAP
CONTRACT: Full Time
WORK SCHEDULE: Monday – Friday / 5am to 2pm PHT
Saturday & Sunday Off

SALARY & BENEFITS:
• Php. 25K-30k (basic monthly fee/starting rate) depending on skills and experience.
• Yearly Salary increase
• Chance for salary increase after Performance Review

JOB REQUIREMENTS:
• Administration, documentation - financial planning industry is an added advantage
• Experience paralegal related work/services is an advantage
• Understanding of the financial planning process
• Assist in email and calendar management
• Data entry and CRM management
• Process workflow and simple client communications
• General admin duties, sending out reports
• Proof reading and formatting word document (expert Word capability)
• Follow up with clients for outstanding information via email.
• Client onboarding process
• Basic client and process management
• Support Compliance Managers as required
• Invoicing clients
• Client appointment scheduling via email templates
• Broad knowledge of financial services sector
•Quality Assurance
• Create workflow systems as required

HOW TO APPLY:
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