[Hiring] Admin Assistant @Emapta

Role Description

As an Admin Assistant, you'll contribute to daily business operations through:

• Document management
• Financial data entry
• Portfolio reconciliation
• Client service coordination

At Emapta, you'll have the opportunity to support an established Australian advisory business while developing your expertise and building a lasting global career.

Qualifications

• 1-3 years of relevant experience
• Experience working with Australian clients or in a BPO environment preferred
• Fluency in spoken English desirable
• Ability to manage client expectations effectively
• Ability to build trust and rapport with clients
• Ability to quickly assess unfamiliar or unexpected situations
• Ability to manage competing deadlines and conflicting priorities
• Proficiency in Microsoft Office Suite
• Professional demeanor
• Strong numerical skills
• Excellent attention to detail
• Ability to quickly grasp and apply new concepts
• Strong analytical skills
• Strong organizational skills

Requirements

• Manage the Portfolio Service Inbox and Client Service Inbox
• Manage the Portfolio Service mail house
• Maintain and organize client documents and records
• Collate term deposit rates weekly
• Reconcile client portfolios in Xplan
• Enter and update client portfolio changes in Xplan
• Generate monthly cash reports
• Review and update managed fund documentation
• Provide ad hoc support to AU Client Service Managers
• Provide ad hoc support to the PHP Senior Admin Assistant or Team Leader

Key Performance Indicators

• Complete monthly client portfolio reconciliations from the 5th to the 9th, addressing all quality review points
• Update implementation spreadsheets, enter cost base data, file contract notes and confirmations, and process ASTFs and OMTs daily
• Complete annual review reconciliations accurately and on time, and promptly raise queries with Client Service Managers
• Complete term deposit rate sheets every Monday by midday, update maturing deposit records by the 25th, and update managed fund applications by the 21st of each month
• Generate Xplan reports and platform statements, and complete ad hoc CSM support tasks within required timelines
• Complete Xplan tasks by their due dates, including application forms for new PPAs, additional investments, changes of trustees, and WRAP applications

Benefits

• Competitive Salary Package
• Work from home arrangement
• HMO coverage with free dependent upon regularization
• Prime office location in Makati (Easy access to MRT stations, restaurants, and banks)
• Fixed weekends off
• Day shift schedule
• Fully customized Emapta laptop with peripherals
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more!)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used at your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment