Admin Assistant

Do you possess a high degree of accuracy and analytical thinking? Can you maintain seamless operations within a fast‑paced shared services environment? If your answer is yes, then WE WANT YOU! We need an Admin Assistant who will help our team in accomplishing tasks while maintaining operational excellence. As An Admin Assistant, Your Duties And Responsibilities Include Documentation & Compliance Prepare annual advice agreements, fee disclosure forms, invoices, and review packs with 100% accuracy. Facilitate the implementation and termination of advice agreements and associated fee structures. Perform assessments to verify that all service obligations have been met according to regulatory standards. Diligently update and maintain client data within internal systems (Xplan/Salesforce). Operational Excellence Take full ownership of assigned tasks from initiation to completion. Deliver high-quality output consistently within pre-determined Service Level Agreements (SLAs). Interpret and analyze reporting data to identify trends or operational gaps. Proactively identify and assist in mitigating potential risks within the workflow. Professional Standards & Culture Work in alignment with the PSK Culture and behavioral standards, including: Commitment to Equal Employment Opportunity and “Respect” in the workplace. Adherence to OH&S, Quality Assurance, and Confidentiality protocols. Compliance with all internal policies and the Professional Code of Conduct. Perform additional ad‑hoc administrative tasks as requested by the client or management. Qualifications Must have a degree in Financial Management/Planning, Business, Communication, Banking and Finance, Economics or any equivalent degree. Fresh graduates are welcome to apply. At least 2 years’ experience working in a Financial Services environment is a plus. Advanced understanding of Word and Excel Software. Experience with financial planning software including Xplan and Salesforce is highly regarded. Strong financial and analytical skills. Problem‑solving and conflict resolution abilities. Can thrive in a team environment while achieving individual targets. Accountable, proactive, reliable, resilient, and helpful. Willingness to learn and be trained. Willing to be assigned to SM Clark, Pampanga. Apply Now #J-18808-Ljbffr DBA Advisory