Investment Data and Reporting Admin (US Wealth Management, Office-based)

ConnectOS · mandaluyong, metro manila, Philippines

Location
mandaluyong
Job Type
Full-time
Posted
June 17, 2026

Job Description

With 30k sign on bonus payable in 6 months. Schedule: Monday - Friday (9PM - 6AM/10PM - 7AM PHT).

What are we looking for?

  • Highly organized - able to manage multiple tasks, track various inputs, and prioritize effectively.
  • Detail‑oriented - capable of handling large, detailed requests with precision and accuracy.
  • An excellent communicator - strong written and verbal communication skills.
  • Collaborative - comfortable working across multiple teams and managing various tasks.
  • A quick learner - eager to develop proficiency in new tools, systems, and processes.
  • Proactive & solutions‑driven - able to anticipate challenges, take initiative, and propose improvements.
  • Tech‑savvy - proficient with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams) and familiar with CRM (database) management, accounting, and reporting software.
  • Problem‑solving oriented - able to spot and resolve proble...

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