Client Services Administrator

Do you dream of a career where your skills are valued, your growth is supported, and your work makes a difference Are you organized, reliable, and passionate about helping clients succeed If you've got a background in Office Administration or Finance and want more than just a routine desk job — OBP wants to meet you.

Salary : 35,000 - 40,000

• HMO on Day 1
• Receive promising perks and rewards
• Experience travel opportunities
• Get recognized for what you do
• Achieve work-life balance
• Improve exponentially with enhanced learning

Client Specific Tasks:

Wealth Management – Client Services Administrator 

Administration Support 

• Collaboration with other members of the team to ensure that all onboarding paperwork and presentation materials are completed in a professional, client appropriate and timely manner
• Use a variety of mediums to effectively communicate with team members, as appropriate, i.e. face-to-face, email, telephone, mail
• Document production and formatting 
• Collaboration with other members of the team to ensure that all client billing requirements are completed in a professional, client appropriate and timely manner
•  Assist with the creation and maintenance of ongoing reporting requirements for the Tax, Accounting, Consulting and Superannuation team

External Client Support Work 

• On-boarding and maintenance of clients including preparation of new client agreements and other applications
• Processing cash payments and receipts
• Create electronic workpaper management projects
• Collation of final compliance packages including tax returns, financial statements, meeting minutes etc. Preparation of income tax returns, activity statements, fringe benefits returns, charitable entity and super fund returns for lodgment with the ATO and The Charities and Not-for-profits Commission (ACNC). 
• Processing cash payments and receipts 

Teamwork 

• Ensure that the daily deliverables are met
• Proactively support team members as required 
• Work efficiently with the internal Operations team ensuring all processes and deadlines are followed accordingly 

Data Management 

• Maintain data entry requirements by following procedures and processes
• Verify entered client information to ensure data integrity

Compliance and Values 

• Comply with policies and procedures at all times
• Act in accordance with Group's Values
• Actively execute all activities in an honest, compliant and trustworthy manner 
• Respect and maintain confidentiality of client information at all times
• Report any issues relating to compliance and risk management to the Director – Client Operations and Legal, Risk Compliance and Governance Team;
• Assist in special projects including internal reviews and system improvements

• Certificate in Office Administration or tertiary qualifications in Finance desirable
• Minimum 2 years experience in an administration role
• Strong attention to detail and accuracy, takes pride in doing a job well, able to show initiative, understands a sense of urgency and delivers on commitments
• Excellent verbal, written and interpersonal communication skills
• Exemplary organisational skills and an ability to juggle multiple projects effectively whilst remaining calm under pressure
• Can run to tight deadlines and liaise with other team members to ensure team adherence to delivery dates
• Team player and proactive in assisting the team, shows control and provides support when required
• Polished people skills including a professional telephone manner and ability to interact positively, appropriately and professionally with colleagues, clients and external contacts at all levels
• Mature, discreet and demonstrates sound judgement  
• Must be ok to work on site in Ortigas Pasig and Cubao
• No work schedule preference