Back Office Processor – Financial Services (McKinley | Onsite | Nightshift)

Gratitude Inc

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4 hours ago

Back Office Processor – Financial Services (McKinley | Onsite | Nightshift)

2-10 Year(s)

₱ 22 - ₱ 32K p.m

Manila (Taguig, Makati)

Job Description

Key Skills

Accounting Back office Data Processing Documentation Communication Skills Insurance Skills attention to details BPO Experience Wealth Management Financial Services Canadian Finance

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Role Overview:

We are seeking a Back Office Processor to support financial services operations! You will handle processing tasks related to Canadian wealth management, insurance, and financial services engagements.

Key Responsibilities:

Process financial transactions and documentation accurately.
Handle back-office tasks for wealth management, insurance, and financial services.
Ensure compliance with internal policies and procedures.
Collaborate with internal teams to resolve processing issues.
Meet quality and productivity targets.

Qualifications:

Must be a College Graduate – Finance/Accounting related course – required.
Preferably with 2 years experience in Canadian Wealth Management, Insurance, or Financial Services engagements/accounts.
Strong communication and interpersonal skills.
Able to explain complex financial concepts with confidence.
Amenable to work 100% onsite in McKinley with a fixed nightshift schedule.

Role

Back Office Executive

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Non-Voice

Functional Area

Banking / Financial Services

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