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Senior Back Office Specialist (Financial)

Gratitude Inc
10 Views
5 hours ago

Senior Back Office Specialist (Financial)

5-10 Year(s)
40 - 45 Thousand p.m
Manila (Ortigas)
Manila (Ortigas)

Job Description

Key Skills

english Financial Managment risk management, Wealth Management Analytical Thinking

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Job Title: Senior Back Office Specialist (Financial)

Category: Digital Customer Experience

Location: Taguig 

Work set up: Taguig (Onsite)

Salary: Php 45,000

Work schedule: Night Shift

Required Experience: 5+ years

Headcount: 4


PARALLEL JOB TITLES:

Senior Fund Accountant

Investment Operations Specialist

Fund Administration Specialist

Mutual Fund Operations Analyst

Financial Operations Specialist


Non-Negotiable:

• Minimum 5 years of progressive experience in financial services, back-office operations, fund administration, or investment operations.

• Advanced knowledge of mutual fund operations, investment products, and financial industry processes, including plan types, tax regulations, and trade processing workflows.

• Proven ability to interpret complex transactions, identify discrepancies, and resolve operational issues efficiently.

• Strong understanding of regulatory requirements, compliance standards, and internal control frameworks.

• Must not currently or formerly be employed with CGI

• Not job hopper


Position Description:

We are seeking a Financial Processing Administrator to join our Back Office Operations team in a specialist capacity. This role will support complex investment product operations and is responsible for the end-to-end review, validation, and processing of financial transactions, ensuring accuracy, compliance, and operational excellence.


This position requires exceptional attention to detail, strong analytical and problem-solving skills, and the ability to work independently and collaboratively in a structured, high-volume environment, while actively contributing to process optimization, risk mitigation, and continuous improvement initiatives.


Your future duties and responsibilities:

• Lead the end-to-end review, validation, and processing of complex mutual fund transactions, ensuring the highest standards of accuracy, timeliness, and quality

• Ensure full compliance with internal policies, operational controls, regulatory standards, and audit requirements, proactively identifying and mitigating operational risks

• Oversee and maintain comprehensive, audit-ready documentation of transactions, reconciliations, and process controls

• Serve as an escalation point for complex transaction discrepancies, conducting root-cause analysis and driving effective resolution strategies

• Champion process improvement and automation initiatives to enhance operational efficiency, accuracy, scalability, and risk reduction

• Provide mentorship, coaching, and technical guidance to junior team members, supporting knowledge transfer and team development

• Partner closely with cross-functional stakeholders to deliver timely operational updates, risk reporting, and service excellence


Skills:

Analytical Thinking

Critical-To-Quality Auditing

Critical-To-Quality Auditing

Detail-oriented

English

Financial Management

Process coordination

Regulatory Risk-Management

Wealth Management


Pre-Screening Questions:

*How many years of experience do you have in financial services, back-office operations, fund administration, or investment operations?

*Do you have knowledge in mutual fund operations, investment products, and financial industry processes, including plan types, tax regulations, and trade processing workflows?

*Do you have a strong understanding of regulatory requirements, compliance standards, and internal control frameworks?

*How much is your last drawn salary?

*How much is your salary expectation?

*Are you amenable to work in Taguig with a night shift schedule?

Role

Any Other

Timings

Night Shift (Permanent)

Industry

Other

Work Mode

Work from office

Functional Area

Any Other

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MyGlit Jobs |  Jobs |   Senior Back Office Specialist (Financial) in Mumbai & Delhi

Lilian Mukoya

Recruiter - Gratitude Inc

NA, kenya

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