COL Financial Group, Inc.
COL Financial Group, Inc.

Operations Assistant  

COL Financial Group, Inc.

 
  • Pasig, Philippines
    2401-B East Tower, Philippine Stock Exchange Center, Exchange rd, Ortigas, Pasig, Metro Manila, Philippines
    Pasig
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • Full timeFULL_TIME

Expired 2 years ago

2022-03-24T03:36:47.855801+00:00
Job closed.

Job Description

  • Responsible for conducting signature verification for CAIFs, client update forms, and other applicable forms
  • Views database for comparison such as but not limited to signature cards, client application forms, client IDs, etc.
  • Reports any potential forgery or discrepancy to the necessary department representative for proper action/ endorsement
  • Coordinates with designated accounts officer to request for additional documentation from clients prior to approving accounts with discrepancies on their signature
  • Provides assistance in the delivery of Operations function in terms of the back-office support for new accounts, current accounts and other stock/ account-related transactions
  • Primarily concerned with back office process of settlements and clearing of trades
  • Performs other duties as assigned

Minimum Qualifications

  • Bachelor’s Degree in Banking, Finance, Accounting or any business-related course
  • At least 2 years work experience in banking, financial services and/or securities/ stock brokerage or any related work experience
  • Experience working for PDTC, clearinghouse, institutional brokers or investment banking is an advantage.
  • Should be a Team player, highly organized, detail orientated
  • Can handle multitasking and work with minimum supervision
  • Fast worker, a strong sense of teamwork and good problem-solving skills
  • Must have completed a seminar or course in Signature Verification and Forgery Detection
  • Must have experience handling signature verification in the previous job

Perks and Benefits

  • Work from HomeWork from Home
  • Special Leave Benefits for WomenSpecial Leave Benefits for Women
  • Medical / Health InsuranceMedical / Health Insurance
  • Paid Sick LeavePaid Sick Leave
  • Paid Bereavement/Family LeavePaid Bereavement/Family Leave
  • Paid HolidaysPaid Holidays
  • Paid Vacation LeavePaid Vacation Leave
  • Maternity & Paternity LeaveMaternity & Paternity Leave

Preferred Courses

  • Banking & Finance
  • Accountancy

Jobs Summary

Job Level
Entry Level / Junior, Apprentice
Job Category
Accounting and Finance
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Often
Office Address
2401-B East Tower, Philippine Stock Exchange Center, Exchange rd, Ortigas
Industry
Financial Services
Vacancy
1 opening
Website
https://www.colfinancial.com

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About COL Financial Group, Inc.

COL is the country's most trusted wealth-building partner, helping nearly 400,000 Filipinos invest in stocks and mutual funds. For over 20 years now, COL has been committed to empower Filipinos to build their wealth and achieve financial independence, by providing them the tools and guidance they need to make smarter investing decisions.

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