Salary: P40,000 to P60,000 (Monthly Package)

Schedule: Monday – Friday (8:00 AM – 5:00 PM AEST)

What are we looking for?

Skills Required:

• 3+ years solid Executive Assistant experience supporting senior management preferably for an Australian business.
• Strong experience with LinkedIn for professional networking.
• Experiencing managing appointments and emails for executives.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)

Nice to Have:

• Australian Client Experience
• Recruitment Firm Experience
• LinkedIn Proficiency

What will you do?

Recruitment Coordination:

• Format and prepare profiles for Associate Advisors and ensure timely submission.
• Conduct LinkedIn outreach activities, including connecting with: Senior Managers in Public Practice, Senior Managers in Public Practice, Tax Accountants in Public Practice, Assistant Manager Accountants in Public Practice, Mortgage Brokers and Loan Processors in Sydney and Melbourne.

Client and Candidate Communication:

• Follow up with candidate feedback with clients.
• Maintain a record of firms currently hiring based on job advertisements and identify relevant contacts on LinkedIn.

Job Market Research:

• Monitor Seek ads focusing on positions such as: Associate Advisors, Financial Planners, and Client Services Managers in Brisbane, Melbourne, and Sydney.
• Document and track information for all hiring firms and their respective contacts.

Administrative Support:

• Maintain accurate and up-to-date records of all recruitment activities and communications.
• Assist in the preparation of recruitment reports and updates for the management team.

Join the awesome team and enjoy these benefits & perks:

• Hybrid (2 days/week, Office-based; 3 days/week, Home-based)
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client, located in Australia, possesses 15 years of experience in assisting businesses in constructing efficient and prosperous hybrid teams. They achieve this by integrating the client's existing team with offshore talent. Utilizing their extensive expertise, they are able to optimize productivity, foster collaboration, and deliver cost-effective outcomes.

#ConnectOS #ConnectOS #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

Specific Duties and Responsibilities:

Revenue Analysis & Reporting

• Responsible for design & generation of regular sales reports such as but not limited to:
  1. Daily Sales Dashboard
  2. Monthly Sales Report
  3. Detailed Sales Variance Analysis
  4. Sales & Gross Margin Analysis
  5. Sales Monthly Trend

• Generation of special purpose reports such:
  1. TM Concrete Sales, Volume & Margin Report
  2. TM Industry Sales & Margin Report
  3. Cross-Selling Report
  4. Key Project Management Reports

• Generation of special or adhoc reports or data request coming from Sales Group Heads, TM, Finance and GM for purpose of monthly business reviews, regional reporting, customer reviews, special projects progress reporting.

• Drive data collation and synthesis of budgeting, forecasting and all kinds of forward- looking revenue & margin projections such as:
  1. Sales Bridge (Weekly & Monthly Sales Plan, Actuals & Forecast)
  2. 12 Month - Rolling Forecast
  3. Annual Sales Budgeting Files
  4. Seasonal Sales Projections Exercise
  5. Special Purpose Projections (e.g. for RPA input)

• Analytical calculations for purpose deriving conclusion on trends and behavior of revenue and margin in relation to customer, product, volume, segments, sections and other slices of data as the situation demands.

• Regularly interacts and coordinate with different sales & marketing group for purpose of getting insights on relevant reports as well as giving guidance on how to accomplish various budgeting, forecasting and analysis templates.

Pricing Generation and Maintenance

• To facilitate the annual pricing review exercise (SMP/SRP Review) by:
  1. Collate relevant financial data for historical references such average prices, discounts, costs, margins, and volume
  2. Gather inputs from sales and marketing group in terms of target price, competitor’s prices, volume projections, data outliers (i.e. product promotions)
  3. Gather inputs from costing and inventory officer for product costing, inventory information, product lifecycle, SLOB considerations, critical costing assumptions.
  4. Provide a working template to synthesize all relevant reference, inputs and calculation in aid of pricing decision-making.

• To manage end to end pricing requests (SMP/SRP request) in terms of accuracy, timeliness and completeness, going through the required inputs from relevant department or personnel.

• To generate control and monitoring pricing reports such as price effect reports, pricing initiatives progress reports, price waterfall analysis and other pricing analytics.

• To maintain and keep updated all types of pricing records in different systems such as but not limited to Microsoft AX (including Trade Agreements), Salesforce Pricebook, Pricelists (Broadcasted Internal & External).

• To maintain and keep updated database of competitors equivalent products and prices periodically for purpose of providing supporting assumption on price positioning.

1. To provide insights and feedback to pricing committee in terms of pricing suggestions, pricing issues, price improvements and price competitiveness.

About Pearl:

Pearl connects top talent from around the world with US and EU-based startups that care about finding sharp and hungry talent they can grow with long-term. We provide candidates who pass our vetting process with exclusive upskilling opportunities that enable them to get promoted faster in their new roles. We only work with employers looking to make full-time hires they can continuously mentor and promote.

Note: Please avoid submitting multiple applications; you may request assistance to be re-profiled for a different job opening. If you have an ongoing application, please ask for updates from the team handling your application.

About the job:
Role: Executive Assistant
Work schedule: Full Time | 40 hours per week | 9 AM to 5 PM Eastern Time (can be flexible)
Salary Range: US$ 1,300 - US$ 1,500.00 per month (Dependent on your skills and experience)

About the Role:

As an Executive Assistant, you will play an integral to the smooth operation of the executive team, starting with onboarding and training to familiarize themselves with company processes and tools. They will also manage executive calendars, arrange travel plans, and assist with operational support, ensuring a seamless workflow. This position offers a unique opportunity to work closely with a talented team on a mission to transform lives through innovative AI-driven cell therapy solutions.

Duties and Responsibilities:

• Scheduling/Time Management: Managing complex calendars for the CEO and five other founders, scheduling meetings, and setting timely reminders.
• Travel Management: Arranging domestic and international travel, including flight reservations, hotel accommodations, and other transportation needs.
• Administrative Tasks: Managing logistics for events, including internal team on-site, company events, and conferences.
• Operational Support: Assisting with ad-hoc projects, research, and analysis, such as expense tracking, invoice processing, and other administrative tasks as required.

• At least 2 years of experience as an Executive Assistant
• Is proficient in the ff tools: Gmail, Slack, WhatsApp, Notion, Google Calendar, Clockwise, DocuSign, Microsoft Office (MSFT), Brex & Notion
• Self-motivated & Proactive: Works independently with minimal supervision, takes initiative, and finds creative solutions.
• Calm Under Pressure: Maintains composure in a fast-paced environment with changing priorities.
• Time Management & Multitasking: Excellent at managing time and handling multiple tasks efficiently.
• Detail-Oriented & Organized: Meticulous and highly organized in all aspects of work.
• Effective Communicator & Tech-Savvy: communicates clearly with team members and clients; comfortable with learning and using new software tools.

• Fully Remote Role
• HMO coverage on your 30th day
• Avenues for career progression and development, potential to advance into leadership roles
• Fast-paced, exposure to the talented team working on the impactful mission

LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES

Position: Executive Assistant
Work Hours: M-F 5:00 PM to 5:00 AM Manila time 
Pay Range: $1100 - $1500 monthly

Duties and Responsibilities:

• Support the Chief Executive across a variety of domains.
• Project Management
• Calendar Management
• Email Management
• Special Tasks
• Light Management Work
• Reviewing Metrics
• Customer Service
• Research
• Personal Tasks for CEO

• Tools: Canva, Google Workspace, Office 365, project management tools experience, Monday.com is a plus
• Excellent verbal and written English communication skills
• Seeking a generalist
• Experience in Direct Marketing, E Commerce, Online Sales, Social Media is a plus.
• 5-10 years of experience in the same role
• Strong preference for an experienced candidate who knows how to develop the EA position as the client has never had an EA before. Seeking an experienced, reliable, problem solver, autonomous, proactive, and productive candidate

We prioritize the processing of one active application at a time. If you have applied for multiple job openings within our organization, we kindly request that you direct any update inquiries to the team responsible for handling your initial application.

The Regional HR Manager is responsible for establishing and overseeing all HR functions across the NGO’s operations in Taiwan, Nepal, the Philippines, and Malaysia. This role focuses on setting up a robust HR system from the ground up, including hiring and developing a high-performing HR team. The Regional HR Manager will ensure the development and implementation of HR strategies, policies, and practices that support the NGO’s mission, enhance employee engagement, and comply with local regulations.

Key Responsibilities:

1. HR System Setup and Strategy Development:

• HR Infrastructure: Design and implement a comprehensive HR infrastructure that supports the NGO’s strategic goals and operational needs.
• Policy Development: Develop and standardise HR policies and procedures across regions, ensuring compliance with local labor laws.
• Strategic Alignment: Align HR strategies with the NGO’s mission, vision, and organisational goals to drive effectiveness and efficiency.

2. Recruitment and Talent Management:

• Job Design: Develop detailed job descriptions and specifications for all positions.
• Recruitment Processes: Establish and lead a streamlined recruitment process, including job postings, candidate screening, and interview protocols.
• Onboarding: Design and implement an effective onboarding program to integrate new hires smoothly into the organisation.

3. Hiring and Setting Up HR Team:

• Team Hiring: Take responsibility for hiring and setting up the regional HR team. Define roles, recruit, and onboard HR staff in each operational country.
• Team Development: Mentor and develop the HR team to ensure they have the skills and knowledge needed to support the organisation effectively.

4. Employee Relations and Engagement:

• Work Environment: Create and maintain a positive, inclusive, and collaborative work environment.
• Conflict Resolution: Address employee grievances and mediate conflicts, ensuring fair and consistent resolution.
• Engagement Programs: Develop and implement employee engagement initiatives to foster motivation and commitment.

5. Training and Development:

• Needs Assessment: Conduct training needs assessments to identify skill gaps and development opportunities.
• Program Development: Develop and deliver training programs and professional development opportunities to enhance employee skills and performance.

6. Compliance and Risk Management:

• Legal Compliance: Ensure all HR practices comply with local labor laws and regulations in Taiwan, Nepal, the Philippines, and Malaysia.
• Risk Mitigation: Develop and implement risk management strategies to address potential HR-related risks and ensure organisational resilience.

7. HR Administration and Systems:

• HRIS Implementation: Select, implement, and manage an HR Information System (HRIS) to streamline HR processes and data management.
• Payroll and Benefits: Oversee payroll processing, benefits administration, and ensure accurate and timely compensation for all employees.
• Employee Records: Maintain accurate and confidential employee records in compliance with legal and organisational requirements.

8. Reporting and Analysis:

• HR Metrics: Establish and monitor key HR metrics to assess the effectiveness of HR practices and inform strategic decisions.
• Regular Reporting: Prepare and present regular HR reports and analytics to the Executive Director and other stakeholders.

9. Outsourcing and Vendor Management:

• Outsourcing Decisions: Identify HR functions suitable for outsourcing and manage relationships with external HR service providers.
• Vendor Performance: Monitor the performance of outsourced functions to ensure they meet the NGO’s standards and requirements.

Education:

• Bachelor’s degree in Human Resources, Business Administration, or a related field (Master’s degree preferred).

Experience:

• Minimum of 5-8 years of experience in HR management, with at least 3 years in a regional or multi-country role.
• Proven experience in setting up and implementing HR systems and strategies from the ground up.
• Experience in hiring, developing, and managing an HR team.
• Familiarity with HR practices and labor laws in Taiwan, Nepal, the Philippines, and Malaysia is highly desirable.

Skills and Competencies:

• Strong knowledge of HR principles, practices, and employment laws.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to work effectively in a multicultural and diverse environment.
• Strong organisational and project management skills.
• Proficiency in HRIS and other HR software.

Personal Attributes:

• Passionate about children's education.
• High ethical standards and integrity.
• Strategic thinker with a proactive approach to problem-solving.
• Ability to handle sensitive and confidential information with discretion.
• Flexibility and willingness to travel frequently to different countries.

• Competitive salary
• Relocation support provided
• 2 weeks paid annual leave
• Possible hybrid working structure
• Rewarding and meaningful job that makes an impact on children's education

Responsibilities (how we will measure success)

The successful incumbent will represent the first line of defense, with a focus on providing quality periodic review work on both clients and investors, supporting the Asia Pacific Team. The tasks will be completed in accordance with internal AML/CFT policies and procedures, as well as international and domestic AML/CFT regulations and guidelines. This role will be to support the Fund Administration and Corporate Services segments.

Tasks (what does the role do on a day-to-day basis)

Periodic Review

• Perform AML/KYC periodic reviews and drive remediation efforts on existing clients to ensure all gaps are closed and in accordance with applicable regulations.
• To support team members in conducting screening, review of due diligence documents including source of funds & wealth, and risk assessments within established timelines.
• To ensure KYC documents are up to date and properly recorded/refreshed.
• To provide independent recommendations to mitigate the identified risks across the existing client book where necessary, and/or be responsible for escalating the findings to the necessary stakeholders.
• To assist the wider cluster teams with managing client data and trackers to see through the completion of full client KYC lifecycles.
• To perform management reporting on key statistics and status updates in an efficient manner.
• To support wider department initiatives in terms of policy and system application.
• Be the point of contact for clients to collect due diligence documents in relation to periodic reviews and provide timely responses to the same.
• To act as a resource to the other departments and stakeholders where required.

Other

• Support the department as required within the confines of role.
• Undertake any additional reasonable duties as required the Firm.

  Key competencies for position and level

• Strong analytical skills with excellent attention to detail
• Organised and meticulous when handling large volumes of data and workstreams
• Results oriented and ability to multitask and manage high volumes of priorities in a fast-paced environment
• Resourceful with good verbal and written communication skills

•  

  Key behaviours we expect to see

  In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Taking Ownership
• Resilience
• Positivity
• Proactivity

About Pearl:

Pearl connects top talent from around the world with US and EU-based startups that care about finding sharp and hungry talent that they can grow with long-term. We provide candidates who pass our vetting process with exclusive upskilling opportunities that enable them to get promoted faster in their new roles. We only work with employers who are looking to make full-time hires they can continuously mentor and promote.

Note: Please avoid submitting multiple applications; you may request assistance to be re-profiled for a different job opening. If you have an ongoing application, please ask for updates from the recruiter handling your application.

About the job:
Role: Executive Assistant
Work schedule: Full Time | 40 hours per week |Flexible, UK Time
Salary Range: US $1,500.00 per month (Dependent on your skills and experience)

About the Role:

We are seeking a qualified Executive Assistant to provide comprehensive support to our client and ensure their day-to-day operations run smoothly. This position is ideal for a proactive and resourceful individual who can manage multiple tasks effectively and prioritize competing deadlines.

Duties and Responsibilities:

• Tier 1: Business Support:
• Project/Task Management: Planning, tracking, and executing projects and tasks to meet deadlines and objectives efficiently. Batch tasks to ensure that I get through necessary “busy” work that no one else can execute
• Research: Conducting comprehensive research on various topics to provide valuable insights and information.
• Website and Social Support: Managing website content updates and providing assistance with social media management to enhance online presence.
• Ensure availability/access of data. Help gather relevant quality and financial data. Format to allow trending in Excel. Ensure that reporting gets to necessary parties- banks, etc.
• Support email marketing - coordinate email list and find ways to manage (unsubscribe, etc).
• Creating processes: Setting up automation, sending invoices, making sure the business runs on rails.
• Knowledge Management: Help organize online files in a way that I can find them when needed
• CRM / Customer information management: Organizing and research customer data
• Tier 2: Personal Support:
• Email Management: Organizing and prioritizing incoming messages, ensuring timely responses, and decluttering the inbox.
• Email communication: With clients and their assistants
• Calendar Management: Scheduling appointments, coordinating meetings, and managing commitments to optimize time. Schedule clashes and rebooking.
• Management of bi-weekly meetings with 6 people the client is coaching. Making sure the client doesn’t overload himself.
• Family/Home/Lifestyle Management Support: Assisting with personal tasks such as family event planning.
• Making sure the client is not overloaded: Telling the client when he’s too overloaded and helping to rearrange appointments
• Tier 3: Growth Support:
• Process Improvement: Analyzing existing processes and identifying areas for enhancement to optimize productivity and efficiency.
• Thought Partner: Engaging in strategic discussions and providing valuable input and perspectives to support decision-making.

• Minimum of 3 years of experience as an Executive / Personal Assistant
• Proficient different tools such as Google Workspace, Convert Kit, Notion, WhatsApp, CRM tools and pipedrive
• Strong organizational, time management, and multitasking skills.
• Excellent communication, interpersonal, and writing skills.
• Ability to learn new software programs and adapt to changing priorities.
• Discretion, tact, and the ability to maintain confidentiality.
• A positive attitude, willingness to learn, and a passion for supporting a dynamic team.

• Fully Remote Role
• Collaborate with great minds who have worked with companies like Apple and Tesla
• Avenues for career progression and development, potential to advance into leadership rol

About Pearl:

Pearl connects top talent from around the world with US and EU-based startups that care about finding sharp and hungry talent that they can grow with long-term. We provide candidates who pass our vetting process with exclusive upskilling opportunities that enable them to get promoted faster in their new roles. We only work with employers who are looking to make full-time hires they can continuously mentor and promote.

Note: Please avoid submitting multiple applications; you may request assistance to be re-profiled for a different job opening. If you have an ongoing application, please ask for updates from the recruiter handling your application.

About the job:
Role: Executive Assistant & Appointment Setter
Work schedule: 40 hours per week | Fri to Wed (Thursday off) | 9 AM to 6 PM Pacific Time (can be flexible)
Salary Range: US $1,500.00 per month (Dependent on your skills and experience)

About the Role:

We are seeking a highly organized and detail-oriented Executive Assistant to provide comprehensive administrative and operational support to a fast-paced professional. This role will encompass a variety of tasks across three key tiers: Appointment Setting & Business Support, Personal Support, and Growth Support.

Duties and Responsibilities:

Tier 1: Appointment Setting & Business Support

• Calendar Management:
• Schedule appointments, coordinate meetings, and manage commitments to optimize the principal's time.
• Utilize scheduling software and maintain an accurate calendar.
• Instagram Appointment Setting:
• Following a provided script, schedule appointments via Instagram direct messages (DMs).
• Qualify leads through DMs to ensure a good fit for the program based on financial eligibility and program relevance.
• Email Management:
• Organize and prioritize incoming email messages.
• Craft timely and professional responses to inquiries.
• Maintain a clutter-free inbox through effective organization practices.
• Project/Task Management:
• Plan, track, and execute projects and tasks assigned by the principal.
• Manage deadlines and objectives efficiently.
• Website and Social Media Support:
• Assist with website content updates and social media management to enhance online presence.
• Research:
• Conduct comprehensive research on various topics to provide valuable insights and information to the principal.

Tier 2: Personal Support

• Family/Home Management:
• Assist with personal tasks such as family event planning (if applicable).
• File Management:
• Organize and maintain electronic files for easy retrieval.

Tier 3: Growth Support

• Process Improvement:
• Analyze existing processes and propose enhancements to optimize productivity and efficiency.
• Thought Partner:
• Engage in strategic discussions with the principal, providing valuable input and perspectives.

Immediate Tasks (Week 1):

• Undergo training sessions on company protocols, software tools, and specific workflows.
• Participate in introductory meetings with key team members.
• Begin managing emails and scheduling appointments for the principal.
• Initiate research projects as assigned.

• Minimum of 2 solid years of experience in an administrative or executive assistant role.
• Proficient in Google Workspace, WhatsApp, Stripe,  CRM and project management tools.
• Previous experience in bookkeeping and CRM management
• Strong written and verbal communication skills in English.
• Excellent organizational and time management skills.
• Ability to learn and adapt to new technologies and processes quickly.
• Strong attention to detail and accuracy.
• Ability to work independently and manage multiple priorities effectively.
• Discretion and professionalism are essential.
• A positive and proactive attitude with a willingness to learn.

Partner Services engages with existing and future partners to make them successful on Booking.com. We want to provide our guests with the widest choice of accommodations at the best prices. We focus on partner growth in volume and business value.

The Outbound Executive will be responsible for adding  support towards our Partner base from new Regional Outbound Sites. The regional sites will make partners aware of opportunities and support promotional campaigns. Within the team, we are looking for an Outbound Executive.

As an Outbound Executive, you will be responsible to proactively contact new partners or leads. You will be working in our dynamic, pleasant and international work environment. In this role you will be working in our Manila office. It is important that you are open, honest, willing to learn and have a strong natural appetite for activities and “go the extra mile”.

What you'll be doing

• Support New Partnerships (NP); from registration to open bookable.
• Proactively contact new/potential supply partners to encourage the completion of their registration.
• Perform all necessary checks to guarantee that relevant supply joins Booking.com, preventing duplicate and fraudulent partners join. 
• Offer support to finish the onboarding process, instruct and educate on tools, provide information & support. 
• Deliver training by phone to new partners on the use of Booking.com’s extranet and rates & availability system. 
• Ad hoc activities that may reasonably be required in line with their main duties. 
• Actively participate in various projects & initiatives within the team. 
• Collaborate with the team and Booking.com’s teams globally to continue to improve how the operation works, eg. processes and tooling. 
• Outbound activities include calling on specific opportunities e.g. availability and maintaining existing inventory.

What you'll bring

• The role requires specialized knowledge (learned on the job or from previous experience).
• Commercial awareness, drive and understanding of key performance drivers for partners on Booking.com.
• Tourism or hotel background and/or education preferred.
• Solution-oriented and results-driven
• Strong work ethic; self-directed and resourceful
• Proactive, flexible and capable of working independently as well as working in a team
• Good computer skills and quick learning of new tools and systems.
• Great telephone communication and promotional skills 
• The role requires basic/ mid-level negotiation (convince others to reach agreement). 
• An eye for accuracy and the ability to be detailed. 
• Language: English; written and verbal

About Pearl:

Pearl connects top talent from around the world with US and EU-based startups that care about finding sharp and hungry talent that they can grow with long-term. We provide candidates who pass our vetting process with exclusive upskilling opportunities that enable them to get promoted faster in their new roles. We only work with employers who are looking to make full-time hires they can continuously mentor and promote.

Note: Please avoid submitting multiple applications, we only process one application at a time; you may request assistance to be re-profiled for a different job opening. If you have an ongoing application, please ask for updates from the recruiter handling your application.

______________

About the job
Role:  Executive Assistant / Chief of Staff
Work schedule: Full Time | 40 hours per week | 3 PM to 12 AM Pacific Time
Type of Contract: Independent Contractor
Salary Range: up to 1,500 USD per month
______________
About the Role:

In this exciting role, you'll be the right-hand person to our CEO, Aaron. You'll wear many hats, providing essential support across various functions, including operations, business development, sales, hiring, and marketing. Your key focus will be on freeing up Aaron's time to focus on strategic initiatives by handling a variety of administrative, logistical, and project management tasks.

Duties and Responsibilities:

Administrative Powerhouse:

• Manage client’s email inbox, including drafting responses, scheduling meetings, and maintaining a clutter-free system.
• Oversee back-office tasks, including bookkeeping (if possible) and expense management.
• Be a whiz at file organization and management, ensuring everything is easily accessible.
• Assist with tasks like travel arrangements and vendor selection.

Business Development & Sales Partner:

• Source and qualify leads using Upwork/Fiverr and B2B account-based marketing techniques.
• Prepare for conferences and client meetings by reaching out to contacts in advance.
• Support the sales team with CRM data management and call follow-up.
• Explore creative ways to build relationships and nurture leads in the pipeline.

Marketing Maven (Bonus Points):

• Assist with social media marketing and managing email marketing platforms like Mailchimp and Zapier.
• Conduct SEO research and explore online advertising opportunities.

Hiring Rockstar:

• Manage the hiring process, including setting up inboxes and candidate screening.

Team Player:

• Collaborate effectively with other team members, providing support and taking on tasks as needed.

• At least 3 years of solid experience as an Executive Assistant or Chief of Staff for US start-up companies
• Has experience in using QuickBooks, Mailchimp, and Zapier
• Working knowledge in using lead generation tools like Apollo.io and the like
• Bonus points for experience with B2B sales prospecting, marketing automation tools, and customer relationship management (CRM) platforms
• A superstar organizer with exceptional attention to detail and a proactive approach.
• Strong written and verbal communication skills, with the ability to communicate, concisely, and with structure.
• A data-driven and results-oriented individual who thrives in a fast-paced environment.
• A self-starter with a strong work ethic and a "get it done" attitude.
• A mission-driven individual who aligns with the company's vision of making quality mental healthcare accessible.
• Proficiency in administrative tools like email management software, scheduling apps, and file organization platforms.
• A willingness to learn and be trained on new tools and processes.

• Fully Remote Role
• Collaborate with great minds who have worked with companies like Apple and Tesla
• Avenues for career progression and development, potential to advance into leadership roles

We are looking for a dynamic and versatile individual to join our team as a Marketing Assistant with Executive Assistant Experience. This unique role combines marketing support with executive administrative duties, providing a valuable opportunity to contribute to our marketing initiatives while supporting our executive team.

Please be advised that excellent ENGLISH communication skills are required for this position.

Key Responsibilities:

• Executive Assistance: Support C-Level executives and partners with a variety of business and personal tasks. Serve as a key point of contact and liaison between the client, partners, and internal teams. Maintain confidentiality and discretion in handling sensitive information.
• Social Media Management: Develop and implement social media strategies to increase brand awareness and engagement. Create engaging content for various social media platforms (e.g., Facebook, Instagram, Twitter, LinkedIn). Monitor and analyze social media metrics to track performance and identify areas for improvement.
• Regular Cadence in Conversion Rate Optimization: Develop and maintain a regular cadence in analyzing, testing, and optimizing conversion rates across various marketing channels and platforms. Design and execute AB tests to evaluate different marketing strategies, messaging, and website elements. Utilize Klaviyo for SMS and email campaigns to conduct AB testing and optimize campaign performance.
• Laser Focus on Conversion Rate Optimization: Demonstrate a strong focus on conversion rate optimization, with proven experience and results. During the pairing session, be prepared to showcase successful conversion rate optimization strategies and outcomes. Analyze conversion rates per SKU to identify trends, opportunities, and areas for improvement. Develop strategies to optimize product performance and drive sales.
• Email and SMS Marketing: Plan and execute email marketing campaigns to nurture leads and drive customer retention. Develop compelling email content, design templates, and manage email distribution lists. Implement SMS marketing strategies to engage customers and promote products or services.
• Support the Creation of Digital Marketing Materials: Support the Creation of Collaborate with content creators to develop compelling digital marketing materials. Contribute to the creation of social media posts, blog articles, and email newsletters.
• Assist in the Development and Implementation of Marketing Strategies: Contribute to the development and execution of marketing strategies and campaigns. Stay informed about industry trends and incorporate findings into strategies.

• Proven experience in marketing roles, with a focus on digital marketing.
• Previous experience in supporting C-level executives or related role.
• Proficiency in website content management systems (e.g., WordPress).
• Strong understanding of social media platforms and digital advertising.
• Experience with email marketing platforms (e.g., Mailchimp, Constant Contact) and SMS marketing tools.
• Familiarity with Google Ads, Google Analytics, and Google My Business.
• Good understanding and ability to interpret data to drive marketing decisions.
• Strong understanding of the Virtual Staffing landscape and client needs.
• Exceptional ability to communicate and foster positive business relationships
• Self-driven and proactive, accountability and personal organization are essential
• Ability to work collaboratively in a team and cross-functional environment
• Detail-oriented with the ability to manage multiple tasks and prioritize effectively.

GOOD-TO-HAVE

• Knowledgeable in SEO: Possess in-depth knowledge of SEO principles, including keyword research, meta tags optimization, on-page optimization, and link-building strategies. Develop and implement SEO plans to improve organic search rankings and drive targeted traffic to client websites. Have a thorough understanding and hands-on experience with meta tags optimization and SEO best practices. Present concrete plans for SEO improvements and demonstrate proficiency in AB testing using Klaviyo for SMS and email campaigns.
• Google Account Management: Manage Google Ads campaigns to drive traffic, leads, and conversions. Monitor and optimize Google Analytics to track website traffic, user behavior, and campaign performance. Utilize Google My Business to enhance local search visibility and manage online reviews.
• Knowledgeable of the Go High Level platform and Airtable.
• Familiarity with Google Ads, Google Analytics, and Google My Business.

System and Work Setup Requirements:

• A stable and high-speed internet connection preferably 25 MBPS or higher with backup in cases of power interruption or service provider issues
• Own PC/laptop with 8GB RAM, and a processor of Core i3 / AMD Ryzen 3 / 2013 Mac equivalent or higher; Windows 10 or above / Catalina 10.15 or newer; with up-to-date web browsers, and security software, 500GB/128 SSD storage
• Headset/earphone with noise cancellation and webcam at 720p or higher resolution
• A designated, quiet, and well-organized workspace free from distractions to facilitate focused work

Note:

Not all stated requirements are necessary. Some might be optional, nice-to-have, or even preferred.

1.

At NielsenIQ Analytics, we enhance clients' sales strategies by optimizing price, promotion, and shelf placement. With purchase decisions made in-store, brands need effective distribution and sales strategies. As a graphic designer, you'll create visually compelling campaigns promoting our products and services to maximize our clients' store presence and optimize their retail investments.

Responsibilities

• Design and Development: Create high-quality visual content for sales materials, including presentations, flyers, product sheets, infographics, email templates, and digital content.
• Collaboration: Work closely with the inside sales team to understand their needs and develop visual solutions that enhance their sales presentations and communications.
• Brand Consistency: Ensure all design materials adhere to company brand guidelines and maintain a consistent visual identity across all sales and marketing collateral.
• Content Creation: Develop engaging and informative content that highlights the features and benefits of our products and services.
• Project Management: Manage multiple design projects simultaneously, ensuring timely delivery and prioritization based on the sales team's needs and deadlines.
• Market Research: Stay updated on industry trends and competitor activities to inform design strategies and ensure materials are current and relevant.
• Quality Control: Review and proof all design work to ensure accuracy, quality, and alignment with company standards and client needs.
• Feedback and Revisions: Incorporate feedback from the sales team and other stakeholders to refine and improve designs.

PLEASE NOTE: We are currently only considering candidates who are based in the Philippines

Job Title: Operations and Executive Assistant

Working Hours: Flexible as long as the hired candidate is able to work 4 hours UK time Zone the remaining hours can be flexible.

Salary Range: $900 - $1400 per month

Role Overview:

 As an Operations Analyst at Appleton Way, you will play a key role in the heart of our operations. This position involves a wide range of responsibilities including sourcing new products, setting up brands on Shopify, managing logistics, and coordinating with stakeholders to ensure the smooth running of our business ventures. You will be expected to bring a mix of analytical skills and creativity to drive improvements and efficiency across our operations.

Duties and Responsibilities:

• Conduct market research to identify new product opportunities and eCommerce trends.
• Assist in setting up and optimizing eCommerce stores on Shopify.
• Analyse logistics and supply chain processes to identify areas for improvement.
• Collaborate with internal and external stakeholders to ensure project timelines and expectations are met.
• Prepare and present reports on operational performance and project progress.
• Support the development and implementation of operational strategies.
• You should be willing to get involved in different parts of the business beyond your core job description.
• Perform General admin/ Executive Assistant responsibilities.

• 3+ years of experience in Operations or a similar role.
• Must be a native or near-native English speaker.
• Strong analytical and problem-solving skills.
• Familiarity with eCommerce platforms, particularly Shopify, is preferred.
• Excellent communication and collaboration skills.
• Ability to work independently in a fully remote environment.
• Proven track record of success in previous roles; experience in operations is a plus but not required.
• Motivated and keen to learn, with a strong work ethic.
• A bachelor's degree in Business, Operations Management, or a related field is desirable.

Holiday: TBD

LOOKING FOR FILIPINOS WHO ARE PHILIPPINES-BASED CANDIDATES

We prioritize the processing of one application at a time. If you have applied for multiple job openings within our organization, we kindly request that you direct any update inquiries to the team responsible for handling your initial application.

Job title: Executive Assistant

Salary range: 900-1200 USD/month

Schedule: M-F 9AM-5PM EST

ABOUT THE COMPANY

The industry of the client’s company is a recruiting for insurance brokers

Responsibilities:

• This individual will be building out lists of prospective recruits in the insurance agency field, then accessing client's LinkedIn for direct outreach and setting up calls/meetings
• They will then do the same thing for prospective clients with defined criteria
• Research topics and coordinate flights and travel both for work and personal use
• Schedule conversations and meetings for client
• Event planning for work (coordinate get togethers for team and team building activities)
• Coordinate vendors and develop outreach work or capturing sign ups

• Minimum 2 years of experience
• Above Average to Excellent communication and written skills; minor accent is acceptable
• Tools: Office 365, Google Workspace, Google Drive, Notion (big plus), and Sales Force (big plus)
• Must be detail oriented, coachable, friendly, fun, and trustworthy  

General Purpose:

As an Executive Legal Assistant, you will play a vital role in supporting the legal team's efforts in delivering exceptional services to our clients. Your expertise in law firm practices, coupled with your proficiency in Clio Practice Management Software, will be instrumental in ensuring the smooth functioning of our practice. You will collaborate closely with our attorneys and paralegals to manage administrative tasks and contribute to the success of our legal endeavors.

Responsibilities:

• Welcome and interview clients, assess their legal needs, explain legal services, and maintain accurate records.

• Provide administrative support to attorneys and paralegals.

• Draft and proofread legal documents, including wills, trusts, estate plans, probate, personal injury, real estate etc. filings.

• Manage client communication, scheduling appointments, and maintaining confidentiality.

• Assist in organizing and maintaining case files and documents.

• Conduct legal research and compile relevant information for cases.

• Coordinate with clients, opposing counsel, and court personnel as needed.

• Data Entry Management

• Bachelor's degree or equivalent work experience in a legal setting.

• Minimum of 3 years of experience as a Legal Assistant.

• Strong organizational skills with meticulous attention to detail.

• Excellent written and verbal communication skills.

• Ability to work collaboratively in a team-oriented environment.

• Proficient in legal research techniques and using legal databases.

• Discretion in handling confidential and sensitive information.

• Adaptability and a proactive approach to problem-solving.

• Experience supporting C-level executives or senior management.

• Knowledge of legal industry-specific terminology and trends.

• Work From Home (Mon-Fri; 10:00 AM - 7:00 PM EST)
• Must be amenable to work in a night shift schedule
• Benefits Package from Day One including HMO coverage
• Paid Time Off and Quarterly Sick-Leave Conversion
• Paid Government Mandated Benefits (SSS, PHIC, Pag-IBIG)

Salary: P60,000 to P80,000 (Monthly Package)

Schedule: Monday – Friday (09:00 AM - 06:00 PM EST)

What are we looking for?

Skills Required:

• Proven experience as an Executive Legal Assistant
• Proficient in using Dropbox and other document management systems
• Excellent written and oral communication skills

Nice to Have:

• Experience with CLIO practice management software highly preferred
• Experience with Lawmatics software highly preferred
• Knowledge of trademark process is a plus

What will you do?

• Provide administrative support to the team remotely.
• Perform clerical tasks such as organizing electronic files, managing emails, and scheduling appointments.
• Utilize electronic document management systems to maintain and update important files and documents.
• Assist with project management tasks, including coordinating deadlines and tracking progress.
• Conduct data entry and maintain accurate records of information.
• Interact daily with prospective clients, current clients, and attorneys via electronic means.
• Manage prospective client intake process (including onboarding).
• Proofread documents for errors and ensure they adhere to company standards.
• Conduct online research for legal and general information.
• Communicate with current clients about matters and billing.
• Assist firm's marketing activities, including social media management.
• Create copy for and scheduling of posts on firm's social media platforms.
• Manage firm's social media platforms, including responding to mentions and comments on firm's social media platforms, responding in a timely manner.
• Assist in preparing and filing trademark applications with the USPTO and other authorities.
• Maintain firm's trademark docket.
• Proofread and format legal documents (ex. contracts).
• Prioritize tasks effectively and meet deadlines.
• Provide support to firm in various administrative tasks and legal matters as needed.

Join the awesome team and enjoy these benefits & perks:

• Home-based work setup
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client --- A bicoastal, virtual business and entertainment law firm that provides legal support to all types of creatives (including podcasters, influencers, dancers, bloggers, and content creators) and entrepreneurs during every step of their business journeys.

To learn more about our awesome opportunities, visit connectos.co/careers

#ConnectOS #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

We are looking for a skilled Accounts Payable Officer to be responsible for processing all invoices received for payment and for undertaking the payment of all creditors in an accurate, efficient and timely manner.  Accounts Payable Officer is essential for ensuring accurate financial record-keeping, maintaining strong vendor relationships, optimizing cash flow, supporting financial reporting and audits, and driving operational efficiency and cost control within the organization. Their role is integral to the overall financial management and success of the organization.

Job Responsibilities:

1. Process outgoing payments in compliance with financial policies and procedures
2. Perform day to day financial transactions, including verifying, classifying, and recording accounts payable data
3. Reconcile the accounts payable ledger to ensure that all bills and payments are accounted for and properly posted.
4. Verify and investigate discrepancies, if any, by reconciling vendor accounts and monthly vendor statements
5. Facilitate payment of invoices due by sending bill reminders and contacting clients
6. Generate reports detailing accounts payables status
7. Understand expense accounts and cost centers
8. Understands compliance issues around accounts payable processes (W-9, sales tax, etc.)
9. Various administrative tasks, including mailings, typing correspondence, report preparation, scanning, etc.

Record to Report (RTR) officer plays a crucial role in ensuring the financial health and reporting of the organisation. Their responsibilities typically encompass a range of tasks covering all Carousell Entities.

You will:

• Support the RTR team in doing the monthly activities including but no limited to accruals, prepayments, fixed assets and lease accounting for all the Carousell entities.

• Ensure accurate and timely recording of financial transactions specifically during finance month-end closing and related to RTR activities

• Prepare monthly account schedules and reconciliations

• Communicate financial information and updates to finance controllers across Company entities

• Address inquiries and provide clarification on financial matters related to RTR activities

LOOKING FOR FILIPINOS WHO ARE PHILIPPINES-BASED CANDIDATES

We prioritize the processing of one application at a time. If you have applied for multiple job openings within our organization, we kindly request that you direct any update inquiries to the team responsible for handling your initial application.

Position : Executive Assistant

Work Hours : Monday to Friday 9-5pm EST

Pay Range : USD 900-1,200/month

Company/Client Overview:

They help homeowners tackle problems, sell your house, and reach your goals faster.

Duties and Responsibilities:

• Travel Management and Coordination:
• Arrange all travel accommodations including flights, hotels, and transportation.
• Prepare detailed itineraries and ensure all travel arrangements are made in accordance with company policies.
• Scheduling & Calendar Management:
• Maintain and organize executives' calendars, scheduling appointments, and meetings.
• Coordinate with internal and external stakeholders to schedule meetings efficiently.
• Inbox and Email Management:
• Monitor and manage executives' inbox, responding to or redirecting emails as necessary.
• Administrative Support:
• Handle all professional and personal administrative tasks and appointments for executives.
• Record meeting minutes accurately and distribute them in a timely manner.
• Meeting and Event Planning:
• Plan and execute meetings, conferences, and events.
• Coordinate logistics such as venue booking, catering, and audio-visual equipment setup.
• Document Preparation and Review:
• Prepare and review documents, presentations, and spreadsheets for accuracy and completeness.
• Ensure all documents are properly formatted and organized.
• Confidential Information Handling:
• Handle confidential information with discretion and maintain confidentiality at all times.
• Data Organization and Analysis:
• Organize and analyze data to support decision-making processes.
• Prepare reports and presentations based on data analysis.
• Office Management Tasks:
• Assist with office management tasks such as ordering supplies, maintaining equipment, and coordinating office maintenance.
• Basic Accounting/Bookkeeping:
• Perform basic accounting and bookkeeping tasks such as expense tracking and invoice processing.
• Basic Project Management:
• Assist with basic project management tasks including task coordination, progress tracking, and documentation.

• At least 5 years of relevant experience
• Preferably prior experience as a Real Estate Executive Assistant
• Proficient in Microsoft Tools (Word, Excel, PowerPoint) and Google Workspace.
• Strong communication skills, both written and verbal.
• Impeccable attention to detail and organizational skills.
• Ability to meet deadlines and prioritize tasks effectively.
• Ability to work independently with minimal supervision.

WHAT IS THE JOB LIKE?

• Manage professional scheduling for the VP of Tax Administration Group, including agendas, email, phone calls, and other company logistics
• Serve as a primary point of contact between the Tax Administration Group and other groups within the Conglomerate, including helping to coordinate the work of the different groups and providing administrative support for meetings.
• Maintain email and other contact directories (both for internal and external customers)
  Answer and respond to phone calls, prioritize emails, communicate messages and information to VP, Tax and the team.
• Organize team communications, including scheduling, sending invite, reminder, etc.
• Attend meetings and take notes of discussion; prepare the initial draft of minutes and summaries.
• Make travel and accommodation arrangements for the team in case of out-of-town BIR fieldworks
• Maintain paper and electronic filings systems, especially the confidential and sensitive information/documents.
• Handle printing, mail/ packages, copying, filing, and email/messages.
• Assist in preparing the team’s annual budget.
• Prepare, reconcile and submit expense reports on a monthly basis, or as needed.
• Monitor and handle ordering of office supplies and other assets (e.g., laptop, printer, filing cabinets and etc.) needed by the team
• File and monitor VP, Tax and the team’s reimbursements via Concur, as well as handling all needed requirements by Aspen
• File and handle the team’s other expenses, such as training, seminars, meetings and subscriptions thru SimpliRFP and monitor payments to the corresponding suppliers
• Other additional administrative and/or alternative duties as assigned from time to time

To work within the Depositary team, assisting in carrying out asset verification, cash monitoring and compliance oversight for investment funds investing in private equity, real estate, infrastructure, renewable energy, and other asset classes.

Day-to-day direct responsibility for assisting the oversight and management of a portfolio of Depositary clients whilst providing supervision and support to Depositary Associates, including, but not limited to, asset verification (primarily ensuring that each Client Fund or Fund entity has supplied sufficient information to prove good legal title over the assets it owns), cash monitoring (primarily ensuring all cash transactions are consistent with the Funds operations, and cash balances are reconciled) and compliance oversight (primarily ensuring the Client is complying with all relevant aspects of the AIFMD), understanding the AIFMD legislation.  

Tasks 

Ensuring, by direct undertaking and by review of Depositary Associates’ work:

• Assisting the Depositary team in ensuring each Client Fund or Fund entity have supplied sufficient documentary evidence to prove effective legal title over the assets they claim to own;
• You understand risk factors across each asset class and/or the location of assets;
• You understand the legal frameworks under which assets are held;
• Assisting the Depositary team in ensuring each Client Fund or Fund entity cash flows are in consistent with its operations and cash balances reconciled
• Assisting the Depositary team in ensuring ongoing Client compliance with the AIFMD
• Taking responsibility for the duties delegated to you and to ensure that any concerns or potential risks are mitigated and where appropriate escalated to the Depositary Manager;
• Taking the initiative and to suggest new procedures to efficiently and effectively assist the team going forward;

You will build strong customer relationships with existing and new clients, gaining insight into their needs and delivering customer-centric solutions.  

Drawing on your existing experience you will be responsible for the AML/KYC preparation, analysis and set-up of the investors’ files eg. Individual, Company, Trust, Foundation, Regulated entity.

Following our policies and procedures is a must; meeting our regulatory obligations is essential but there will be times when you need to use your own judgment to highlight any significant finds and put forward any recommendations to help us find an appropriate solution.

Balancing your day with different priorities and working closely with your colleagues to on-board our new clients is essential. Uou will follow-up of the KYC files with the relevant parties when needed such as Auditor, AIFM, Depositary, Compliance, Management. You will do AML screening, filing and scanning of the KYC documentation as well as receive, investigate and answer emails/ queries from internal and external parties in a timely manner.

We are never complacent and always encourage our people to look for ways to improve our business; here everyone’s opinion counts and we will value your contribution.

Your long-term career goals are important to us too. We want to make sure we’re providing the support and opportunities you need to achieve your dreams so we can build a successful future, together. 

Responsibilities (how we will measure success)

• Support other IQ-EQ departments, provide and share AML/KYC expertise during day to day business
• Responsible of a portfolio of investors for AML/KYC onboarding process
• Making sure every file is duly monitored and that appropriate actions are taken for incomplete KYC file, including, but not limited to reminders, phone calls and organisation of meetings
• Prepare relevant checklist in line with the investor profile and update database
• Keep your portfolio updated and provide regular feedback to your Line Manager
• Participation to client meetings.

Tasks (role on a day-to-day basis)

• Analysis of the KYC files with the screening and updating database
• AML/KYC preparation, analysis, set-up of the investors’ file and identification of main issues
• Answer emails/queries from internal and external parties in a timely manner
• Assess the level of risk inherent to each investor to determine a risk-based approach in line with IQ-EQ internal policy
• Effective and efficient communication of AML and regulatory information
• Organise meeting with different stakeholders (Clients, Client Directors, Compliance) and support other departments
• Be the point of contact and provide support to Transfer Agent Team and Fund department in general
• Support other IQ-EQ departments, provide and share AML/KYC expertise during day to day business
• Review KYC on investors during periodic review
• Identify the main risks in relation with the monitoring of existing clients. Escalate the risks to the Line Manager and Compliance
• Escalation process to Group Risk & Compliance (PEP, HIGH…)
• Provide support to the Business during preparation of escalation process to group Risk & Compliance (PEP, REP requests)
• Preparation of Key Risk Indicators
• Answering to regulatory requests including the completion of the annual AML questionnaire
• Participation to the various Audit missions and to provide supporting documents for internal and external AML audits
• Attendance to Board meeting when and if required
• Providing advice to the Management and to the staff on AML/legal related matters
• Training of new joiners and advanced training such as new regulations, AML, new process etc
• Perform name screening and file review as 2nd line of defence and supervise the reviews done by Officer and Junior team members
• Participate to the internal Meeting to share experiences and information/projects within the department
• Setting up action plan if situation remains blocked despite several reminders for incomplete investor files and regular follow-up with the team members on their project status
• Supervise tasks performed by other officers which are related to Funds Clients and share experiences and knowledge within the department
• Maintain an appropriate AML Program (including documented policies and procedures)
• Regulatory watch related to AML matters and fund industry
• Emphasize and strengthen the 1st line of defence culture within IQ-EQ during day to day activities
• Taking part of a good governance model for IQ-EQ

Key competencies for position and level (see Group Competency model)

• Interpersonal savvy
• Action orientation
• Plans and aligns
• Demonstrates self-awareness

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Attention to detail
• Taking ownership
• Approachability
• Organisation
• Team player
• Solution-oriented
• Quality assurer
• Multi-task
• Good communication

Responsibilities (how we will measure success)

• Support the Luxembourg-based Portfolio Management AIFM Department in fulfilling its day-to-day obligations related to AML/KYC on investment for both external and internal parties

Tasks (what does the role do on a day-to-day basis)

• Support in the drafting of AML/KYC services agreement and legal documents
• Collect of appropriate AML/KYC related documentation based on Luxembourg guidelines
• Support implementation and maintenance of documents collection methods (eg monitor the share box and monitor any updates)
• Perform controls on WorldCheck: name screening and monitoring against targeted financial sanctions lists
• Perform Adverse Media controls
• Maintain AML/KYC files (e.g. organize folders, name document in proper way)
• Create and maintain reports on the AML/KYC data for each investment (e.g. create for each investment a checklist with the status of the documents received)
• Perform regular review of AML/KYC documents for the ongoing monitoring (e.g. updated document like trade register)
• Escalate significant deficiencies and issues to Senior AML/KYC officer and Luxembourg Portfolio Management Team
• Support the Portfolio Management Team in ad-hoc requests received from various stakeholders

Key competencies for position and level (see Group Competency model)

• Action Orientated         
• Being Resilient
• Organisational Savvy    
• Plans and Aligns          
• Customer Focus           
• Interpersonal Savvy      

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Proficient verbal and written English, other languages are an advantage
• Eager to learn and grow
• Ability to work in team: excellent interpersonal and communication skills towards management and staff
• Be well organized, with attention to detail and autonomous
• Drive, initiative and ownership
• Flexible working hours

As part of our Depositary Services team who are responsible for our Private Equity and Real Estate Fund clients; you'll build strong customer relationships with existing and new clients, external providers to gain an insight into their needs and ensure we deliver customer-centric solutions. 

Drawing on your existing experience you will be responsible for safeguarding and verifying the ownership of their assets and monitor the performance of cash flow activities, to include the oversight checks and control of valuations.

Compliance and regulations has never been more complex; you’ll need to ensure we comply with the AIFMD requirements and keep up to date with legislation, professional standards and regulatory changes affecting the Luxembourg domiciled funds, safeguarding us from potential risks.

You’ll need to be thorough in all you do, using your own judgment to highlight and report complaints, operational risks, suspicions in accordance with our local procedures. 

Together we find solutions and make things happen but to do this we want you to contribute; looking for ways to help us get better at what we do in the most efficient and effective way.

Knowing how to build effective relationships with your immediate colleagues and other team members within the wider business. Having open dialogue, working collaboratively and instilling trust, through honesty integrity and sincerity will be an essential requirement for this role.  

Your long-term career goals are important to us too. We want to make sure we’re providing the support and opportunities you need to achieve your dreams so we can build a successful future, together.