A SNAPSHOT OF YOUR ROLE

• Research on prospects and customers and find innovative ways of engaging with them to drive sales.
• Initiate sales process by scheduling appointments.
• Perform outbound customer calls to promote and sell a product or service.
• Create, maintain and update database of customers with complete information and emails.
• Send or email product literature, brochures, catalogues and other campaign material.
• Deliver high level sales presentations to owners of small targeted businesses.
• Communicate the value of our IT Management Platform.
• Secure trial evaluations that lead to annual agreements.
• Manage sales opportunities through pipeline stages.
• Refer customers’ needs or inquiries to appropriate departments like sales
• Achieve sales goals for new partner agreements.
• Maintain professional and technical knowledge in order to effectively communicate company capabilities to existing new prospects.
• Attend trainings to stay up to date with the specifications of new products and service offerings

A BIT ABOUT YOU

• Relevant experience in presenting to North American prospects
• Solid background in outbound sales
• Business to business (B2B) experience is preferred
• Remarkably energetic and motivated
• Excellent communication skills
• Above average objection handling abilities
• Highly adaptable and persistent
• Strong work ethic and a positive attitude along with a desire to learn
• Full-time position

Join the A-Team and experience the A-Life!

Overview

The Trainer, Quote Desk has the primary responsibility of supporting the Quote Desk team to evaluate their needs and current practices and creating and delivering a training development plan complete with materials, tutorials, instructions, and learning resources such as online modules and guides. This includes - but is not limited to – coaching colleagues, finding ways to improve process or quote ability, interlocking with other departments on one-off projects, data collection and analysis. He/She is also expected to prepare accurate quotes for the CW sales team. This is a hybrid role which he/she is expected to do both training and agent role.

Essential Duties and Responsibilities

• Develop a schedule to assess training needs.
• Conduct employee surveys and interviews.
• Consult with other trainers, managers, and leadership.
• Track and compile collected data.
• Conceptualize training materials based on data and research.
• Communicate training needs and online resources.
• Create training strategies, initiatives, and materials.
• Contact and utilize outside vendors and resources for instructional technology.
• Test and review created materials.
• Maintain a database of all training materials.
• Instruct employee training and onboarding.
• Conduct training through new materials.

Join the A-Team and experience the A-Life!

Join the A-Team and experience the A-Life!

POSITION DESCRIPTION

You are a Workforce Queue Analyst, a champion in your field. As part of the A-team, your role plays an important part in our success. Your tasks for the day include, but are not limited to, the following:

• Efficiently manage call volume and labour resources for inbound and outbound call
  centres, while maintaining and exceeding the organization and client targets
• Monitor designated call centres through various internal and external platforms,
  instituting timely and efficient communication to verify allocation settings, queue
  settings, overflow targets, and media events
• Utilization of multiple platforms to analyse/manage call volume
• Incumbent may provide appropriate recommendations and/or implement queue, DNIS
  priority and holdout adjustments through the various network carrier platforms while
  ensuring that established goals are met (including labour utilization, service levels and
  ASA's overflow and queue settings)
• Professionally provide project specific status information to both operations and client
  contacts
• Provide troubleshooting support for level of escalations and coordination for all
  inbound and outbound systems and call routing issues
• Recognize and initiate escalation for all system difficulties, including switch and ACD
  systems, routing systems, computer systems, customized client computer systems and
  all else applicable
• Analyse and monitor statistical information in a timely manner to ensure proper call
  allocation goals are met
• Responsible for maintaining and coordinating vital information regarding internal day to
  day business; serving as a liaison to clients and all internal departments including, but
  not limited to, Workforce Management, Clients Services, Operations, etc.
• Responsible for data entry and monitoring real time queues to ensure performance is
  within pre-set parameters
• Monitor and adjust statistical reports through real-time displays and technical
  equipment
• Update databases, organizing activities related to maintenance and repair of equipment
• Practice and ensure compliance with that of all the organization’s policies and
  procedures
• Performs other duties as assigned

In a nutshell, you have won the day when you make customers happy with your best and excellent service!

Consistent to our goal as an organization, at Acquire BPO, we are looking for individuals who are passionate in winning; those who enjoy achieving goals with the determination to go beyond hurdles. As a Workforce Queue Analyst, you can perform well if you have:

• A college graduate, preferably of a technical course
• At least two (2) years of Workforce Management experience in a call centre setting is
  required for external applicants
• At least 6-month tenure on current position with above target attendance records for
  internal applicants
• Must be a critical thinker who can contribute to challenging assignments in a business critical environment
• Strong quantitative and qualitative analytical skills with the ability to apply effectively
• Ability to plan well and prioritize work over multiple tasks assigned
• With high sense of urgency
• Good decision making skills and maintains calmness under tight pressure
• Extensive familiarity with call centre software applications; experience working with
  Cisco, and/or Genesys is a plus (for external applicants)
• Expert in utilising MSO applications specifically MS Excel
• Good verbal and written communication and comprehension skills
• Ability to effectively interact with employees at all levels of the organization and work
  with a variety of people from diverse backgrounds
• Ability to maintain confidentiality

Join the A-Team and experience the A-Life!

WHAT IS YOUR ROLE

The technical support specialist is a great opportunity for someone with an aptitude to learn, a love of problem-solving, and a passion for technology and startups. We believe in a strong, friendly culture. While not only helping customers troubleshoot our platform, you will also be an integral part from conceptualization to execution of their business using our program.

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.

WHAT WILL YOU DO

• Answer customer questions over email and live chat.
• Deliver excellent customer service to our customers.
• Write and update support articles.
• Become an expert on our .
• Work closely with the customer succeproductss management and engineering teams.
• Advance your career in the SaaS industry.

• Demonstrated ability to solve technical problems.
• Desire to teach new customers about the platform.
• Ability to answer product and technical questions.
• Comfort working independently, given time zone differences.
• Familiarity with APIs, email infrastructure, DNS,HTML,CSS, and/ or javascript.
• Nice to have experience with JIRA or zendesk.
• Nice to have previous experience in a B2B technical support role at a SaaS company.
• Nice to have experience with email, push or SMS platforms.

• SSS
• Pag-ibig
• Philhealth
• HMO on day one
• 13th-month pay
• Paid incentive leaves
• Personal time-offs (PTOs)
• Sick leave

OVERVIEW

Reporting directly to the Senior Sales Manager of High Velocity Sales Manila. ConnectWise is looking for an exceptionally motivated onsite Salesforce Administrator. 

RESPONSIBILITIES

• Has strong organizational skills
• Good at building relationships and is curious about new ways.
• Good executor – stays on projects and is persistent.
• Is adaptive – shows the ability to pivot and adjust when needed.
• Aims at keeping a log/running list of reporting ideas/improvements.
• Work closely with the leadership team and onshore colleagues to find and address process areas requiring improvement.
• Recommends short- and long-term training strategies for the improvement of training quality.
• Performs other duties that may be assigned from time to time.
• Will be supplying feedback on daily team observations and make recommendations for improved performance.

• Independently exercise excellent judgment, discretion, and sound reasoning in making important decisions
• Excellent professional communication skills needed, both verbal and written

• Must be able to collaborate with Senior Leaders and all levels of employees and consistently exude a pleasant, polished, and professional image.
• Ability to manage multiple projects effectively, with a high degree of accuracy and on time.

• Ability to switch gears and frequently reprioritize while keeping a calm and controlled demeanor.
• Exceptional ability to create and maintain Salesforce databases.
• Demonstrate a strong sense of urgency.
• Full-time position

QUALIFICATIONS

• 2-3 years of experience as a Salesforce administrator in a similar environment.
• In-depth knowledge of Salesforce products and their functionalities.
• Proficiency in creating Salesforce profiles, allocating roles, and managing access.
• Knowledge of importing sales data and generating Salesforce reports and dashboards.
• Ability to provide Salesforce training and end-user support.
• Proficient in the use of MS Excel to generate reports, pivoted data, and graphs.
• Bachelor’s Degree preferred.

ConnectWise is the world's leading software company dedicated to the success of IT solution providers. We do it through our unmatched software, services, and community, and that’s why more IT solution providers use our platform around the world than any other. 

Our company is filled with tech-loving, passionate people who simply want to make IT better. From the top-down, we are all dedicated to guiding our partners and the industry further.

ConnectWise was acquired by Thoma Bravo $1.5B in October 2019. Since the acquisition, ConnectWise has heavily invested in their security solutions as they follow the Thoma Bravo Model. In the first year of being under Thoma Bravo's backing, ConnectWise has acquired four new companies to add to their product portfolio suite, making them a fully unified suite for their IT-MSP and their MSSP customers.

Their Global HQ's are in Tampa, and they also have additional offices in Boston, Pittsburgh and Salt Lake City in the USA and then more offices across the globe with circa 2000 employees. They do also have an office in Manila.

Join the A-Team and experience the A-Life!

Rentokil Initial

Rentokil Initial is an international business services company employing 57,700 colleagues across 90 countries.

We strive to protect people and enhance lives, for example by controlling pests, and improving hygiene. We are experts in the fields we operate in, investing in training, science, innovation and technology. Listening and acting on feedback is part of our culture to support colleagues and our customers. Rentokil Initial regards equality and fairness as a fundamental right of all of its colleagues. We live our values of Service, Relationships and Teamwork which were identified by our colleagues across the world.

Awards

Rentokil InitiaI Philippines is officially ranked in the top three most engaged places to work in the Philippines, as part of the annual Korn Ferry Employee Engagement Awards 2018.

Philippine Best Employer Brand Awards 2019.

Find out more on careers.rentokil-initial.com

Your day-to-day responsibilities will include

1. Service Efficiency

• • Ensure Service Operations’ compliance to Reporting Services (QPMS / Semi –QPMS), Termite Management Program
  • Conduct technical advisory for Services which require site inspection
  • Ensure accurate and on time submission of reports agreed with customer.
  • Undertake periodic inspection to HD/KA customer; discuss fully finding result and recommendation. Seek agreement on the action plan.
  2. Administration and Policy Directive
  • Assist Technical Manager in planning, scheduling, preparation of suitable training materials and conduct of technical training.
  • Assist Technical Manager in updating Authorized Product List, coordinate request on addition and removal from the list. Coordinate with procurement department and chemical supplier on supporting documents.
  • Assist Technical Manager in conducting Service Audit, monitor status of TPA (Technician Performance Assessment)
  • Assist in any program that supports Quality service within division
  • Extend assistance to Branch operations in promoting company products and services and achieving business objective.
  • Supervise and/or assist specific Branch service operation as required after consultation with Branch & Technical Manager.
  • Provide Insect Identification Service for Branches which yet to have the capability and to complement those which have.
  • Constantly improve or upgrade knowledge on Pest Management through private study, membership of association, attendance at course, study of technical literature provided by Company and practical experience in the field.
  • Identify cases where recurrent infestation and/ or lack of customer cooperation, which require follow-up action by local Branch.
  • Submit recommendations and reports with appropriate chemical treatment or monitoring recommendation to the Branch or Service Heads
  • Conduct bi-annual audit and ensure usage of product are compliance on Authorize Product List in all Pest Control Branches.
  • Maintain accurate records of High Dependency / Key Account customer on a current year as reference for review on the status of Pest Management Program.
  • Ensure proper use, maintenance and security of vehicle, equipment monies provided by Company and all technical materials/documents are controlled and will not be used on other purposes outside Company’s interest.
  • Drive SHE policy compliance and zero tolerance policy. Achieve LTAR target set for the year for both Pest Control & Hygiene
  3. Customer Development
  • Ensure all Customer complaints & inquiries are acted as a matter of urgency and importance following the company SOPs and 2/24 promise.
  • To be aware and act on potential sales and collection opportunities to help generate additional new business, up-selling and improve collection.
  • Attend required trainings, meetings, conferences and other official company functions necessary for business growth, government legislation compliance and customers’ requirement.

Do you have what it takes? If you want to be considered for this role you will need:

• Must know how to drive 4 wheel vehicle or motorcycle
• With Professional Driver's License (Restriction 1,2,3)
• College Graduate/Level Or Vocational Course Graduate
• Graduate of Agriculture or any related course is an advantage.
• Fast Learner and can work with minimum supervision.
• Good communication Skills and Customer Service Oriented
• Willing to be trained for career growth.
• Willing to work at Night Shift
• Willing to assign in NCR area
• Male and/or Female are welcome to apply

Are you interested? Here's what you can expect when you join us.

Benefits From Start Date

• HMO (Health Insurance)
• Group Personal Accident Insurance
• Group Term Life Insurance
• Paid Non working holidays
• 13th Month Pay

Benefits after 6 months of continuous work and pass the performance evaluation;

• Annual pay increase
• Vacation Leave
• Sick Leave (with cash conversion)
• Birthday Leave
• Paternity/Maternity Leave
• Matrimonial Leave
• Bereavement Leave
• Other perks
  

Rentokil Initial believes in supporting all employees to provide equal opportunities and avoid discrimination. We also place emphasis on workplace diversity which means that we are serious about creating an inclusive environment that accepts each individual's differences, embraces their strengths and provides opportunities for all colleagues to achieve their full potential.

Do you love to provide a valued professional service throughout your community? Do you feel like you could do the job well? Apply for the role today!

Join the A-Team and experience the A-Life!

• Responsible for the review of Financial Statements with Disclosures and other ad-hoc service requests for funds and/or corporate clients.
• Responsible for the preparation of complex reporting requirements, when necessary.
• Manages and ensures the timely and accurate deliverables of Accountants and Junior Accountants.
• Acquire knowledge and to become SME's of designated clients' requirements and deliverables.
• Ensures and champions compliance by following procedures and checklists following SSAE and other similar statutory requirements.
• Proactively seeks adequate training, feedback and support in both technical and non-technical aspects of the role.
• Assist in the development of the technical competencies of Accountants and Junior Accountants through providing feedback on their deliverables.
• To be able to effectively communicate and relate with the various stakeholders of the team.
• Submits cluster client requirements after thoroughly being reviewed.

You'll play a key role supporting our Client Services team, providing exceptional accounting administration services to your portfolio of clients.

We pride ourselves for being resilient, respectful and open. You’ll need to be pro-active, have a customer-focus mind and create and maintain strong and effective relationships with the UK teams and the wider group, in order to continue the culture of support and collaboration that we have.

You will be responsible for the preparation of Financial Statements with Disclosures and other ad-hoc financial information for our Clients. You will take ownership and respond Client/Investor queries promptly. Using your own judgment to highlight any significant finds and put forward any recommendations to help us find an appropriate solution.

It is essential that you follow the correct processes and procedures to help us ensure we are compliant with applicable laws, service standards, company policies and procedures. You will need to have a curious mind and use your initiative to identify any risks or concerns ensuring you report them in a timely manner.

Every day brings a new challenge so you’ll need to be a team player at heart, with an eye for detail, great organizational skills so you can prioritize your day and sometimes with conflicting deadlines that still need to be met.

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.

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.

• Responsible for the review of Financial Statements with Disclosures and other ad-hoc service requests for funds and/or corporate clients.
• Responsible for the preparation of complex reporting requirements, when necessary.
• Manages and ensures the timely and accurate deliverables of Accountants and Junior Accountants.
• Acquire knowledge and to become SME's of designated clients' requirements and deliverables.
• Ensures and champions compliance by following procedures and checklists following SSAE and other similar statutory requirements.
• Proactively seeks adequate training, feedback and support in both technical and non-technical aspects of the role.
• Assist in the development of the technical competencies of Accountants and Junior Accountants through providing feedback on their deliverables.
• To be able to effectively communicate and relate with the various stakeholders of the team.
• Submits cluster client requirements after thoroughly being reviewed.

Job Description

• Responsible for processing financial information to trial balance and other ad-hoc financial information for PE Fund Structures.
• Responsible for preparation of administration tasks in relation to PE Fund Structures. 
• Ensuring that adequate training has been completed and support provided in order to complete the role and be proactive in defining areas needing attention or support.
• Knowledge of designated clients including a basic understanding, of the client structures, key points of the LPA, Fee Agreements, and SLAs.
• Knowledge of Client deliverables and early escalation of issues to the cell’s Accountant.
• Minimize risk to IQ EQ Philippines by following procedures and checklists and complying with SSAE16 requirements.
• Be proactive in identifying development and training requirements.

You'll play a key role supporting our Client Services team, providing exceptional accounting administration services to your portfolio of clients.

We pride ourselves for being resilient, respectful and open. You’ll need to be pro-active, have a customer-focus mind and create and maintain strong and effective relationships with the UK teams and the wider group, in order to continue the culture of support and collaboration that we have.

You will be responsible for the preparation of Financial Statements with Disclosures and other ad-hoc financial information for our Clients. You will take ownership and respond Client/Investor queries promptly. Using your own judgment to highlight any significant finds and put forward any recommendations to help us find an appropriate solution.

It is essential that you follow the correct processes and procedures to help us ensure we are compliant with applicable laws, service standards, company policies and procedures. You will need to have a curious mind and use your initiative to identify any risks or concerns ensuring you report them in a timely manner.

Every day brings a new challenge so you’ll need to be a team player at heart, with an eye for detail, great organizational skills so you can prioritize your day and sometimes with conflicting deadlines that still need to be met.

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.

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.

Your team will be your key focus, developing their skills and knowledge and build strong customer relationships with existing and new clients gaining insight into their needs and delivering customer-centric solutions.

You’ll be highly organized, pay close attention to detail and know your subject matter as you will reviewing all reporting requirements, including financial statements and ad-hoc client deliverables.

Building strong and effective relationships with colleagues and the wider business is an essential.  You’ll also need to be thorough in all you do, using your own judgment to highlight any significant finds and put forward any recommendations to help us find an appropriate solution.   

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. 

You'll play a key role supporting our Client Services team, providing exceptional accounting administration services to your portfolio of clients.

We pride ourselves for being resilient, respectful and open. You’ll need to be pro-active, have a customer-focus mind and create and maintain strong and effective relationships with the UK teams and the wider group, in order to continue the culture of support and collaboration that we have.

You will be responsible for the preparation of Financial Statements with Disclosures and other ad-hoc financial information for our Clients. You will take ownership and respond Client/Investor queries promptly. Using your own judgment to highlight any significant finds and put forward any recommendations to help us find an appropriate solution.

It is essential that you follow the correct processes and procedures to help us ensure we are compliant with applicable laws, service standards, company policies and procedures. You will need to have a curious mind and use your initiative to identify any risks or concerns ensuring you report them in a timely manner.

Every day brings a new challenge so you’ll need to be a team player at heart, with an eye for detail, great organizational skills so you can prioritize your day and sometimes with conflicting deadlines that still need to be met.

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.

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.

Discover an amazing opportunity to progress to the role of senior accountant. Explore new areas that will guide you towards enhanced professional achievements and significant influence.

Responsibilities:

• Perform daily cash and position reconciliations; investigate breaks.
• Book entries in the accounting system (enfusion)
• Monitor, book, and reconcile bank debt activity.
• Fund expense reporting and payments
• Report to the front office and management (e.g., risk reporting, margin, financing)

Monthly Responsibilities:

• NAV review. GL, PL, and position reconciliations
• Liaise with the fund administrator throughout the month-end process. Reconcile the NAV pack and investor statements

Ad-Hoc: 

• Regular client reporting
• Financial statement tie-outs: be responsible for reconciling source data against financial statements

Position: Reports and Tools Analyst

Reporting to: Senior Manager, Sales Operations

Location: Ortigas Center, Pasig City (Onsite)

Working Hours: Shifting Schedule

About Aptean

Aptean is a global provider of mission-critical, industry-specific software solutions. At Aptean, our mission is to solve tomorrow’s unique challenges today with unrivaled, purpose-built software and superior customer experiences from people who care. Our industry-specific solutions, designed to maximize business value and process efficiency, are at the heart of our customers’ operations. Over 10,000 organizations in more than 20 industries across 80+ countries trust Aptean’s solutions at their core to assist with running their operations. To learn more about Aptean and the markets we serve, visit www.aptean.com.

A SNAPSHOT OF YOUR ROLE

Responsibilities include but are not limited to:

• Reporting: Drives efficiency and continuous improvement by building and providing reports, analysis, and dashboards. 

• Sales Systems Management: Assist in Management of Salesforce Dashboards. Assist in provisioning of sales tools.  

• Daily Business Operations: Provide support to sales teams across operational tasks. 

• Data Integrity: Ensure and organize all accounts and opportunities are assigned to the correct salesperson, and validation and approval processes are completed accurately and efficiently. 

• Documentation: Assist in maintaining proper documentation and records of sales operations processes. 

• Special Projects: Participate in special projects as assigned that align with overall business goals. 

• Ticket Management: Monitor and manage Salesforce tickets, investigating reported errors and engaging stakeholders across the business if required to drive to a resolution. 

WHAT WE VALUE 

We’re proud of our diverse global team, all working in a collaborative environment and happy to share these common values: 

• Collaboration: Brilliant jerks can be brilliant elsewhere. 
• Impact: Do, get it done, create impact. 
• Passion: Be positive, bring passion and energy. 
• Transparency: A transparent team can help each other. 

A bit about you: 

Skills and Abilities

• A successful candidate must be able to work under limited technical supervision. 
• Must be able to work independently. 
• Must be able to speak and write English fluently. 
• Strong verbal and written communication skills. 
• Ability to work in a matrix environment and work well with people in different departments. 
• Self-starter and detail oriented. 
• Quick learner and adaptable. 
• Strong analytical problem solving and decision-making skills. 
• Strong time management, organization, and prioritization skills. 
• Strong desire to undertake ongoing professional study and training. 
• Experience in Salesforce Lightening Platform. 
• Experience in sales technology (Salesloft, Outreach, Zoominfo, Clari, LinkedIn Sales Navigator, or other relevant technologies). 

Join the A-Team and experience the A-Life!

We’re an award-winning global outsourcer providing contact center and back office services on behalf of our global clients. As the Audio-Visual Engineer, your role is vital in contributing to our organization’s growth and success.

A SNAPSHOT OF YOUR ROLE

The Audio-Visual Engineer (AV Engineer) owns, manages, and drives innovation for Acquire BPO’s conferencing technologies, wallboards, and CCTVs. The Audio-Visual Engineer is the first line of engagement for Acquire BPO’s audio-visual technologies and works with internal and external customers to design, build, and support solutions for conference rooms and CCTV.

RESPONSIBILITIES:

• Primary resource accountable for audio-visual conference facilities, including (but not limited to) Cisco VC, AMX, Polycom, Skype, WebEx, Zoom, etc…

• Provide support for meetings, including setup, testing, and execution.

• Owns and manages Acquire BPO’s CCTV and audio-visual conference systems and ensures daily health checks are performed

• Takes ownership and drives action for issues found during health checks . Spearheads troubleshooting of complex audio-video conferencing and CCTV issues, and coordinates repairs with vendors, if necessary

• Work with the facilities and projects teams to design and implement new audio-video conference rooms during site build out.

• Provide end user training and materials, as necessary

• Facilitate CCTV and audio-video trouble tickets

• Travels across Acquire BPO’s sites as deemed necessary to deploy or support the CCTV and audio-visual systems in scope.

A BIT ABOUT YOU

• Bachelor’s degree in Electronics or equivalent work history

• Solid grasp of electronics principles such as conduction, resistance, capacitance, signal amplifiers, etc…

• Experience in cabling technologies (copper, coax, fiber) and recommended standard communications protocols such as RS232.

• Understanding of basic IP addressing principles

• Minimum of 5 years work experience with video conference support, desktop area support and/or large meeting troubleshooting experience

• Solid proficiency with audio and video conferencing protocols including: SIP, H.232, cloud video delivery, Skype for Business Voice & Virtual Meeting Rooms

• Experience with Building Access Control (CCure would be a bonus)

• Ability to scope and find solutions.

• Solid proficiency with audio and video conference capabilities including: Cisco VC, AMX, Polycom, Crestron, WebEx, Skype, etc…

• Ability to troubleshoot complex video conferencing equipment

• Demonstrated ability to be adaptable in a changing environment with shifting priorities which focus on delivering outstanding service to our customers

• Ability to work well with peers of a multidisciplinary team

• Strong verbal and written communication skills

• Ability to communicate with a consultative mindset and action-oriented goals

• Ability to provide feedback and process improvement recommendations

• Detail oriented with strong organisational and analytical skills

WHAT SUCCESS LOOKS LIKE

• Acquire’s audio-video conferencing and CCTV facilities are well kept and in good health

• All projects/new implementations are delivered on time

• Weekly health check reports for the in-scope systems

WHAT WE VALUE

We’re proud of our diverse global team, all working in a collaborative environment and happy to share these common values:

• Ambition: Voice and measure your goals.

• Collaboration: Brilliant jerks can be brilliant elsewhere.

• Impact: Do, get it done, create impact.

• Transparency: A transparent team can help each with other.

Join the A-Team and experience the A-Life!

• Responsible for the review of Financial Statements with Disclosures and other ad-hoc service requests for funds and/or corporate clients.
• Responsible for the preparation of complex reporting requirements, when necessary.
• Manages and ensures the timely and accurate deliverables of Accountants and Junior Accountants.
• Acquire knowledge and to become SME's of designated clients' requirements and deliverables.
• Ensures and champions compliance by following procedures and checklists following SSAE and other similar statutory requirements.
• Proactively seeks adequate training, feedback and support in both technical and non-technical aspects of the role.
• Assist in the development of the technical competencies of Accountants and Junior Accountants through providing feedback on their deliverables.
• To be able to effectively communicate and relate with the various stakeholders of the team.
• Submits cluster client requirements after thoroughly being reviewed.

Job Description

• Responsible for processing financial information to trial balance and other ad-hoc financial information for PE Fund Structures.
• Responsible for preparation of administration tasks in relation to PE Fund Structures. 
• Ensuring that adequate training has been completed and support provided in order to complete the role and be proactive in defining areas needing attention or support.
• Knowledge of designated clients including a basic understanding, of the client structures, key points of the LPA, Fee Agreements, and SLAs.
• Knowledge of Client deliverables and early escalation of issues to the cell’s Accountant.
• Minimize risk to IQ EQ Philippines by following procedures and checklists and complying with SSAE16 requirements.
• Be proactive in identifying development and training requirements.

You'll play a key role in supporting our Corporate Client Services team, providing exceptional corporate secretarial administration services to your portfolio of clients.

You will be responsible for drafting resolutions; preparing minutes for general meetings, sending reminders on deadlines to hold Annual General Meetings, and keeping the statutory books in order.

Responsibilities

Responsible for generating and preparation of documents and forms required for the portfolio of clients
Ensuring the smooth running of day-to-day relationships with cluster and consistent delivery of client reporting/information accurately and on time
Ensuring that support is provided to your immediate supervisor to complete the required deliverables for the clients and be proactive in defining areas needing attention or support
Know the specifics of designated clients including understanding their structure and any agreements they have in place
Minimise risk to IQEQ by ensuring all procedures and checklists are followed

• Responsibilities (how we will measure success)

• Responsible for overseeing workflow management in Manilla for payment processing and banking admin tasks. 
• Responsible for preparing work to agreed internal deadlines to the expected standard
• Knowledge of Trident and banking systems including a good understanding of various client payment processes
• Knowledge of payment cut offs, internal deadlines for payment processing and ensuring early escalation of issues to GPT team managers in Belfast
• Minimize risk to IQ EQ by following procedures and checklists
• Act as Trainor to our new team members
• Be proactive in identifying development and training requirements

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

• Ensure all payments are appropriately processed, and all emails received into the team mailboxes are actioned
• Ensure all payments are processed accurately and delivered to required timescale
• Establish and maintain effective lines of communication with GPT Managers and authorizers
• Identify areas for improvement re: GPT processes and offer solutions
• Providing support and training to the rest of the team, and other teams as required

Your team will be your key focus, developing their skills and knowledge and build strong customer relationships with existing and new clients gaining insight into their needs and delivering customer-centric solutions.

You’ll be highly organized, pay close attention to detail and know your subject matter as you will reviewing all reporting requirements, including financial statements and ad-hoc client deliverables.

Building strong and effective relationships with colleagues and the wider business is an essential.  You’ll also need to be thorough in all you do, using your own judgment to highlight any significant finds and put forward any recommendations to help us find an appropriate solution.   

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. 

Job Description

• Responsible for processing financial information to trial balance and other ad-hoc financial information for PE Fund Structures.
• Responsible for preparation of administration tasks in relation to PE Fund Structures. 
• Ensuring that adequate training has been completed and support provided in order to complete the role and be proactive in defining areas needing attention or support.
• Knowledge of designated clients including a basic understanding, of the client structures, key points of the LPA, Fee Agreements, and SLAs.
• Knowledge of Client deliverables and early escalation of issues to the cell’s Accountant.
• Minimize risk to IQ EQ Philippines by following procedures and checklists and complying with SSAE16 requirements.
• Be proactive in identifying development and training requirements.

Job Summary:

• Concentrates in driving business growth and the development of talent.  Spends time in reviewing and assessing overall team performance.
• Balances stakeholders by establishing good working relationship with the cluster counterparts and other support groups (e.g. HR, GPT, IT, BAT, etc.)
• Concentrates in engaging and developing teams and individuals.  Expected to perform review of core processes, complex ad hoc work, and all other client requirements, as needed.  Provides consistent feedback on accuracy and timeliness of outputs made by their AM teams
• Monitors overall teams' results and performance based on the KPIs (ex. Quality and Timeliness, Error Report, Increased Productivity and Lowers Overtime, among others). 
• Initiates and facilitates meetings to address overall teams' performance and develop/coach non-performing individuals.
• To facilitate and assist various accounting and administration processes of complex clients and conduct all work in accordance with IQ-EQ Philippines Inc. policies and procedures, as needed.  (when AM is unable to, depending on capacity).
• As a supervisor, the Manager leads, organizes, coordinates, develops, monitors the performance, delegates tasks and responsibilities to their direct reports and their team members (skip level), as needed.
• Ensures balanced work allocation across their teams and reallocates resources accordingly.

Core Responsibilities

• Responsible for review of Financial Statements with Disclosures and other ad-hoc service requests for complex funds and/or corporate clients. 
• Responsible for the preparation of complex reporting requirements, when necessary.
• Monitors the timely and accurate deliverables of their teams, and intervene, as necessary.
• Acquire knowledge to become specialists of their designated clients' requirements and deliverables.
• Monitors their teams' compliance as they follow procedures and checklists following SSAE and other similar statutory requirements of the clients their teams handle.
• Provides guidance and coaching to the team in both technical and more on the non-technical aspects of their role. 
• Seeks knowledge and expertise for their own professional development.
• Initiates the development of the technical competencies of their teams by providing feedback on their deliverables and endorsing them to the appropriate learning & development activities
• Monitors the development and assigned trainings of their teams.
• Monitors and provides support to cluster counterparts escalations and involves the relevant stakeholders.
• Monitors the agreed timelines of deliverables with the cluster counterparts and provides support for escalations to ensure that their teams carry out the work, as agreed.
• To be able to effectively communicate and relate with various stakeholders of the team.  Maintains and enhances relationships through crucial conversations.
• Monitors that all client cluster requirements are thoroughly being reviewed and follows standards.
• To act as an alternate for the Head of Delivery based on business needs which may include cluster client responsibilities, administrative tasks, and team management.

Tasks & Duties:

Cluster Client Delivery

• Acquires functional knowledge and understanding of the clients’ agreements, Scope of Work (SOW), SLA’s and other necessary information needed to review and/or prepare deliverables.
• Monitors if the team has the needed information, data and supporting documents are received for the review/preparation of the needed requirements.  Addresses and escalates issues, as needed.
• Monitors the consistency and quality of the deliverables within the agreed timeframes of the teams. 
• Provides support (for timelines) and address issues (for quality), as needed.
• Provide support for the rest of the team and other teams by allotting additional capacity, as needed.  At the same time, initiates the request for support needed from other teams.
• Monitors and communicates the review comments of the team and then follows up to address pending comments for preparers, as needed.
• To act as first line of escalations for the preparers of any requests not properly actioned by the CS Support team. (e.g. BAT, GPT)
• Monitors and oversees the interpretation of the requirements of the client and in some instances, does the research and validates in the absence of an Assistant Manager.
• Reviews and acts as the team approver of submitted reports and compliance cases with root cause information, corrective action, and preventive measures in a timely manner.  Responsible in discussing the details and actions done with the HODs and CDDs.
• Oversees the quarterly debrief meeting with the cluster to review the team's performance.  Then addresses concerns and drives resolutions based on its criticality and complexity. 
• Decides the proper treatment for transactions when differences in points of view arise, and escalate recommendations to appropriate authorities, as needed.
• Decides on escalated recommendations and if necessary, escalate to SMEs or technical team.
• Monitors and works with the Assistant Manager to enforce process standards across the teams.
• Acts as first level of escalation of issues/concerns from the funds assigned to their clusters.
• Supports Project Managers by functioning as SMEs, coordinating with stakeholders, and allocating resources.

Workflow Management

• Ensures timesheets are completed daily and accurately filed for all hours worked.
• Reviews and approves timesheets of their team and ensures they are completed daily and accurately filed for all hours worked in a timely manner (of their AM's and SA's).
• Reviews and pre-approves filed overtime of their team (AM's and SA's).
• Setups, monitors and updates all deliverables via the workflow planner in a timely manner, as needed.
• Monitors and ensures the completeness and accuracy of all deliverables via the workflow planner in a timely manner. 
• Analyses and proactively manages team capacity deliverables by allocating needed resources/support.

Systems

• Understands and uses best practice on accounting platform/s.
• Understands and becomes knowledgeable on how to generate reports using reporting platform/s.

Risks

• Monitors relevant procedures, checklists and SSAE requirements are adhered to and completed to mitigate errors.
• Monitors reported breaches, complaints or errors to appropriate authorities are acted upon in a timely manner.
• Acquires knowledge of risk factors and potential breach.
• Reviews and acts as the team approver of submitted reports and compliance cases with root cause information, corrective action, and preventive measures in a timely manner.  Responsible in discussing the details and actions done with the HODs and CDDs.

Other

• May undertake any additional tasks and/or responsibilities as part of their professional development which may or may not be related to their specific function.
• Escalate any other work-related issues/concerns to the appropriate authorities and acted on in a timely manner.
• Participate in interviews, as needed.