Work Setup and Location: On-Site, Arayat st., Mandaluyong, Metro Manila

Work Schedule: Morning or Mid-Shift, Monday-Friday (8-hour shift only)

Experience Level: 3-5 years

No. of employees required: 4

About the Role:

We are looking for a skilled IT Analyst (Portfolio Management) to join our team. In this role, you will be responsible for overseeing and optimizing the IT project and program portfolio to ensure alignment with organizational strategies and objectives. You will collaborate with stakeholders to evaluate project performance, prioritize initiatives, and maximize the value delivered by IT investments.

Key Responsibilities:

Portfolio Management

• Assist in maintaining and managing the IT project portfolio, ensuring alignment with organizational goals.
• Support the prioritization and selection of projects based on strategic value, risk, and resource availability.
• Monitor and evaluate the performance of ongoing projects and programs within the portfolio.

Data Analysis and Reporting

• Develop and maintain dashboards, metrics, and reports to provide insights into portfolio performance and resource utilization.
• Analyze data to identify trends, risks, and opportunities for optimization.

Stakeholder Collaboration

• Work closely with project managers, business units, and leadership to ensure portfolio objectives are understood and achieved.
• Facilitate regular reviews of the IT portfolio to assess progress and adjust priorities as needed.

Process Improvement

• Identify areas for improvement within the portfolio management process and recommend solutions.
• Support the implementation of tools and methodologies to enhance portfolio visibility and decision-making.

Governance and Compliance

• Ensure portfolio management practices comply with organizational policies and standards.
• Assist in establishing and maintaining portfolio governance frameworks.

Qualifications and Skills:

• Education: Bachelor’s degree in Information Technology, Computer Science, Business Administration, or a related field.
• Experience:
• 3-5 years of experience in IT portfolio management, project management, or a related field.
• Familiarity with portfolio management tools and software (e.g., Microsoft Project, ServiceNow, Planview).
• Technical Skills:
• Strong analytical skills with experience in data analysis and reporting tools (e.g., Power BI, Excel).
• Understanding of project and program management methodologies (e.g., Agile, Waterfall).
• Basic knowledge of IT systems and architecture.
• Soft Skills:
• Excellent communication and presentation skills.
• Strong organizational and multitasking abilities.
• Ability to collaborate effectively with cross-functional teams and senior stakeholders.
• Certifications (preferred):
• Project Management Professional (PMP).
• Portfolio Management Professional (PfMP).
• ITIL Foundation Certification.

Work Setup and Location: On-Site, Arayat st., Mandaluyong, Metro Manila

Work Schedule: Morning or Afternoon shift, Monday-Friday (8-hour shift only)

Experience Level: 3-5 years

No. of employees required: 1

About the Role:

We are seeking an experienced IT Analyst (Change Management) to join our dynamic team. The successful candidate will play a key role in ensuring the smooth implementation of IT changes within our organization, minimizing disruption and maximizing user adoption. You will work closely with cross-functional teams to plan, execute, and monitor change initiatives in alignment with organizational goals.

Key Responsibilities:

Change Management

• Coordinate and manage IT change requests, ensuring all changes are evaluated, tested, and implemented effectively.
• Analyze the impact of IT changes on business operations, identify risks, and propose mitigation strategies.
• Develop and maintain change management policies, procedures, and documentation.
• Act as a liaison between IT teams and stakeholders to ensure alignment and clear communication regarding change initiatives.

Process Optimization

• Identify and recommend process improvements to enhance change management effectiveness.
• Conduct post-implementation reviews to evaluate the success of changes and gather feedback for future improvements.

Collaboration and Communication

• Work with project managers, business analysts, and technical teams to ensure successful integration of IT changes into existing systems.
• Provide training and support to users impacted by IT changes.

Monitoring and Reporting

• Monitor the progress of change initiatives and prepare regular reports for senior management.
• Maintain a change management database or system to track changes and maintain audit compliance.

Qualifications and Skills:

• Education: Bachelor’s degree in Information Technology, Computer Science, Business Administration, or a related field.
• Experience:
• 3-5 years of experience in IT change management, business analysis, or a related role.
• Proven experience in coordinating complex IT change initiatives.
• Technical Skills:
• Familiarity with ITIL frameworks and best practices.
• Proficiency in change management tools (e.g., ServiceNow, Jira).
• Basic understanding of IT systems, infrastructure, and software development lifecycle (SDLC).
• Soft Skills:
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Certifications (preferred):
• ITIL Foundation Certification.
• Prosci Change Management Certification or equivalent.

Work Setup and Location: On-Site, Arayat st., Mandaluyong, Metro Manila

Work Schedule: Morning or Afternoon shift, Monday-Friday (8-hour shift only)

Experience Level: 3-5 years

No. of employees required: 9

About the Role:

We are seeking a proactive and detail-oriented Coordinator Change Management and Training to support the planning, execution, and administration of change management and training programs within the organization. This role will focus on ensuring that employees are effectively prepared for change initiatives through structured training programs, clear communication, and successful implementation of change processes. You will work closely with various teams to manage change efforts and enhance organizational adaptability.

Key Responsibilities:

Change Management Support

• Assist in planning and implementing change management strategies and activities to ensure smooth transitions during organizational changes, such as process improvements, system upgrades, and structural changes.
• Support the development and execution of communication plans to inform employees of changes, expectations, and benefits.
• Collaborate with stakeholders to identify the impact of changes on business units and teams, ensuring proper support and resources are provided.
• Track and report on the progress of change management initiatives, ensuring that milestones and timelines are met.
• Support change agents and managers in implementing change management processes, including training, communication, and feedback collection.

Training Program Development and Delivery

• Coordinate and deliver training programs to help employees develop the skills and knowledge needed to successfully adapt to changes within the organization.
• Collaborate with subject matter experts and managers to create customized training content related to change initiatives, including new processes, systems, tools, or roles.
• Organize and schedule training sessions, ensuring availability of resources such as trainers, venues, and materials.
• Track and monitor employee participation in training sessions and ensure that all relevant personnel are trained and certified as required.
• Administer evaluations and surveys after training sessions to assess effectiveness and gather feedback for continuous improvement.

Documentation and Reporting

• Maintain detailed records of change management activities, training sessions, employee participation, and feedback.
• Prepare regular reports on training progress, employee engagement, and the effectiveness of change management initiatives.
• Develop and update training manuals, guides, and other instructional materials to ensure clear and accurate documentation of change processes and training content.
• Ensure that all documentation is kept up-to-date and stored in compliance with organizational standards.

Stakeholder Communication and Collaboration

• Act as the point of contact for employees regarding change management and training activities, answering questions and providing support as needed.
• Collaborate with HR, leadership teams, and other departments to align change management and training efforts with organizational goals.
• Facilitate regular meetings with project teams, department heads, and change leaders to update on change progress, challenges, and support needs.
• Assist in fostering a culture of continuous learning and adaptation through effective communication and training programs.

Training Needs Analysis and Planning

• Conduct assessments to identify training needs related to change initiatives and gather feedback from employees and managers on existing knowledge gaps.
• Work with leadership teams to prioritize training needs and create a development plan for affected employees.
• Assist in designing learning paths and recommending resources to improve skillsets and support professional development during organizational changes.

Continuous Improvement

• Gather feedback from employees and stakeholders to continuously improve change management and training programs.
• Stay updated on best practices, tools, and trends in change management and training methodologies.
• Recommend new training technologies, techniques, or approaches to enhance employee learning experiences.

Qualifications and Skills:

• Education: Bachelor’s degree in Business Administration, Human Resources, Organizational Development, Education, or a related field.
• Experience:
• 2-4 years of experience in change management, training coordination, or a related role within an organizational setting.
• Experience working with change management frameworks and methodologies (e.g., ADKAR, Prosci).
• Knowledge of training delivery methods, such as instructor-led, e-learning, and blended learning approaches.
• Familiarity with organizational change efforts, such as system upgrades, process changes, or restructures.
• Technical Skills:
• Proficiency with learning management systems (LMS), training software, and collaboration tools (e.g., MS Office Suite, Google Workspace).
• Strong knowledge of project management tools to track and manage change initiatives and training schedules (e.g., Asana, Jira, Trello).
• Understanding of employee engagement and communication platforms to facilitate training and change communication (e.g., Slack, Microsoft Teams).
• Soft Skills:
• Excellent organizational and time-management skills, with the ability to manage multiple projects simultaneously.
• Strong communication skills, both written and verbal, with the ability to explain complex ideas in a clear and concise manner.
• Ability to work collaboratively across departments and foster relationships with stakeholders at all levels.
• Empathetic and adaptable to organizational dynamics and change efforts.
• Proactive problem-solving skills, with the ability to address challenges and provide solutions during change initiatives.
• Certifications (preferred):
• Change management certifications (e.g., Prosci Change Management Certification, Certified Change Management Professional - CCMP).
• Training and development certifications (e.g., ATD Certification, Certified Professional in Learning and Performance - CPLP).

Job Title: Apparel Management Assistant
Location: FULLY-REMOTE
Employment Type: Full-time

Our agency is currently looking for a highly organized and detail-oriented Remote Assistant with strong experience in the Apparel/Fashion Industry and knowledge of QuickBooks. This role involves managing day-to-day office tasks, financial data entry, and inventory tracking to support our apparel business.

Work Schedule: 9 am to 5 pm EST

Key Responsibilities:

• Handle day-to-day bookkeeping tasks including data entry, invoicing, and reconciling accounts.
• Support the management of product inventory using Quickbooks and ApparelMagic (training available if needed).
• Assist in order processing, tracking inventory levels, and updating product details.
• Manage emails, calendar scheduling, and coordinate virtual meetings.
• Handle customer inquiries, orders, and follow-up communications.

• Prior work experience as a Virtual Assistant, Accounting, or related role in the Apparel/Fashion Industry.
• Previous work experience with QuickBooks.
• Knowledge or familiarity with ApparelMagic or other apparel Apparel management software.
• Strong organizational skills and attention to detail.
• Excellent communication skills for interacting with teams and clients.
  
  Preferred Skills:
  Experience in the apparel/fashion industry.

• Weekly Pay
• Work from home opportunities
• Negotiable salary (depends on the experience)

Octal Philippines Inc. is excited to announce an opportunity for a BI/Data Management Junior Developer. In this role, you will play a key part in supporting our data analytics and business intelligence initiatives. You will work within a collaborative environment to help transform data into actionable insights that drive strategic decisions across the organization.

• Provides assistance to BI team in all aspects of the development, testing, data validations and implementation of the project
• Learn and understand Data Warehousing, Business Intelligence (BI) and ETL
• Gain expertise in BI tools such as IBM Cognos, Power BI and Staq and utilize them on future projects
• Work with the team in documenting project details, workflows, technical specifications and operational procedures
• Continually improving coding skills

This role is primarily responsible for the full knowledge management lifecycle and management of the internal HR Knowledge Base 
and its contents including content development, system management, and management of all internal processes and procedures. 

This role will also contribute specialized expertise to different assigned projects and contribute in process improvement initiatives. 
This role is also responsible in providing day-to-day administrative, coordination, and document management and control support
related to the Integrated Management System (IMS) – policies, procedures and forms applicable to Human Resources at a Global, 
Americas, DCSA and Construction Management business group level

Responsibilities & Duties

Knowledge Management:

Content Management

• Coordinate with global stakeholders on article creation & updates

• Ensure all contents undergo required Document Management Process before they go live in the system

• Responsible for the governance & maintenance of knowledge assets, ensuring clear, consistent, & unambiguous KM repository

• Index, revise, update a variety of comprehensive contents

• Responsible for the provision of expertise & guidance on knowledge creation, e.g. ‘look & feel’ / tone of voice, to content owners & review outputs to ensure quality (make grammatical & format corrections)

• Format HTML codes into knowledge articles

• Coordinate translation requests

System Management

• Conduct Knowledge Base system maintenance checks

• Do testing before & after every system release

• Create & maintain records of system performance, system usage, & Articles inventory

• Prepare visual data analysis of reports

• Report issues/defects observed or raised by End Users for Development fixes

• Gather requirement for system enhancements

• Manage UAT with stakeholder users

• Create system know-how documentation

• Lead major project releases & rollout sessions

• Create Release Management End User Communications

Client Management:

• Liaise with relevant Stakeholders, Content Owners, Leaders & SMEs to close gaps for article updates

• Participate in planning & managing KM projects in alignment with agreed scope & delivery time

• Train Knowledge Editors & Content Owners on creation & update of articles in ServiceNow

Content Planning & Analysis:

• Impact assess “as is” & “to be” process for adherence & knowledge retention

• Perform analysis of content requirements

• Generate reports & interpret data from MS Excel

• Provide input & insight on employee feedback & data analysis to support identification & execution on content related project opportunities

• Take part in &/or lead projects related to research, creation, & maintenance of KM materials

Information Management System – HR

• Work closely with HR Policy Leads in the preparation of their documentation for entry into IMS 

• Identify gaps in the process, analyze, and apply solutions where collaboration between HR and other departments influencing 

• the process has not occurred 

• Perform editorial checks 

• Administer document management and control of the content they are responsible for as per IMS Governance 

• Promote the importance of IMS as a “single source of truth” with Ecosystem Content Managers 

• Support the goal of reducing redundant and aged content across Ecosystem and Employee Center by working with the Document/Content owners

• Coordinate with KM Team to ensure the correct PPI and Forms are associated with the FAQs and Knowledge 

• articles 

• Escalate and analyze identified issues and concerns to the Team Lead for timely resolution 

• Maintain current processes and incorporate documentation updates as required 

• Perform simple but varied tasks in compliance with service level agreement, policies, and procedures 

• Assess identified issues and collate documentation to assist in investigating and in resolving common and recurring issues  

• Support selected simple process improvement initiatives to streamline processes 

This role is primarily responsible for providing support for knowledge management, marketing, and business development systems. The key focus is to manage data and content required for the development of bid and proposal documents, including information used to develop employee resumes/CVs and project profile content, data used for the development of project descriptions and project information, and data needed for qualifications and proposals such as employee counts by office, office locations by country/region, and employee disciplines by office/state/country and region.

• Manage employee information including license information and project experiences and normalize data and content to ensure consistency with all the employees connected to the projects
• Collaborate with Marketing team and support information requests for site content and searches, updates to individual marketing collateral libraries, and organize data and compile results using company templates in line with corporate guidelines
• Create and maintain reports on staff breakdowns with various parameters including location, business line, and region
• Manage project profiles content and data including description summaries and metadata essential to searching and reporting
• Research large-dollar projects to find online content and add it to the description
• Research projects where the listed owner/end client is an AEC firm, to find the end client and adjust the AECOM role
• Conduct searches and produce export summary reports 
• Update and maintain opportunity records and proposal libraries post submission
• Modify and create SharePoint site pages, libraries, and other site applications
• Update and maintain links and add new content to libraries as requested
• Perform site analytics and research to improve site content, access, and awareness
• Review the knowledge base to identify areas that need to be updated and expanded
• Assist on creating business requirements document, page mock-up, and process workflow for new KM initiatives
• Assist on presenting KM proposals to the stakeholders to fully understand the requirements and to integrate feedbacks
• Manage LMS and SharePoint sites including supporting or creating new events and updating schedules for posting
• Collaborate with LMS administrators and KM team in managing updates of new content to LMS curriculum
• Manage post-event data, attendance records, and other key metrics
• Collaborate with Systems team in managing CRM administration including dashboard creation and modification
• Assist CRM administrator and super users in maintaining opportunity, client-related, and project-related fields as needed
• Contribute specialized expertise to different assigned projects and provide key updates to Team Lead and Manager
• Contribute in various and simultaneous process improvement initiatives to streamline processes, improve customer experience, and increase productivity
• Escalate issues and recommend resolutions to the Team Lead. May support junior members of the team in addressing routine issues within the assigned processes

Salary: P60,000 to P70,000 (Monthly Package)

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

What are we looking for?

Skills Required:

• 3+ years of proven experience as an Executive Assistant or similar role
• Able to support 2 or more C-Level executives simultaneously.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to multitask and prioritize tasks effectively.
• High level of professionalism and confidentiality.
• Strong organizational and time management skills
• Good communication and interpersonal abilities
• Ability to work independently and remotely

What will you do?

• Monitor and organize the executive team’s inboxes, ensuring all emails are categorized, flagged, and prioritized appropriately.
• Draft, proofread, and send professional emails on behalf of the executive team, maintaining a consistent tone and style.
• Respond to routine inquiries, redirecting emails to the appropriate team members when necessary.
• Develop and implement email templates for repetitive responses to streamline communication.
• Set up automated rules and filters to manage the executive team’s inboxes efficiently, reducing clutter and highlighting critical messages.
• Perform data entry tasks, including updating spreadsheets, managing contact lists, and maintaining databases with accurate and up-to-date information.
• Prepare and format documents, reports, and presentations, ensuring they meet the company’s standards for accuracy and presentation.
• Manage the executive team’s calendar by scheduling meetings, appointments, and calls, taking into account time zones and prioritizing engagements.
• Coordinate travel arrangements, including booking flights, hotels, and transportation, while preparing detailed itineraries.
• Organize digital files, creating a systematic filing system that ensures quick retrieval of documents when needed.
• Assist in the creation of standard operating procedures (SOPs) for recurring administrative tasks to ensure consistency and efficiency.
• Conduct thorough research on a variety of topics related to secured debt, market trends, potential investment opportunities, and industry best practices.
• Gather and analyze data from multiple sources, compiling findings into comprehensive reports that offer actionable insights.
• Stay informed on the latest developments in the finance and investment sectors, providing the executive team with regular updates and summaries.
• Investigate potential business partners, vendors, and service providers, evaluating their credibility, reputation, and fit for the company.
• Research and recommend tools, software, and technologies that can enhance the executive team’s productivity and streamline business processes.
• Track and manage the progress of ongoing projects, ensuring deadlines are met and tasks are completed to the executive team’s satisfaction.
• Liaise with internal teams and external partners to gather necessary information, follow up on outstanding tasks, and ensure alignment with the executive team’s priorities.
• Set up reminders and alerts for key milestones and deliverables, ensuring nothing falls through the cracks.
• Maintain a task management system to organize the executive team’s workload, delegating tasks when appropriate and tracking their completion.
• Act as the primary point of contact for all communications directed to the executive team, handling phone calls, messages, and inquiries with professionalism and discretion.
• Draft internal communications, memos, and announcements on behalf of the executive team, ensuring clarity and consistency in messaging.
• Coordinate and manage virtual meetings, including setting up video conferencing links, preparing agendas, and distributing meeting notes.
• Facilitate communication between the executive team and other members, ensuring information flows smoothly and any issues are promptly addressed.
• Handle sensitive and confidential information with the utmost discretion, maintaining the executive team’s trust and confidence.

Join the awesome team and enjoy these benefits & perks:

• Work from home
• 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 was established in 2009, for the purpose of purchasing distressed commercial real estate loans and properties across the United States. Since inception, our Client has acquired and actively managed over 80 assets, across 22 states and multiple property types. Our Client administers two investment funds and several separately managed accounts. To date, they has realized an average Gross IRR of ~25% on its investments.

#ConnectOS #ConnectOSCareers #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.

Salary: P90,000 to P130,000 (Monthly Package)

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

What are we looking for?

Skills Required:

• Bachelor's degree in Finance, Real Estate, Economics, or related field
• 5+ years of experience in commercial real estate analysis or financial analysis
• Advanced proficiency in Microsoft Excel, including complex financial modelling, pivot tables, and data analysis
• Strong understanding of commercial real estate fundamentals, including property valuation, leasing, and market dynamics
• Experience with real estate financial software (e.g., Argus, CoStar, RealPage) is preferred
• Excellent analytical and problem-solving skills
• Strong attention to detail and ability to manage multiple projects simultaneously
• Effective communication skills, both written and verbal
• Knowledge of real estate capital markets and investment structures

Nice to Have:

• Master's degree in Real Estate, Finance, or MBA
• CFA, CCIM, or other relevant professional certifications
• Experience with data visualization tools (e.g., Tableau, Power BI)
• Familiarity with AI and machine learning applications in real estate analysis

What will you do?

• Conduct comprehensive financial analysis of commercial real estate properties and portfolios
• Develop and maintain complex financial models using Excel for property valuation, cash flow projections, and investment analysis
• Perform market research and competitive analysis to support investment decisions
• Prepare detailed reports and presentations on property performance, market trends, and investment opportunities
• Assist in due diligence processes for potential acquisitions and dispositions
• Collaborate with asset management teams to optimize property performance and value
• Monitor and analyze key performance indicators (KPIs) for commercial real estate assets
• ·Support the development of investment strategies and portfolio management decisions

Join the awesome team and enjoy these benefits & perks:

• Work from home
• 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 was established in 2009, for the purpose of purchasing distressed commercial real estate loans and properties across the United States. Since inception, our Client has acquired and actively managed over 80 assets, across 22 states and multiple property types. Our Client administers two investment funds and several separately managed accounts. To date, they has realized an average Gross IRR of ~25% on its investments.

#ConnectOS #ConnectOSCareers #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.

Salary: P550 to P750 (Per hour – 4 hours a day)

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

What are we looking for?

Skills Required:

• Bachelor's degree in Computer Science, Software Engineering, or related field
• 3+ years of experience in software development, with a focus on Excel automation and AI technologies
• Expert knowledge of Excel, including advanced formulas, macros, and VBA programming
• Knowledge of database management and SQL
• Strong problem-solving and analytical skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Nice to Have:

• Strong proficiency in AI and machine learning technologies, such as TensorFlow, PyTorch, or similar frameworks
• Familiarity with cloud-based AI services (e.g., AWS, Azure, or Google Cloud AI tools)
• Experience in financial or business analytics

What will you do?

• Design, develop, and maintain advanced Excel automation solutions using VBA, macros, and formulas]
• Create custom AI-powered tools to enhance data analysis and decision-making processes
• Integrate AI technologies with existing Excel workflows to improve efficiency and accuracy
• Collaborate with various departments to understand their needs and translate them into functional Excel and AI solutions
• Develop and implement AI models to automate repetitive tasks and streamline operations
• Provide training and support to staff on Excel tools and AI-enhanced applications
• Stay up-to-date with the latest Excel features, AI technologies, and best practices in software development
• Troubleshoot and optimize existing Excel and AI applications for better performance
• Document processes and create user guides for developed solutions

JOIN CONNECTOS NOW!

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

Our Client was established in 2009, for the purpose of purchasing distressed commercial real estate loans and properties across the United States. Since inception, our Client has acquired and actively managed over 80 assets, across 22 states and multiple property types. Our Client administers two investment funds and several separately managed accounts. To date, they has realized an average Gross IRR of ~25% on its investments.

#ConnectOS #ConnectOSCareers #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.

Responsibilities & Duties

Content Management

• Coordinate with global stakeholders on article creation & updates
• Ensure all contents undergo required Document Management Process before they go live in the system
• Responsible for the governance & maintenance of knowledge assets, ensuring clear, consistent, & unambiguous KM repository
• Index, revise, update a variety of comprehensive contents
• Responsible for the provision of expertise & guidance on knowledge creation, e.g. ‘look & feel’ / tone of voice, to content owners & review outputs to ensure quality (make grammatical & format corrections)
• Format HTML codes into knowledge articles
• Coordinate translation requests

System Management

• Conduct Knowledge Base system maintenance checks
• Do testing before & after every system release
• Create & maintain records of system performance, system usage, & Articles inventory
• Prepare visual data analysis of reports
• Report issues/defects observed or raised by End Users for Development fixes
• Gather requirement for system enhancements
• Manage UAT with stakeholder users
• Create system know-how documentation
• Lead major project releases & rollout sessions
• Create Release Management End User Communications

Client Management:

• Liaise with relevant Stakeholders, Content Owners, Leaders & SMEs to close gaps for article updates
• Participate in planning & managing KM projects in alignment with agreed scope & delivery time
• Train Knowledge Editors & Content Owners on creation & update of articles in ServiceNow

Content Planning & Analysis:

• Impact assess “as is” & “to be” process for adherence & knowledge retention
• Perform analysis of content requirements
• Generate reports & interpret data from MS Excel
• Provide input & insight on employee feedback & data analysis to support identification & execution on content related project opportunities
• Take part in &/or lead projects related to research, creation, & maintenance of KM materials

Qualifications & Requirements

Minimum Requirements:

• Bachelor’s degree &/or at least 4 years of relevant work experience
• Intermediate proficiency in MS Office tools (Word/PowerPoint/Outlook)
• Advanced proficiency in MS Excel
• Excellent research skills
• Experience using ServiceNow for KM (Knowledge Base, ticketing, HTML, chatbot)
• Experience on processes & procedures relevant in KM, Technical writing or copy-editing, Reporting & data analytics

Preferred qualifications:

• Experience in web development & similar projects
• Experience in providing, writing, or developing web contents using an array of web development platforms, mapping tools (MS Visio, Lucid Chart, or an equivalent), & methodologies
• Knowledge of HR metrics & their applicability
• Experience in the use of other HR Systems e.g. Workday & other KM platforms
• Understanding of Process Mapping Tools & Methodology
• Experience working in outsourcing, shared services, or similar model within similar function

Attributes: 

• Ability to be thorough & meticulous in completing assigned tasks & with the ability to propose ways to prevent or eliminate errors, discrepancies & issues. (Attention to Detail)
• Ability to gather, integrate, validate, & analyze relevant data to develop resolutions, findings, & recommendations. (Analytical Thinking)
• Ability to effectively communicate within a varied audience & internal & external customer using different platforms. (Communication)
• Ability to actively identify new areas for learning & opportunities to improve processes, tools, & mindset (Continuous improvement)
• Ability to maintain good customer relationship & initiate ways to improve customer experience (Customer Service) 
• Ability to identify & resolve moderate & complex issues by applying best practices & technical expertise & may recommend solutions for unique scenarios. (Problem Solving)

Working Environment & Physical Demands:

• Ability to work in Pacific Time schedule/Mid shift operating hours

This role is primarily responsible for providing support for knowledge management, marketing, and business development systems. The key focus is to manage data and content required for the development of bid and proposal documents, including information used to develop employee resumes/CVs and project profile content, data used for the development of project descriptions and project information, and data needed for qualifications and proposals such as employee counts by office, office locations by country/region, and employee disciplines by office/state/country and region.

• Manage employee information including license information and project experiences and normalize data and content to ensure consistency with all the employees connected to the projects
• Collaborate with Marketing team and support information requests for site content and searches, updates to individual marketing collateral libraries, and organize data and compile results using company templates in line with corporate guidelines
• Create and maintain reports on staff breakdowns with various parameters including location, business line, and region
• Manage project profiles content and data including description summaries and metadata essential to searching and reporting
• Research large-dollar projects to find online content and add it to the description
• Research projects where the listed owner/end client is an AEC firm, to find the end client and adjust the AECOM role
• Conduct searches and produce export summary reports 
• Update and maintain opportunity records and proposal libraries post submission
• Modify and create SharePoint site pages, libraries, and other site applications
• Update and maintain links and add new content to libraries as requested
• Perform site analytics and research to improve site content, access, and awareness
• Review the knowledge base to identify areas that need to be updated and expanded
• Assist on creating business requirements document, page mock-up, and process workflow for new KM initiatives
• Assist on presenting KM proposals to the stakeholders to fully understand the requirements and to integrate feedbacks
• Manage LMS and SharePoint sites including supporting or creating new events and updating schedules for posting
• Collaborate with LMS administrators and KM team in managing updates of new content to LMS curriculum
• Manage post-event data, attendance records, and other key metrics
• Collaborate with Systems team in managing CRM administration including dashboard creation and modification
• Assist CRM administrator and super users in maintaining opportunity, client-related, and project-related fields as needed
• Contribute specialized expertise to different assigned projects and provide key updates to Team Lead and Manager
• Contribute in various and simultaneous process improvement initiatives to streamline processes, improve customer experience, and increase productivity
• Escalate issues and recommend resolutions to the Team Lead. May support junior members of the team in addressing routine issues within the assigned processes

Junior Finance analyst is responsible for collection, organization, interpretation, analysis, scrubbing, documentation and dissemination of complex data sets.

It is key to be flexible as the tasks may change and be added to. It will be key to contribute to the continuous improvement of our processes and it will be expected that the analyst will bring ideas to the Arch team by utilizing their expertise or previous experience.

• Process bureau settlement into IRIS and process cash allocation.
• Create front sheets and process cash allocation for non-bureau premium .
• Join special projects within Finance to be cross-functional
• Communicate directly with Underwriters and Brokers for complex accounts.

The role is part of the Source to Pay Team supporting the risk management of Third-Party Business Partners. The role is expected to do assigned tasks with direct supervision. Under direct supervision, the role will execute assigned tasks and collaborate closely with various teams, including Procurement, Cross-Functional Partners, Requisition to Receipt and Invoice to Pay Teams, and Accounts Payable and Receivable.

• Analyze and review new supplier request forms by conducting thorough investigations and background checks; verify their legitimacy and compliance.
• Coordinate with suppliers to ensure updated information is reflected in all relevant systems.
• Communicate with requesting departments and relevant users on time to clarify needs and requirements; document findings and provide recommendations for approval or rejection.
• Maintain and update key contact information for both new and existing suppliers. Support the retriggering of Inherent Risk Questionnaire (IRQ) processes as needed (e.g. due to changes in key contact information).
• Update the tracker on IRQ progress and highlight any overdue tasks and IRQs that have timed out.
• Maintain records of IRQ monitoring activities.
• Monitor the status of active IRQs to ensure timely processing and completion. With the support of the senior team members/team lead, identify and escalate any delays or issues in the IRQ process.
• Support the timeout process for IRQs, ensuring that any IRQs that exceed predefined time limits are appropriately addressed by coordinating with users. Implement corrective measures to prevent future timeouts based on existing guidelines.
• Review IRQs paused during onboarding by communicating with suppliers and internal teams to determine the cause and necessary steps to resume or cancel the onboarding. Document decisions and communicate outcomes to relevant parties
• Support suppliers' recertification process, ensuring compliance with organizational standards and requirements. Assist in the preparation and distribution of recertification documents. Track the status and update the recertification records in the supplier database accordingly.
• Support the Employee Center to ensure efficient communication and information flow. This includes addressing any issues with the guidance of senior team members and the team lead.
• Monitor and respond to queries in the Employee Center mailbox.
• Distribute relevant information to employees as needed.
• Organize and document all email correspondence.
• Support and direct users to the correct procedures in managing Third Party Risk
• Review and record all third-party data within service level agreements (SLAs) timely and accurate.
• Perform all assigned tasks in compliance with SLA, processes, policies, and procedures.

The Order Fulfillment Analyst is responsible for managing and monitoring customer orders on a daily basis by planning and prioritizing delivery, allocation of stocks, and tracking of order status ensuring that every order is dispatched within the agreed service levels to achieve customer satisfaction.

The role is part of the Source to Pay Team supporting the risk management of Third-Party Business Partners. The role is expected to do assigned tasks with direct supervision. Under direct supervision, the role will perform multiple tasks including serving as a point of contact for suppliers and requestors and collaborating closely with various teams, including Procurement, Cross-Functional Partners, Requisition to Receipt and Invoice to Pay Teams, and Accounts Payable and Receivable. 

• Analyze and review new supplier request forms by conducting thorough investigations and background checks; verify their legitimacy and compliance
• Coordinate with suppliers to ensure updated information is reflected in all relevant systems.
• Communicate in a timely manner with requesting departments and relevant users to clarify needs and requirements; document findings and provide recommendations for approval or rejection.
• Serve as a point of contact for suppliers and requestors. Address and resolve supplier and requestor inquiries and issues with the guidance of senior members of the team and the Team Lead.
• Maintain and update key contact information for both new and existing suppliers. Guide onboarding and use of Inherent Risk questionnaire (IRQ), and other supplier-related activities
• Support the retriggering of IRQ processes as needed (e.g. due to changes in key contact information).
• Update the tracker on IRQ progress and highlight any overdue tasks and IRQs that have timed out; generate and review reports on IRQ progress
• Maintain records of IRQ monitoring activities
• Monitor the status of active IRQs to ensure timely processing and completion. Identify and address any delays or issues in the IRQ process with the support of the senior members of the team/Team Lead.
• Support the timeout process for IRQs, ensuring that any IRQs that exceed predefined time limits are appropriately addressed by coordinating with users. Helped develop and apply corrective measures to prevent future timeouts.
• Review and analyze paused IRQs by collaborating with suppliers and internal teams to identify root causes, then determine the next steps to resume of cancel the onboarding. Document decisions and communicate outcomes to relevant parties
• Support the recertification process of suppliers, ensuring compliance with organizational standards and requirements.
• Assist in the preparation and distribution of recertification documents. Track the status and update the recertification records in the supplier database accordingly.
• Review and record all third-party data within service level agreement (SLAs) timely and accurately.
• Make recommendations for updating the Ecosystem with process and policy changes and a knowledge base.
• Test any system enhancements when necessary
• Perform multiple routine tasks in compliance with SLA, process, policies, and procedures.

As Knowledge Management Coordinator, you will support the organization, collection, and maintenance of marketing-related content libraries, including system data updates for resumes, projects, or company information.

• Collaborate with internal partners to collect and confirm information.
• Maintain high levels of customer service, providing superior interactions and experiences to our technical and functional stakeholders
• Make updates to data and documents during periodic auditing and data cleansing efforts.
• Process edits and make content changes using standard procedures or formats to ensure accuracy and data quality
• Assist with searches and locating information to support proposal requests (RFP/Q), pre-qualifications, questionnaires, or data on people and project information. 
• Monitor and respond to mailbox inquiries.
• Support wider systems maintenance activities.

Salary: P60,000 to P90,000 (Monthly Package)

Schedule: Monday – Friday (10:00 PM – 7:00 AM PHT)

What are we looking for?

Skills Required:

• At least 4+ years of experience on a similar role
• Expertise in investment principles, asset allocation and portfolio management.
• Background in banking and/or financial services industry
• Proficiency in Microsoft Office, especially Excel and PowerPoint.

Nice to Have:

• Familiarity with Excel VBA is a plus for tasks involving automation and streamlining coding processes.
• CFA

What will you do?

Client Reporting & Presentations:

• Draft and update client investment presentations, encompassing performance reports and market analysis.
• Maintain and update forecasting models for private investment portfolio.

Investment Database & Performance Monitoring:

• Manage the Private Investment Database, ensuring accurate cash flow reconciliation and asset value tracking.

Portfolio Analysis, Management & Modeling:

• Perform diagnostic analysis and create rebalancing plans on client portfolios and execute Monte Carlo simulations for risk assessment.

Investment Compliance & Operations:

• Ensure compliance with regulatory requirements, including AML/KYC.
• Coordinate with custodians for accurate cost basis reconciliation.
• Manage private investment subscriptions and account openings.

Join the awesome team and enjoy these benefits & perks:

• 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, an American Financial Services company with over 39 years of expertise in delivering investment, financial advisory, and wealth management services, is gearing up to grow its team. They have delivered client-centric planning and sophisticated investment advice for the past four decades and is dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.

#ConnectOS #ConnectOSCareers #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.

As a member of the Business Operations branch of Corporate IT, the IT Mobile Asset Management Associate is part of the team responsible for the lifecycle of user assets needed by our 22,000 global end users. In addition, this person is in position to execute effective and efficient procurement and asset services, ensuing values and competencies in maintaining transparency, integrity, and compliance. The Asset Management Associate derives meaningful operational metrics which align to OLA and SLAs across the function, and manages continuous improvements with regards to accurate and appropriate inventory across the enterprise.

Reporting to Visa's Director of IT Asset Management, this role’s primary focus is with inventory data maintenance.  As a business office function, this role has significant impact on the day to day success of the overall transformational journey of Corporate IT. The Asset Management Associate works with internal customers and peers to ensure data accuracy and lifecycle management of assets.  As needed, they support the delivery of financial and logistical acquisition of End User assets. She/He works with peers to derive total cost of ownership (TCO) improvements through operational efficiencies as well as vendor management activities.
Areas of experience include data analysis around asset lifecycle, inventory management and reporting, process development, optimization and global logistics and on-time delivery of services/assets.

Essential Functions

Operational

Interact with end users via telephone, e-mail, and M.S. Teams to provide procurement support.

Assisting team members as needed to ensure the entire asset service is robust and operationally efficient

Managing the upgrade eligibility for mobile assets.

Managing the refresh of assets for their assigned region

Monitor approval queue for wireless device requests.  Check for correct procurement procedure.

Ensuring timely delivery of goods, works and services using the team’s procurement procedures.

Implementing the process of procurement and asset activities, inventory control, logistics and distribution, ensuring effectively functioning processes to avoid costly delays and lost opportunities

Review inventory monthly reports from dashboard for offboarded employees, terminate service if necessary, and update record.

Reconciling inventory across a variety of systems and statuses (in stock, in use, legal review, etc.) as well as wiping/disposal activities.

Perform monthly inventory validation audits for Visa sites. This includes validation of status and the reconciliation of certificates of destruction when an asset is decommissioned.

Regularly updating status of mobile asset inventory.

Ensuring strict adherence to our process lifecycle, updating systems and documents regularly

Controls and Reporting

Guaranteed accurate inventory reporting.

Ensure audit and control regulations are met, including asset reconciliation and disposal certifications.

Ensure full compliance of procurement activities, financial rules and regulations, relevant organizational directives and administrative Instructions.

Preparing accurate ad-hoc, monthly and quarterly inventory level reports as required

Prepare monthly reports from dashboard for mobile asset reconciliation.

Ensure all activities are compliant with standard reporting requirements and audits.

Interrelationships

Ensure effective lines of communication between stakeholders, primarily those whom are within the Corp IT  department, but also between Finance, Procurement and other cost center owners

Manage relationships with vendors, suppliers and contractors to facilitate smooth flow of services

Work with wireless device vendors to track procurement requests and resolve any issues such as out of stock, delays, and cancellations.

Strategic

Maintain and ensure adherence to Standard Operating Procedures, control of workflows, continuous business processes monitoring and delivery of improvements as it pertains to inventory accuracy.

Recommend continuous improvements to team, sourcing, technicians to drive measurable improved performance

Work with local sourcing to deliver best plan, feature, and pricing for mobile service.

Participate in various Asset Management projects as needed

Area of Responsibility:

• Conduct thorough investigations into requests for new suppliers. Verify the legitimacy, compliance, and necessity of adding new suppliers.
• Manage and update critical contact information for both new and existing suppliers. Support retriggering Inherent Risk Questionnaire (IRQ) processes as needed.
• Monitor the status of IRQs to ensure timely processing and completion. Identify and address any delays or issues in the IRQ process.
• Manage the timeout process for IRQs, ensuring that any IRQs that exceed predefined time limits are appropriately addressed.
• Review IRQs paused during onboarding to determine the cause and necessary steps to resume or cancel the onboarding.
• Provide support for the recertification process of suppliers, ensuring compliance with organizational standards and requirements.
• Manage the Employee Center and mailbox to ensure efficient communication and information flow.
• Minimize the need to interface with internal stakeholders by using your initiative.
• Works under direct supervision
• Conscious of continuous improvements by monitoring and working within agreed KPIs/SLAs
• Support and direct users to the correct procedures for managing Third Party Risk.

Specific Tasks:

• Review and analyze new supplier request forms.
• Conduct background checks and compliance verifications.
• Communicate with requesting departments to clarify needs and requirements.
• Document findings and make recommendations for approval or rejection.
• Update supplier key contact information in the database.
• Verify the accuracy of contact details through direct communication.
• Coordinate with suppliers to ensure updated information is reflected in all relevant systems.
• Support retriggering of IRQs when key contact information changes.
• Regularly check the status of all active IRQs.
• Generate reports on IRQ progress and highlight any overdue tasks.
• Communicate with relevant stakeholders to address and resolve delays.
• Maintain records of IRQ monitoring activities.
• Identify IRQs that have timed out.
• Investigate reasons for timeouts and document findings.
• Coordinate with stakeholders to determine necessary actions for each timed-out IRQ.
• Implement corrective measures to prevent future timeouts.
• Examine reasons for paused onboarding cases.
• Communicate with suppliers and internal teams to gather additional information.
• Make recommendations on whether to continue or cancel onboarding.
• Document decisions and communicate outcomes to relevant parties.
• Assist in the preparation and distribution of recertification documents.
• Track the recertification status of suppliers.
• Communicate with suppliers to obtain necessary documentation and information.
• Update recertification records in the supplier database.
• Monitor and respond to queries in the Employee Center mailbox.
• Distribute relevant information to employees as needed.
• Maintain organization and documentation of email correspondence.
• Provide support for any issues related to the Employee Center and mailbox management.
• Accurate, timely reviewing and recording all third-party data within agreed SLAs.
• Support TPRM (Third Party Risk Management) teams.
• Escalate any areas of concern to the direct supervisor

The Manager, Service Management is responsible for establishing and overall management of the Service Management function for AECOM GBS with the responsibility of developing and maintaining Demand/Roadmap Management, Transition Management, Service Level Management and Document Management.

The position will report to the Manila Centre Manager & Head of Global Service Management and will be working closely with the other functions within the COO Office – PMO/CI, Process/Technology Management, Reporting & Analytics Team.

The person is expected to provide strong leadership in a matrix environment to promote best practices in managing interrelated projects and programs to ensure successful delivery. You will need a strong focus on results and an eye for detail, combined with an emphasis on managing stakeholders across the organization to build credible and trusted relationships.

Responsibilities & Duties

• Lead transition activities at GBS and develop required plans and processes in order to meet timelines and service objectives.
• Resource, develop and manage service level management; this includes service catalogues, change control process, DTP documentation, SLAs and performance reporting, and governance.
• Develop business cases, proposals and marketing packs to help secure new work coming into the Centre.
• Oversee the portfolio of transition/projects, providing expert knowledge and support, and monitoring progress and reporting on the portfolio status ensuring compliance of transition/projects portfolio with the AECOM transition approach, governance, cost and service level parameters.
• Act as primary owner of the GBS Document Management System, ensure the completeness, quality and sustainability of the platform and compliance to risk & control measures of the organization
• Act as owner of project frameworks, templates and procedures; be responsible for ensuring they are fit for purpose and continue to be best practice.
• Design, challenge and agree management dashboards to provide a strategic and tactical overview of the Transitions/Project portfolio to improve delivery and planning.
• Work with Transition Teams globally to ensure project updates are provided accurately and timely, and submitted to the Global Program team aligned with the agreed schedule
• Leveraging global templates, create tools and deliverables as required for project execution and management, develop and deliver progress reports, proposals, requirements documentation and presentation
• Drive continual improvements into the Service Management program and ensure industry best practices, standards and defence guidelines are leveraged and implemented;
• Lead and mentor the team including performance management, career growth and development to deliver a high-performing responsive team

This role is primarily responsible for providing support for knowledge management, marketing, and business development systems. The key focus is to manage data and content required for the development of bid and proposal documents, including information used to develop employee resumes/CVs and project profile content, data used for the development of project descriptions and project information, and data needed for qualifications and proposals such as employee counts by office, office locations by country/region, and employee disciplines by office/state/country and region.

• Manage employee information including license information and project experiences and normalize data and content to ensure consistency with all the employees connected to the projects
• Collaborate with Marketing team and support information requests for site content and searches, updates to individual marketing collateral libraries, and organize data and compile results using company templates in line with corporate guidelines
• Create and maintain reports on staff breakdowns with various parameters including location, business line, and region
• Manage project profiles content and data including description summaries and metadata essential to searching and reporting
• Research large-dollar projects to find online content and add it to the description
• Research projects where the listed owner/end client is an AEC firm, to find the end client and adjust the AECOM role
• Conduct searches and produce export summary reports 
• Update and maintain opportunity records and proposal libraries post submission
• Modify and create SharePoint site pages, libraries, and other site applications
• Update and maintain links and add new content to libraries as requested
• Perform site analytics and research to improve site content, access, and awareness
• Review the knowledge base to identify areas that need to be updated and expanded
• Assist on creating business requirements document, page mock-up, and process workflow for new KM initiatives
• Assist on presenting KM proposals to the stakeholders to fully understand the requirements and to integrate feedbacks
• Manage LMS and SharePoint sites including supporting or creating new events and updating schedules for posting
• Collaborate with LMS administrators and KM team in managing updates of new content to LMS curriculum
• Manage post-event data, attendance records, and other key metrics
• Collaborate with Systems team in managing CRM administration including dashboard creation and modification
• Assist CRM administrator and super users in maintaining opportunity, client-related, and project-related fields as needed
• Contribute specialized expertise to different assigned projects and provide key updates to Team Lead and Manager
• Contribute in various and simultaneous process improvement initiatives to streamline processes, improve customer experience, and increase productivity
• Escalate issues and recommend resolutions to the Team Lead. May support junior members of the team in addressing routine issues within the assigned processes

• Provide technical leadership to a team responsible for project implementation activities for a diverse client base, driving cross functional delivery of systems and services to customers 

• Represent assigned AP markets across the Client Delivery function Build, maintain and communicate detailed market synopsis, including but not limited to key regulatory requirements, processing nuances, key client and domestic partners, competitor landscape etc.

• Provide functional responsibility for leading an Implementations team and to increase knowledge sharing and learnings to enable consistent interaction with clients 

• Provide leadership and strategic guidance during the various phases of project management and commercialization process to ensure all necessary tools, processes, procedures, and staff are in place to support successful execution

• Attract, develop, motivate and retain a team of high performing, high potential professionals who are well positioned to become future leaders in the company

• Build a strong and cohesive team by providing leadership to direct reports through coaching, setting strategic direction and applying working knowledge of Visa products, systems, and procedures. Instill an inclusive team culture and provide continuous coaching and training to the team

• Ensure the team represents client needs to internal stakeholder organizations including Client Services, Sales, Product, Systems, Risk and Legal through accurate business requirements and ongoing advocacy

• Establish and foster relationships with Client and internal stakeholders at all levels of staff and senior management

• Stay current with industry and client trends and maintain a strong knowledge of Visa products and services

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

Salary: P50,000 – P80,000 (Monthly Package)

Schedule: 10:00 AM – 7:00 PM EST

What are we looking for?

Skills Required:

• At least 4 years of working experience on a similar role
• Must have experience in using Microsoft Dynamics
• Experience with Microsoft Office including Publisher, Outlook, and PowerPoint.
• Experience with uploading onto websites, LinkedIn, and managing Amazon stores.

What will you do?

• Building library for RFP responses
• Administrative/back-end support - coordination and organization of events
• Tracking referrals, updating contacts in the system, and business development activities
• Conversion of data from legacy CRM to the new CRM
• Support the initiative to build, implement, management and maintenance of the new CRM system.
• Cleaning up existing data and keeping notes in the system
• Collaborating with internal teams

Join the awesome team and enjoy these benefits & perks:

• 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, based in the US, is a company that is dedicated to creating connections and empowering individuals to achieve their goals within the IT and Engineering industries. They have a remarkable history of sourcing top technical talent for global companies by deeply understanding their unique needs and aspirations. Their mission is to serve as a bridge to overall success. Since 2019, they have emphasized fostering long-term partnerships with the customers and communities they serve. With a combined experience of more than 75 years, they consistently strive to comprehend and efficiently address each client's specific requirements, ensuring their ultimate triumph.

#ConnectOS #ConnectOSCareers #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.

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

Scheduled: 10:00 AM – 7:00 PM (Easter Daylight Time)

What are we looking for?

Skills Required:

• At least 4 years of working experience on a similar role
• Finance and banking industry experience.
• Experience with any CRM tools and MS Office Suite.

Nice to have:

• Fidelity Investments software experience is a huge advantage

What will you do?

• Transfer of Assets Reconciliation
• Bulk Journal Reconciliation
• Document management support– via automation and manually from various portals
• Collect and file accounts statements and year-end tax information
• Assist with Tax Doc program support
• Monitor custodial account alerts, determine action required
• Maintain client accounts in good order and update client information as needed
• Comply with regulatory and internal process requirements
• Perform special projects and other duties as needed

Join the awesome team and enjoy these benefits & perks:

• 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, an American Financial Services company with over 39 years of expertise in delivering investment, financial advisory, and wealth management services, is gearing up to grow its team. They have delivered client-centric planning and sophisticated investment advice for the past four decades and is dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.

#ConnectOS #ConnectOSCareers #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.