Total 15 cash management officer job vacancies in taguig metro manila

Salary: P50,000 to P70,000 (Monthly Package)

Schedule: Monday – Friday (8:00 AM - 05:00 PM AEST)

What are we looking for?

Skills Required:

• Minimum 3 years accounts payable experience
• Previous experience using ERP system
• Demonstrated ability to drive change through process improvement
• Experience in Other Admin type roles; with high volume transactions
• Flexibility to do more than AP (Be able to work with business as it evolves to help manage different Receivable, types including Accounts Receivable, and administrative tasks)

Nice to Have:

• Previous experience in the Retail industry
• Experience in MS AX and D 365 environments
• Experience in Concur
• Experience in Accounts Receivable, Lease administration

What will you do?

Main Duties:

• Contributing to technical development and training of finance team members
• Process Invoices daily, including working with other stakeholders to verify any errors
• Post the invoices accurately in system
• Working with supplier and sourcing teams to ensure stock is invoiced at correct prices in AP sub-ledger.
• Matching prepayments to invoices before end of month.
• Completing monthly creditor reconciliations for all suppliers including commentary for all reconciling items.
• Performing general administrative and behavioral tasks as required.

Beyond Accounts Payables:

Help work thru administration / management of different types of transactions including:

• Accounts receivable / Credit & Debt Management
• Financing Partners transactions (Afterpay, Zip, Latitude)
• Supplier Reconciliation
• Lease administration
• Customer and Supplier refunds

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 --- With over 1,000 to 5,000 employees have grown to become one of Australia’s most well-known furniture manufacturers and retailers. Their furniture superstores can be found in every major metropolitan city and regional towns, with over 85 stores across Australia. They take pride of making, selling and guaranteeing well-designed furniture that everyone can truly afford.

#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 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.

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.

 

 

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

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

What are we looking for?

Skills Required:

• Minimum of 3-5 years of solid experience in handling Accounts Payable
• Experience in a high-volume environment (please note that invoice processing is only a minor aspect of this position)
• Management of International payments
• Credit Card Reconciliations
• Excellent phone manner and strong willingness to pick up the phone to resolve matters.

Nice to Have:

• Experience in Dynamics 365 finance is a plus.
• Detail- Oriented

What will you do?

• Assisting with the timely processing of invoices and payments to suppliers whilst managing key internal and external stakeholders
• Key point of contact for stores and suppliers across your designated area
• Juggling several activities on a day-to-day basis, such as managing payment cycles, Converga workflow
• Working across the internal teams and with stores to investigate any non-stock invoice and payment related issues.

Join the awesome team and enjoy these benefits & perks:

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

JOIN CONNECTOS NOW!

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

Our client is Australia's largest home entertainment retailer, offering a wide selection of products at unbeatable prices. With over 300 stores across Australia and New Zealand, as well as a strong online presence, they are committed to delivering the best shopping experience possible. They also provide personalized service and cater to the commercial, insurance, and education sectors with their range of services including information technology and consulting.

#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.

Schedule: Monday – Friday (9:00 AM to 6:00 PM AEST)

What are we looking for?

Skills Required:

• Minimum of 3 years of experience in billing and collections
• Proficient in Microsoft Excel and other relevant software
• Knowledge of billing and collection policies and procedures
• Experience in the finance industry is preferred

What will you do?

• Generate and distribute accurate and timely invoices to clients
• Follow up on outstanding accounts and ensure timely collection of payments
• Investigate and resolve any billing discrepancies or issues
• Assist in the development and implementation of billing and collection policies and procedures
• Collaborate with the finance team to reconcile accounts and resolve any discrepancies
• Maintain accurate records of billing and collection activities
• Provide regular reports on billing and collection metrics

Join the awesome team and enjoy these benefits & perks:

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

 

JOIN CONNECTOS NOW!

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

ConnectOS is a top-rated employer of choice, independently validated by the market. From hiring one person to building a large team, we connect companies around the world with ready-now talent across a range of industries, functions and more than 80 job categories.

#ConnectOS #TeamConnectOS

Equal Employment Statement

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

Salary: P25,000 to P30,000 (Monthly Package)

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

What are we looking for?

Skills Required:

• Demonstrated focus on customer service excellence
• Proven experience in administrative tasks such as retrieving, maintaining, and processing documents related to various IT services, accounts, invoices, job sheets, expenses, and licensing
• Skilled in MS Excel (populating and maintaining spreadsheets)
• Great organizational skills and attention to detail
• Background in IT Infrastructure and Vendor Management

What will you do?

• Order and maintain records of telecommunication and data services such as Telephone, Cellular, FAX, NBN, Fibre
• Ensure all IT accounts are paid in full and on time - Retrieve, record and process IT Invoices and communicate with vendors when required
• Maintain application licenses, and procurement of licences
• Evaluating and processing of external documentation - Change of Ownership forms, Purchase orders and associated approvals
• Maintain purchases made by the department and adhering to payment terms and conditions
• Maintain contract database and vendor details are as up to date as possible in service now
• Proactively initiating and developing methods of improving team processes, practices, systems, toolsets, infrastructure standard operating procedures, designs and builds
• Provide quality information to the IT Vendor Manager in all areas of responsibilities
• Assist with escalated complex tickets
• Implementation of new services as part of projects and business initiatives

Join the awesome team and enjoy these benefits & perks:

• Home-based

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

JOIN CONNECTOS NOW!

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

Our client is one of Australia’s Leading Retail Pharmacy Groups and still growing - including internationally! They opened their first store in Melbourne back in 2000. Today, our client has over 500 stores across Australia, employing more than 17,000 employees. They provide a place where customers come to be happy and healthy, and exceptional customer service and great savings on wide range of brands and products.

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

Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)

What are we looking for?

Skills Required:

• Strong interpersonal and customer service abilities.
• Skilled in utilizing CRM/database software to generate reports, extract data, and maintain records.
• Thrives in team-oriented environments and excels in self-management.
• Proven proficiency in Microsoft Office Suite and various operating systems.
• Expert in data and document management.
• Exceptional organizational skills with keen attention to detail.

Nice to Have:

• Australian Client experience
• Client Management
• Marketing and Communication

What will you do?

• Membership Program Support: Administer and deliver support for a variety of member benefits and services.
• Customer Service: Respond to member enquiries and undertake various customer service-focused tasks aimed at providing an enhanced membership experience
• Stakeholder Relationships & Member Engagement: Work with key internal and external stakeholders to deliver upon project requirements and organizational objectives.
• Collaboration & continuous improvement: Cultivate and maintain effective working relationships with internal team and look for opportunities to improve work practices and processes.

Join the awesome team and enjoy these benefits & perks:

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

JOIN CONNECTOS NOW!

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

Our client is the national professional association representing occupational therapists in Australia, providing health care, vocational rehabilitation, and consultancy services. Members benefit from local support and resources, contributing to professional excellence. The association works with government agencies and non-government organizations to shape public policy and collaborates with professional associations in various countries, including the World Federation of Occupational Therapy.

#ConnectOS #TeamConnectOS

Equal Employment Statement

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

Salary: P40,000 to P50,000 (Monthly Package)

Schedule: Monday – Friday (07:30 AM - 04:30 PM AEST)

What are we looking for?

Skills Required:

• Experience in administration, preferably in a sales, stock management and/or procurement capacity
• Experience in data entry, taking sales orders/ processing invoices, quotation
• Proficient knowledge using MS Office Tools (Word, Excel, PDF, PPT, Outlook)
• Ability to be flexible and innovative in a dynamic, smaller team environment Skills Possess professional communication and organisational skills, have a friendly, positive personality and customer-focused attitude
• Candidate with customer support experience are preferred

Nice to Have:

• Excellent analytical, problem solving and attention to detail attributes
• Proven ability to think independently and efficiently handle multiple tasks through to completion with required accuracy
• Record of successfully working collaboratively in a team setting

What will you do?

• Entering of Quotes and Sales Orders in the ERP system
• Client account management and liaison
• Overseeing the Range Plan and Pricing relevant to contract supply in the B2B ordering portal where applicable
• Enforcement/Management of contract pricing arrangements and periodic price reviews
• Expediting supply (order fulfillment) within contract terms
• In-house core stock management to meet major contract client KPI’s
• Be responsible for a number of house and/or contract client accounts. Interface with these clients will also include regular email contact and the nurturing of an ethical and productive working relationship within this portfolio
• Be able to broker highly demanding expectations from clients and manage the realities of the procurement cycle to match or exceed those expectations
• Demonstrate background in sales processing and use of quote/order/invoicing stock management/ERP systems
• Approval of alternate items for clients as required due to deletions or change in standards or suppliers (This process will/could involve internal liaison with company product specialists and Suppliers)
• Management and oversight of the B2B ordering portal for applicable clients that use this facility; requires the updating of Range Plans as they evolve and maintenance of contract pricing

Join the awesome team and enjoy these benefits & perks:

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

JOIN CONNECTOS NOW!

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

Our client is a fully owned Australian business independently operating for over 40 years with unmatched industry experience. They stock top quality brands that meet industry standards and backed with Australia’s best buying power to ensure value with no compromise on quality and that’s guaranteed. Their mission is to provide quality safety apparel and equipment that assists in the provision of a safe working environment that benefits employees, employers and their families.

#ConnectOS #TeamConnectOS

Equal Employment Statement

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

Salary: P90,000 to P110,000 (Monthly Package)

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

What are we looking for?

Skills Required:

• Good technical knowledge and skillset of PL/SQL, Oracle SQL, JAVA. Basic/Intermediate UNIX
• On the ground / in the field WMS experience and Operations
• Has configured BY/JDA/RP Dispatcher (if BY/JDA/RP Discreet experience) NOTE: JDA is now known as Blue Yonder
• Hardware/RF exposure in the field
• Experience with designing Labels/Packing list/Invoices etc.
• Experience with WMS Support / Testing and experience with analysing and writing reports in SQL (SSRS)
• Experience with Application Support Systems (Zendesk, ConnectWise, Salesforce, ServiceNow, Zoho etc.)

Nice to Have:

• Ability to communicate and articulate clearly over the phone with Clients/Customers
• Responsive and driven to end task resolution

Join the awesome team and enjoy these benefits & perks:

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

JOIN CONNECTOS NOW!

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

Our client based in Australia deliver world-class supply chain solutions across the APAC region. Their experience comes from the successful delivery of solutions across 3PL, FMCG, retail, warehousing, and transport. With a talented team of highly skilled, technically advanced and operationally experienced consultant which all share fabric of service, commitment and excellence.

#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 – P90,000 (Monthly Package)

Shift: Monday - Friday (3:00 PM – 12:00 AM EST)

What are we looking for?

Skills Required:

• At least 2+ years of experience on a similar role
• Strong working knowledge of financial markets and investments
• Proficient in Excel (including macros and pivot tables) and Powerpoint
• Background in banking and/or financial services industry
• Strong computing skills: ability to navigate numerous data providers such as Bloomberg, Morningstar Direct, Pitchbook, Burgiss, etc.
• Excellent communication skills

Nice to have:

• CFA
• Experience using Dasseti

What will you do?

• Maintain, update, and add manager data and information in the system
• Track record and portfolio company analysis and performance benchmarking
• Assist with material preparation including due diligence memo
• Provide market analysis
• Assist with manager and reference calls
• Assist and manage internal reporting covering market information and manager updates (i.e. quarterly asset class reviews, quarterly monitoring report for public securities, weekly private investment pipeline reports, attribution reports etc.)
• Assist with external reporting covering market information and manager updates (i.e. public manager tear sheets, quarterly reporting for private managers, etc.)
• Assist with ad hoc data requests
• Work effectively with other teams throughout the organization
• Other duties as assigned

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.

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

Shift: Monday - Friday (3:00 PM – 12:00 AM EST)

What are we looking for?

Skills Required:

• At least 2+ 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
• Excellent communication skills

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.

Salary: P30,000 to P40,00,000 (Monthly Package)

Schedule: Monday – Friday (6:30 AM - 3:30 PM AEST)

What are we looking for?

Skills Required:

• Bachelor’s Degree in any relevant course.
• 1-2 years of experience in AU Mortgage.
• Related experience in client relations and broker support is preferred.
• Excellent English communication skills verbal and written.

What will you do?

• Ensure Compliance with applicable legislation, regulatory requirements, licensing obligations and internal policies and procedures through a comprehensive and robust audit program.
• Review and where necessary adjust the loan submission to ensure the application meets the lender requirements and submission quality is at the highest possible standards.
• Ensure that the required client documents are uploaded in the system.
• Understand the lender checklist requirements for loan submission and follow industry regulations set by ASIC.
• Maintain accurate and comprehensive records of audit activities, finding, and decision in accordance with policies and procedures.
• Ensures delivery of exceptional customer service when engaging with clients & other stakeholders to the loan application process.

Join the awesome team and enjoy these benefits & perks:

• Hybrid (1-2 days per month only at the office)
• 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 is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#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: P40,000 – P70,000 (Monthly Package)

Schedule: Monday - Friday (3:00 PM – 12:00 AM EST)

What are we looking for?

Skills Required:

• At least 2+ years of experience on a similar role with background in banking or finance.
• Knowledgeable in Microsoft CRM.
• Excellent communication skills.

Nice to Have:

• Experience working for US clients.

 

What will you do?

• Contact and respond to team member requests for statements, investment performance, cash distributions and performance reports or the team.
• Process and follow up on operational duties linked to new accounts, transfers, risk management, and transactions.
• Breakout State Tax Returns from Federal Tax Returns.
• Fill in tracking sheet for tax returns.
• Assist with Billing.
• Cost basis reconciliation.
• Maintain tracking sheet for calendar of meetings and managing and scheduling meetings.
• Establish, develop, maintain and update client files.
• Maintain an accurate and up-to-date data in Microsoft CRM and other internal systems.
• Perform other related duties as assigned.

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.

 

 

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

Schedule: Monday – Friday (08:00 AM - 05:00 PM Brisbane)

 

What are we looking for?

Skills Required:

• Minimum of 3 years’ experience in Accounts Payable
• Intermediate excel skills
• Confidence in speaking with (email and phone) a wide range of people within the business.
• Experience in SAP and VIM

Nice to Have:

• Experience in a larger, complex business environment.
• Understanding of multi-level invoice approval and compliance with standards
• Finance or Accounting background

What will you do?

• Ensure all invoices are approved by the appropriate authority prior to processing
• Process all invoices within specified timelines
• Respond to, and resolve, all internal and external enquiries promptly and professionally
• Actively participate in team projects and look for continuous improvement opportunities.
• Provide coverage for team members tasks, in which you are trained, if and when required

 

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 Australian client is the world’s largest meat producer, and second largest food manufacturer with a global workforce of over 250,000 staff. The company is currently working through an exciting digital transformation strategy which provides global career opportunities. Specific roles will be sent to Australia for additional training. 

#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.