Total 123 cash management officer job vacancies in Pasig, Metro Manila

About First Circle

Founded in 2016, First Circle provides innovative SME financing solutions and is at the forefront of building smart banking systems for businesses in the Philippines. As a trusted partner of the Philippine government and the Department of Trade and Industry (DTI), we are pioneers in providing data to the Credit Information Corporation (CIC) and the first FinTech company licensed by the Securities and Exchange Commission (SEC) in the Philippines. Our leadership team, with backgrounds from Morgan Stanley and Bridgewater Associates, is dedicated to transforming the financial services landscape in the region.

The Compliance Officer will play a vital role in ensuring that First Circle operates in full compliance with regulatory requirements while fostering a strong culture of accountability and integrity. Reporting to the General Counsel, the Compliance Officer will oversee compliance frameworks, ensure adherence to legal and regulatory mandates, and drive initiatives related to regulatory reporting, AML compliance, and data privacy.

Key Responsibilities

Regulatory Compliance:

• Collaborate with the General Counsel to monitor, assess, and ensure compliance with all applicable laws, regulations, and reportorial requirements.
• Liaise with regulatory bodies, including but not limited to the Securities and Exchange Commission (SEC), the National Privacy Commission (NPC), the Anti-Money Laundering Council (AMLC), and other relevant government entities.
• Develop, implement, and maintain compliance policies, procedures, and internal controls.
• Ensure timely and accurate submission of all regulatory compliance reports to relevant authorities and external partners.

SEC Compliance:

• Oversee compliance with all SEC regulatory and reportorial requirements applicable to financing companies.
• Serve as the primary point of contact for SEC-related matters, audits, and inquiries.

AML Compliance:

• Develop, document, and update the company’s Anti-Money Laundering (AML) and Counter-Terrorist Financing (CTF) policies and procedures to align with relevant laws and regulations.
• Ensure ongoing compliance with AML/CTF requirements, including risk assessments and reporting.
• Provide AML training to employees to ensure awareness and adherence to policies.

Data Privacy Compliance:

• Collaborate with the Data Protection Officer (DPO) to implement and manage the company’s Data Protection and Privacy Program.
• Assist in developing and maintaining data privacy policies and procedures.
• Monitor operational compliance with data privacy laws and investigate potential incidents or breaches

Experience:

2-4 years of experience in compliance, risk management, or a related field, ideally within the fintech or financial services industry.

Knowledge and Skills:

• Strong understanding of regulatory requirements and frameworks, including SEC, AML, and data privacy laws.
• Proven ability to navigate complex compliance landscapes while supporting business agility.
• Exceptional problem-solving and critical-thinking skills with a proactive, self-starter approach.
• Outstanding communication skills to collaborate across teams and engage with external stakeholders.
• Strong organizational and multitasking abilities, with a commitment to accuracy and detail.
• Collaborative mindset, capable of working closely with legal, operations, and business teams.

• Hybrid work set-up: 1-2 days per week in our BGC office; remote the rest of the time.
• Additional perks & benefits including HMO coverage from day one, free catered lunches, MacBook Air provided, monthly fitness allowance, transportation & accommodation allowance, and more
• Join a team with a deeply collaborative culture - expect support, feedback and friendship.

Ensures that the company adheres to data protection laws and best practices, safeguarding the privacy of personal information. Serve as the focal point for data protection strategies and are responsible for navigating the complex landscape of legal requirements related to personal data

• Provide first-line support for network-related issues and escalate more complex issues to higher-level engineers.
• Assist in the installation, configuration, and maintenance of network hardware and software, including routers, switches, and firewalls.
• Monitor and troubleshoot network performance, including connection issues, bandwidth usage, and security vulnerabilities.
• Perform basic configuration tasks, such as setting up IP addresses, subnets, and VLANs.
• Maintain network documentation, including network diagrams, IP address lists, and configuration logs.
• Assist in testing and deploying new network solutions, hardware, and software.
• Respond to and resolve network service requests in a timely and efficient manner.
• Assist with network monitoring using tools to ensure performance and reliability.
• Provide end-user support for network connectivity issues and assist with basic troubleshooting.
• Perform software/firmware updates on network devices under the guidance of senior engineers.
• Follow standard operating procedures for network security, including VPN setup and password management.

• Bachelor's degree in computer science or engineering or any IT related courses
• Minimum 1 to 2 years of experience with Network and Security
• Ability to understand and successfully employ networking, storage, operating system virtualization, and integration solutions and services, and utilize appropriate environments (e.g. Test, Staging, and Production) in support of assigned responsibilities. 
• Ability to resolve technical problems and innovate more efficient use of IT resources. 
• Knowledge of AS400 is preferred. 
• With CCNA certification is a plus
• Can work a hybrid setup at Makati

Research unapplied cash values in order to determine whether funds can be applied against a bona fide A/R invoice, or whether funds should be earmarked for refund to customer.

Responsibilities:

• Work under guidance of Assistant Accountant on specific books of unapplied cash. 
• Conduct input / research work against specific unapplied cash values, using NetSuite accounting system and establish if the cash value is listed on the universal daily deposit spreadsheet.  
• Determine form of unapplied payment, i.e. Check / ACH / Credit Card / Credit Memo. Establish if a specific invoice connected thereto is “open”.  
• Process and reconcile payments  by accurately locating, and correctly tagging payment remit, and validating invoice information
• Identify from the remit whether the unapplied payment is a duplicate payment, a regular overpayment, an overpayment, an issued Credit Memo, JE / AR transfer, awaiting missing remittance, information not posted in NetSuite, a sales tax issue, an incorrect vendor. Ultimately determine if the client submitting the remittance needs to be contacted for more information.  
• Understand and resolve unapplied payment through audit, research and backtracking. 
• Note corresponding solutions to rectify the cash postings and action accordingly.  
• Record findings in Excel tracker. 

• Minimum 3 years of related experience; or equivalent combination of education and experience
• College degree, Bachelor’s Degree in Accounting preferred
• Ability to analyze, develop, initiate, and implement plans and strategies to achieve goals
• Must have excellent computer skills in MS office, and the individual should have knowledge of accounting software, spreadsheet software
• Good interpersonal skills with the ability to lead and direct associates
• Ability to prioritize and meet critical deadlines
• Competency with larger ERP system  
• NetSuite experience preferred
• Confidence to deal with a range of stakeholders

• Permanent Remote Work
• Company laptop provided
• 20 days paid leave
• Paid parental leave benefits
• Technology Allowance Reimbursement
• HMO and Retirement Plan upon regularization
• Free office lunch every Wednesday
• Quarterly Company Happy Hour
• Annual Pod Outing

As an End-User Helpdesk Agent, you will be primarily responsible for providing frontline user management and customer support. The End-User Helpdesk Agent efficiently provides support to customers, is a flexible problem-solver, and is confident at providing solutions. You investigate if you do not have enough information to resolve customer inquiries and complaints. At the same time, you are patient, empathetic, and very communicative with others. The End-User Helpdesk has at least basic computer skills and the capacity to stay focused in a busy work environment. The service runs 24 x 7.

Key Tasks and Responsibilities:

• Process User Management/UMT worklist requests within SLA
• Provide updates to the Sponsors, Implementation Managers, and other relevant teams on the creation/maintenance of all client-supported product accounts.
• Follow strict instructions on the creation/update of all client-supported product accounts as specified on Helpdesk Briefs/Communication Plans for each trial.
• Communicate with the Sponsor via email regarding issues on the creation/maintenance of all supported products and follow up on resolutions in a timely fashion and ensure communication is accurate both verbally and in writing.
• Ensure that all data is entered/updated correctly in the CRM system.
• Perform database system performance reporting tasks.
• Root Cause Analysis ticket owner for alerts and errors generated by the various products supported.
• Complete QC activities for User Management activities completed by other Helpdesk Administrators
• Complete Site Allocation for all client-supported product Users in a timely fashion.
• Escalate promptly to Shared UM TL any issues with the completion of User Management or compliance with SLA.
• Ensure compliance with customer Data Privacy and Security Policy
• Perform other administrative tasks as required.

Skills/Attributes Required:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Technical:

• Good working knowledge of Microsoft Office tools (Word, Excel, OUtlook, etc.)
• Computer and Internet-savvy
• Call/Contact Center ticketing tools, i.e., Zendesk, Salesforce (or similar CRM platform)
• Call/Contact Center call management tools, i.e., Avaya, 8x8 (or similar) is advantageous

Behavioral:

• Positive and enthusiastic personality and approach to work
• Ability to take right decisions, strong sense of ownership and accountability
• Ability to apply creativity to resolving problems
• Organized, accurate, with ability to multi-task
• Excellent written and verbal communication
• Willing to lean new skills and grow with the company

Qualifications:

• At least High School diploma or equivalent
• User Management or Data Entry experience for at least 1 year
• Previous experience in SSC/BPO and Customer Service is nice to have
• Excellent communication skills (both written and oral), with the ability to communicate professionally and confidently in English at all levels

As well as the fantastic opportunity to partner with huge global brands and pursue an exciting career with a rapidly growing BPO leader, transcosmos pride itself on a fun, healthy and encouraging work environment in the premium district of Mckinley Hill, Taguig.

We also reward of our staff with great benefits including:

• Competitive compensation packages
• HMO/Medical and dental coverage
• Life insurance
• Non-taxable allowances
• Night differential
• And much much more!

Garrets International-Manila is looking for a Sales Support Officer is to assist the GMP Account Manager team and contribute to the efficiency and effectiveness of the sales process. This role plays a crucial part in helping a company achieve its sales goals and deliver excellent customer service. Below JD list the key responsibilities and purposes of a Sales Support Officer. Handling of various administrative tasks, such as data entry, order processing, and maintaining sales records. This ensures that sales processes are well-organized and documented.
 

What you'll be doing:

• Code Cracking of RFQ’s from Account Manager
• Updating of prices in PO/RFQ’s - called “GMP Update”
• Direct PO creations
• Chase for vendor Invoice
• Follow up on GMP POs older than 30 days
• Post Sales activities – supply schedules – updated delivery dates in AX.
• Solving of Hold Codes
• Adhoc task
• (Weekly Performance Reporting)
• (Mailbox sorting for GMP operations)

What we're looking for:

• Advanced data entry skills
• Attention to detail and quality output
• Comfortable with math, calculation and UOM conversion
• Knowledgeable in Microsoft Office such as Microsoft Excel , Word and Power point
• Good listening and communication skills

Location: Times Plaza Building, UN Avenue corner Taft Avenue, Ermita, Manila

Work Setup: On-site

Job Description

Responsibilities (how we will measure success)

• Support the Luxembourg-based RC (‘responsable du contrôle du respect des obligations’) and the Know Your Asset (‘KYA’) teams in carrying out their daily responsibilities concerning AML/KYC compliance for both external and internal parties.

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

AML & Compliance officer will:

• Review and analyze the necessary KYC/KYA documents received to onboard new clients and conduct asset KYA analysis for the Asset DD service;
• Generate and manage reports on AML/KYC data for both investments and clients, including creating checklists to track document statuses for each investment;
• Assist the Luxembourg team in creating various AML/CFT and KYA reports such as the RC annual report, agreements, quarterly RC report, AED/CSSF forms, and more.
• Support implementation and maintenance of document collection procedures, including monitoring shared folders for updates;
• Conduct checks using screening tools like WorldCheck for name screening against financial sanctions lists, PEPs, and regulatory enforcement entities;
• Perform Adverse Media controls;
• Escalate significant AML/CFT deficiencies and issues to Senior management of the RC/KYA team;
• Provide support to the RC and KYA teams for any ad-hoc requests from various stakeholders;

Key competencies for position and level

Getting things right and doing the right thing lie at the core of our AIFM team as they make sure we’re always consistent and comply with current financial regulations. While the role is focusing on AML and Compliance, you will need to be a master organizer, enjoy variety and a methodical planner. 

You’ll need to be thorough in all you do, using your own judgment to highlight any significant finds and escalate if rules and regulations are breached. Attention to detail is a must to have.

Every day brings a new challenge so you’ll need to be a team player at heart, pro-active and with an eye for detail, as well as great organizational skills so you can prioritize your day-to-day and meet the deadlines. Building relationships across the business is a must have to succeed and be effective in this role. 

Our team are our second line of defense and ensure that we are compliant with applicable laws, corporate and service standards, company policies and procedures. With the support of your team and using your own judgement you will need to identify any risks or concerns and report them in a timely manner.

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

Key behaviours we expect to see

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

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

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

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

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

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

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

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

Responsibilities (how we will measure success)

• Support the Luxembourg-based Compliance team of the AIFM (IQ EQ Fund management (Luxembourg) S.A.) in preparing “Know Your Relationship” (KYR) files for both onboarding of new relationships but also for the periodic review (or refresh) of the KYR documentation.

Tasks (what does the role do on a day-to-day basis)[1]

KYR officer will:

• Review and analyze the necessary KYR documents received to onboard new relationships clients and to perform the periodic refresh of the KYR files (based on a risk-based approach);
• Generate and manage reports on KYR files, including creating checklists to track document statuses for each relationship;
• Support implementation and maintenance of document collection procedures, including monitoring shared folders for updates;
• Conduct checks using screening tools like WorldCheck for name screening against financial sanctions lists, PEPs, and regulatory enforcement entities;
• Perform Adverse Media controls;
• Escalate significant AML/CFT deficiencies and issues identified to the Compliance team;
• Provide support to the Compliance department for any ad-hoc requests from various stakeholders (e.g. preparation of KYR files for control purposes, screening on prospects, etc);
• Have a high level of autonomy and support other Manilla team members with their questions

Key competencies for position and level

Getting things right and doing the right thing lie at the core of our AIFM team as they make sure we’re always consistent and comply with current financial regulations. While the role is focusing on AML and Compliance, you will need to be a master organizer, enjoy variety and a methodical planner. 

You’ll need to be thorough in all you do, using your own judgment to highlight any significant finds and escalate if rules and regulations are breached.

Attention to detail is a must to have.

Every day brings a new challenge so you’ll need to be a team player at heart, pro-active and with an eye for detail, as well as great organizational skills so you can prioritize your day-to-day and meet the deadlines. Building relationships across the business is a must have to succeed and be effective in this role. 

Our team are our second line of defense and ensure that we are compliant with applicable laws, corporate and service standards, company policies and procedures. With the support of your team and using your own judgement you will need to identify any risks or concerns and report them in a timely manner.

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

Key behaviours we expect to see

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

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

Responsibilities (how we will measure success)

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

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

Periodic Review

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

Other

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

  Key competencies for position and level

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

•  

  Key behaviours we expect to see

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

• Taking Ownership
• Resilience
• Positivity
• Proactivity

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).

We’re looking for a Wise Philippines Compliance Officer to strengthen our compliance team. Based in Manila, Philippines. you will work with a growing team of multidisciplinary specialists globally (Product, Treasury, Expansion, Engineers) to help build world-class products in the Philippines. You’ll also manage and strengthen the teams’ relationships with regulators by being the regulator’s point of contact, keeping everybody informed and protecting our most valuable asset – our customers.

Your mission:

• Building and continuously improving the compliance program in line with our mission to be instant, convenient, transparent and eventually free.
• Maintain our regulatory licence for the Philippines: (i) regulatory reporting and filing, (ii) regulatory liaison and (iii) leading our audits.
• Build trust with our regulator: manage and coordinate meaningful reporting internally and externally, respond to information requests, and proactively communicate product changes and notifiable events. 
• Help Develop systems / processes to track and monitor our regulatory risk, compliance with regulatory requirements and internal policies.
• Work with teams within Wise to educate them about Philippines regulatory requirements, and empower teams to build risk based processes which are clearly documented. 
• Scrutinise and test compliance programs, including quality assurance, analyse findings and work with Operational teams to develop our risk based approach, provide constructive feedback and be responsible for resolutions, including addressing any audit findings.
• Adapt your focus on different compliance issues depending on growth plans and compliance needs.
• Work with global Product and Operational teams and travel to our operational offices.

This role will give you the opportunity to:

• Develop an in-depth knowledge of Wise’s business and get to know many teams across the company as you liaise with them to help them understand the regulatory framework and bring together the information that our regulators need.
• Working in the fast growing company, in the fastest growing region with a lot of new initiatives
• Exposure to multi-geographical projects and ability to scale up and manage/ support other regions

Reporting to Collections Team Lead, this role is responsible for working in a fast-paced global team to efficiently collect cash from customers. The role involves proactive communication with customers to facilitate timely payments and maintain positive relationships while ensuring adherence to the company's collections policies and procedures.

Responsibilities: 

• Manage a high-volume multi-currency ledger, ensuring adherence to agreed-upon terms. 
• Develop and maintain customer relationships both internal and external and have an awareness of cultural and regional differences with respect, while effectively enforcing agreed terms.
• Query handling and investigation, liaise with other departments to ensure swift resolutions of queries and efficient OTC flow.
• Cash allocation, assisting with identification of payments and ensuring short paid reason is identified and correctly categorised and resolved within month payment received.
• Carefully and sensitively process final notices working with internal stakeholders, taking appropriate levels of actions in cases of non payments, including up to account closure and service termination.
• Ensure all document processes are followed and DOA’s approvals adhered to at all times.
• Enable the business to meet its cash collection targets and needs.

Job Title: Executive Assistant with Social Media Management Skills

Location: Fully-Remote

Employment Type: Full-time

Schedule: 9:00am - 5:00pm EST (tentative)

We are seeking a proactive and organized Executive Assistant with experience in social media management to support our client's executive team and manage their social media presence. This role requires a detail-oriented, tech-savvy professional who can manage executive schedules, assist in project coordination, and maintain our social media platforms. If you have excellent organizational skills, experience in content creation, and enjoy handling both administrative tasks and digital marketing, we’d love to hear from you!

Responsibilities

Executive Support

• Manage and coordinate daily schedules, appointments, and travel arrangements.
• Prepare meeting agendas, take minutes, and handle follow-up tasks.
• Assist with email and communication management, responding on behalf of executives when needed.
• Coordinate projects, ensuring timely progress and updates.

Social Media Management

• Develop and execute social media strategies aligned with brand objectives.
• Create, curate, and schedule content across platforms (Instagram, Facebook, LinkedIn, Twitter, etc.).
• Monitor social media channels for engagement and respond to comments and inquiries.

Requirements

• Experience: Proven experience as an Executive Assistant and Social Media Manager.
• Skills: Proficiency in social media platforms and management tools (e.g., Hootsuite, Buffer).
• Communication: Strong verbal and written communication skills.
• Organizational Skills: Ability to prioritize and manage multiple tasks with attention to detail.
• Technical Skills: Proficient in Microsoft Office Suite and Google Workspace; knowledge of design tools (Canva, Photoshop) is a plus.

• Weekly Pay
• Work-From-Home Opportunities
• Easy Hiring Process
• Negotiable Salary, depends on the experience

Brokers' BackOffice is a Sydney based outsourcing firm specialised in handling loans processing for mortgage brokers operating in Australia. We are currently seeking an experienced loan processor to join our dynamic team.

The ideal candidate should have a strong background in mortgage processing, having worked alongside brokers and possess end-to-end expertise in handling loan applications.

Key responsibilities

• Policy Analysis: Thoroughly understand and stay updated on various lenders' policies and criteria to accurately assess loan applications.
• Pricing Requests: Conduct pricing requests and comparisons to ensure clients receive competitive loan offers.
• Borrowing Power Assessment: Evaluate clients' financial situations to determine their borrowing capacity and provide detailed borrowing power assessments.
• Scenario Discussions: Engage in discussions with lender BDMs to present and discuss various loan scenarios, seeking the best outcomes for clients.
• Document Verification: Verify all relevant documents provided by clients, including identification, payslips, and bank statements.
• Income Determination: Assess clients' income based on payslips and tax returns to ensure accurate loan assessments.
• Application Lodgement: Prepare and lodge loan applications with lenders, ensuring all necessary information and documentation is included.
• Client Interaction: Communicate with mortgage brokers and clients to gather necessary financial information and clarify any discrepancies.
• Facilitating the loan process up to settlement, including communication with solicitors, lenders, clients, and other related parties
• Post-settlement tasks such as pricing and rate reviews
• Handling complex and/or urgent requests
• Admin tasks like email monitoring, chasing lenders for updates on applications and communicating with various lenders

• Proven experience in loan processing within the Australian mortgage industry.
• Proficiency in end-to-end loan processing tasks.
• Demonstrate impeccable written and verbal communication skills in liaising with brokers, lenders, and internal stakeholders.
• Ability to work independently with minimal supervision.
• Goal-oriented mindset with a drive for career advancement.
• Leverage your background in processing loan applications through various systems and CRMs (Mercury, FLEX, Quickli, ApplyOnline, Broker Engine, etc.).

Qualifications:

• Minimum of 3 years of proven experience in Australian Mortgage Loan Processing.
• Exceptional English communication skills (verbal and written).
• Strong analytical, organisational, and interpersonal skills.
• Unwavering commitment to professional excellence.
• Uphold a standard of excellence in every aspect of your work.

• Career Advancement: Elevate your career with a clear path for progression and continuous upskilling. Our commitment to ongoing training and development ensures you stay at the forefront of the financial industry.
• Work-Life Integration: Benefit from a flexible working schedule aligned with Australian Business Hours, permanent weekends off, and generous paid Australian holidays to strike a harmonious work-life balance.

How to Apply:

Interested candidates are invited to send their resume and a cover letter detailing their relevant experience and why they are a good fit for this role to talent@vistaworkforce.com you may also share your resume via WhatsApp with : Aarti Shah- +91 93729 42969 / +61278135457

Please note: Our offices are located in both Manila and Cube. We are seeking candidates who are based in or willing to commute to either location. Please indicate your preferred office location when applying.

Join us and be part of our journey towards excellence!

Responsibilities

The Data Manager is responsible for leading a team of data analysts, managing the end-to-end process of data extraction/collection to final output (e.g. Excel, Tableau etc). They will maintain procedures and controls around the data workstream to ensure maximum efficiency. They will utilize technology e.g. web forms, unstructured data extraction tools and other tools, liaise with clients to develop their product, and actively seek to become an SME in this area.

Tasks

• Manage and lead a team of data analysts
• Establish and enhance the data product offerings for clients in the areas of ESG, public equities, direct portfolio companies etc
• Create and maintain procedures and controls around the data workstream and end-to-end process to ensure maximum efficiency
• Further establish and lead the data team function within AOS, with the collaboration of the DevOps and Client Services where needed
• Manage and further enhance the end-to-end process of data collection/extraction to final delivery/output
• Seek to improve efficiency and processes where needed, utilising technology solutions to reduce manual process / human error
• Perform the development, maintenance, and internal testing of client dashboard (complex and non-complex)
• Support the product development team by implementing new features to the standardisation dashboard, as and when needed
• Transfer pilot data onto portfolio monitoring platform for prospective client demonstrations, identifying the visuals based on the type of data set
• Define, execute, and interpret SQL queries from IQEQ on premise database or data warehouse (e.g. Snowflake)
• Support Client Services and other stakeholders
• Collaborate with stakeholders to understand and troubleshoot dashboard issues and develop appropriate solutions
• Identify new dashboard features, seek improvement and efficiencies in existing client workbook and process
• Lead/support/attend client meetings to understand detailed project requirements, understand business problems and provide recommendations
• Communicate project status updates and provide recommendations
• Follow Definition of Done and process around Azure DevOps
• Conduct demo and/or Cosmos admin training
• Provide buddy system with other developers

Department:

Responsibilities (how we will measure success)

• You need to have the ability to understand XML schema to be able to prepare and review FATCA & CRS reports before submission;
• You need to assist in performing checks on regulatory changes concerning FATCA & CRS and impacts to due diligence and reporting;
• You need to be able to assist the AML/KYC team, as and when needed;

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

• You will take part of the annual FATCA & CRS reporting by the relevant deadline to the tax authority;
• Check the quality of FATCA & CRS self-certification & due diligence (Such as W-8 and/or W-9 forms), as and when required;
• Preparation of W-8IMY and withholding statement;
• Preparation of the Record of Steps;
• Preparation of DAC7 notification letters to reportable investors;
• You will be required to respond to queries from our stakeholders (clients, colleagues, Tax authority), under supervision where required, especially in writing, in a timely and courteous manner;
• Promote ideas for process improvement and assist in their implementation;
• To ensure that time sheet is accurately updated;
• To promote a positive attitude and team approach by maintaining effective working relationships with colleagues;
• To ensure protections of information assets of IQ EQ.

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

• Action oriented
• Collaborates
• Drives result

Key behaviours we expect to see

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

• Have excellent communications skills, verbal and written;
• Attention to detail and good organisational skills;
• Have the ability to work under pressure and develop the right attitude;

Responsibilities (how we will measure success) 

-Responsible for preparing work to agreed internal deadlines to the expected standard 

‐ Knowledge of all banking systems including a good understanding of different client payment processes 

‐ Knowledge of deadlines and deliverables and early escalation of issues to GPT Team Manager 

‐ Minimize risk to IQ EQ by following procedures and checklists 

- Act as Trainor to our new team members 

- Act as Team POC in the absent of the Team Manager 

- Be proactive in identifying development and training requirements 

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

- Ensure all client queries are appropriately responded to, and all emails received into the team’s mailbox is actioned 

‐ Ensure all Investran / DX Static Data request are processed accurately and delivered to required timescale. 

‐ Establish and maintain effective lines of communication with CS Teams re: progress of tasks and share information with GPT colleagues 

‐ Identify areas for improvement re: GPT processes and offer solutions 

‐ Providing support and training to the rest of the team, and other teams as required

JOB SUMMARY:

• To provide a high-quality service to the Client Services Teams, helping to ensure all deliverables are met

• To assist in the client database administration, payment processing and RS package processes with your team, and conduct all work in accordance with the firm’s policies and procedures.

• Obtain sound knowledge of the administration process, and develop the key skills required to become a reliable member of the team

Key Responsibilities:

• Responsible for preparing work to agreed internal deadlines to the expected standard

• Knowledge of Accounting static data platform including a good understanding of use of data, and best practices for maintaining data quality.

• Knowledge of deadlines and deliverables and early escalation of issues to the GPT Supervisor

• Minimise risk to IQEQ by following procedures and checklists

• Be proactive in identifying development and training requirements

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

Client Delivery

• Ensure all client queries and requests are appropriately responded to and all emails received into the team’s mailbox are actioned accurately.

• Ensure all data changes and time reporting system changes are processed accurately and delivered to required timescales

• Provide support when required for processing payments, ensuring accuracy, and are delivered to required timescale

• Establish and maintain effective lines of communication with CS Teams regarding the progress of tasks and share information with GPT colleagues

• Identify areas for improvement regarding GPT process and offer solutions • Providing support and knowledge sharing with the rest of the team

IQEQ Processes

• Accurate daily completion of the time reporting system for all tasks undertaken 2

Systems

• Understand and use best practice on Investran

• Understand and use best practice on the time reporting system

• Understand the process in setting up, gaining authorisation for, and releasing payments via the various banking systems.

Risk

• Ensure relevant procedures and checklists are adhered to and completed to minimise risk of errors

• Reports any breaches, complaints or errors to the relevant Client Services Team Accountant and Compliance officer promptly

• Assist in the preparation of error reports, identifying areas of operational risk and proposing appropriate remedial actions within 24 hours of identifying the error

Other

• Undertake any additional reasonable requests as deemed by the firm

As a Legal Onboarding & Business Junior Officer you will:

• Assist the team with the coordination and preparation of fee proposals for Alternative Investment Funds investing in alternative asset classes e.g. real estate, private equity, debt, and infrastructure, as well as Corporate structures with the guidance of your line manager.
• Coordinate between various internal and external stakeholders, with the guidance of your line manager, to ensure a smooth onboarding process for clients until handover to the operational teams, including the following team duties:
  • AML/ KYC analysis, and driving our internal compliance approval process;
  • Bank account opening coordination;
  • Preparation, and coordinating the review, of service agreements;
  • Attend weekly calls with clients, as well as other key stakeholders;
  • Coordinating the review of legal documents for the structure setup;
  • Actively manage the communication between the client and all stakeholders; and
  • Track and perform all Luxembourg regulatory filings during the onboarding phase.

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.

Work Arrangement: Fully remote, overlapping US time zone working hours.

Job Type: Full-time

Salary Range: Up to $1,700 per month, dependent on skills and experience

Work Schedule: 40 hours per week, with core hours between 9 AM – 2 PM PST

Locations: Remote, open to candidates from the Philippines

About Pearl Talent

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Why Work with Us?

We mean what we say that we’re building a different recruiting company here. We only work with exceptional founders from the US and EU who care about the long-term success of their team members. We also provide you with attainable 3, 6, 9, 12 month, and beyond retention bonuses in addition to community oriented opportunities like an annual retreat.

About the Company:

A multi-day event for software leaders, entrepreneurs, and decision makers focused on helping scale-up companies grow. The event fosters a collaborative atmosphere where learning and problem-solving take precedence over personal accolades. The result? Guests leave with growth strategies and the connections needed to execute them.

About the Role:

As a B2B Digital Marketer, you’ll be a key player in developing and executing marketing strategies that enhance the company's brand and drive ticket sales. Your goal will be to generate high-quality leads through creative, data-driven campaigns. This is a fantastic opportunity for someone passionate about marketing and the software industry, with flexibility and the freedom to innovate.

Key Responsibilities:

1. Develop and Execute Marketing Strategies (40%)

• Develop and implement data-driven marketing strategies to generate high-quality leads and increase ticket sales, while ensuring alignment with the brand.
• Regularly analyze the performance of marketing campaigns, making necessary adjustments to optimize results and meet key performance metrics.
• Identify trends, opportunities, and target audience insights through comprehensive market research to inform and improve marketing efforts.

2. Content Creation and Management (30%)

• Develop high-quality content for social media platforms, email newsletters, and blog posts to attract and engage potential leads.
• Ensure all content supports the broader marketing strategy and contributes to key metrics, such as lead generation and attendee conversion.
• Work with team members to execute integrated marketing campaigns, ensuring consistent messaging across all channels.

3. Data Analysis and Continuous Improvement (30%)

• Regularly monitor campaign performance using various analytics tools, assessing the impact of marketing activities on the North Star Metric and its drivers.
• Use data insights to continually refine and improve marketing tactics, focusing on achieving better engagement and lead quality.
• Collaborate with leadership to identify new marketing opportunities and adapt strategies to support the company’s growth objectives.

• Must-Have:

• Proven experience as a Digital Marketer with successful campaign management.
• Proficiency with WordPress, HubSpot, and Slack.
• Expertise in Google Ads and Facebook Ads management.
• Strong copywriting skills and SEO knowledge.
• Proficiency in design tools like Canva or Adobe Creative Suite.
• Nice-to-Have:
• Experience working with remote teams.
• Additional language proficiency.

• Competitive Salary: Up to $1,700 per month, based on experience and skills
• Remote Work: Fully remote—work from anywhere
• Generous PTO: Ample paid time off to rest and recharge
• Health Coverage: HMO coverage after 3 months for full-time employees
• Direct Mentorship: Grow through guidance from industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Work and connect with professionals around the world
• Work-Life Balance: Flexible hours that support a healthy work-life balance

Our Recruitment Process:

1. Application

You will submit your initial requirements (personal information, resume, etc.) through our job portal, where we'll collect key information about your work experience, skills, and qualifications.

2. Pre-Screening

If you're shortlisted, you'll complete a pre-screening by recording your responses to a few questions via audio or video. We'll use this to get a sense of your motivation, energy, and overall fit for the role.

3. Top-Grading Interview

Next, you will participate in a Top-Grading Interview with one of our recruiters. We’ll dive into your past experiences, strengths, challenges, and work history to understand how you might perform in future roles. Additionally, we will ask you to submit a short video recording, following our provided guidelines, which will be shared with the client as part of your endorsement.

4. Skills Assessment

After the interview, you will complete a skills assessment, which could involve practical tasks, technical tests, or situational exercises to show how you would handle scenarios related to the job.

5. Client Interview

If you pass the skills assessment, you’ll have a final interview with the hiring client. This is where you’ll discuss the role’s responsibilities, expectations, and how you would fit into their team.

6. Job Offer

If selected, you will receive a formal job offer that includes all the details, such as salary, benefits, and your start dat

7. Onboarding

Once you accept the offer, you’ll begin our onboarding process, which includes training and orientation to get you fully prepared for your new role.

Ready to Join Us?

If this role aligns with your skills and career goals, we’d love to hear from you. Apply now to take the next step in your journey with Pearl.