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- Monitoring and Recording of all investment related transactions. Prepares schedule of Investment transactions Maintains monthly bank reconciliation of dollar accounts. Maintains monthly reconciliation of Direct Premiums Receivables: Preparation of manual Financial Statement for dollar transactions. Assists in the preparation of financial requirements required by the regulatory bodies. Performs other duties as may be assigned by immediate superior from time to time.
- Candidate must possess a Bachelor's Degree in Accountancy or any related field;
- Must be a Certified Public Accountant;
- With good verbal and written communication skills;
- Must know how to use modern office procedures, methods, and computer equipment and related spreadsheet, word processing, and presentation applications;
- Must be willing to work in Ortigas, Pasig City;
ACCOUNTANT
- The duties of a Cashier may include, but are not limited, to the following; • Monitoring cash Advances and Liquidation • Checking Fund Replenishment Report • Post Audit the provisional receipts of the Branches. • Preparing Audit Report and memo pertaining to lapses and findings. • Post Audit the provisional receipts of the Branches. • Prepares Audit Report and memo pertaining to lapses and findings • Relieving for Branch Cashier, act as Check Signatory as needed. • Relieving for Branch Cashier, analyzes statement of accounts of brokers and agents and prepares reports for receivables meeting.
- Candidates must possess a Bachelor's Degree in Business Administration or any related field. • Modern office facilities and use of computer equipment; proficiency in spreadsheet, word processing, and presentation applications • Standard and accepted usage of the English language including spelling, punctuation, and grammar • Composition writing / presentation skills • Willing to work in Ortigas, Pasig City • Willing to travel to other branches nationwide if necessary • Fresh graduates are welcome to apply!
Cashier
- Preparing a data management plan for the whole company;
- Creating and maintaining optimal data pipeline architecture;
- Assembling large, complex data sets that meet business requirements;
- Identifying, designing, and implementing internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability, etc.;
- Building the infrastructure required for optimal extraction, transformation, and loading of data from a wide variety of data sources using relevant technologies.
- Candidate must possess a Bachelor's degree in Computer Science, Information Technology, Analytics, or any related field;
- Proficient in SQL syntax and command;
- Preferably knowledgeable in R and Python;
- Work experience in the same or related position or industry is an advantage;
- Must know how to use modern office procedures, methods, computer equipment, related spreadsheet, word processing, and presentation applications;
- Willing to work in Ortigas, Pasig City.
Data Engineer
- Generate revenue and meet digital sales targets.
- Build and maintain a full pipeline of sales prospects.
- Steers clients based on market, and platform information.
- Service and grow relationships with existing clients.
- Create Marketing and Sales content for several social media channels.
- Moderate content and assist inquiries on websites and several social media channels.
- Monitor digital trends and apply new techniques.
- Create leads-generating activities online for all Company products and services.
- Maintain client communication and ensure client satisfaction.
- Graduate of Marketing, Mass Communication, Business Management, or any business-related course
- With a pleasing personality
- With excellent interpersonal and communication skills
- Creative, self-motivated, and goal-oriented
- Adept in social media
- Experience in digital creation is an advantage.
- Must be proficient in computer applications such as Microsoft Office
Digital Sales Associate
- Represents the customers’ and clients’ needs, wants, and concerns
- Ensure that the features and functionalities are relevant and desired by the customers and clients
- Collaborate with other units of the Company to gather relevant data and information relevant to the website and the e-commerce platform
- Collaborate with other units of the Company to ensure that their website and e-commerce requirements, concerns, etc. are addressed
- Conduct surveys, research, interviews, or focus group discussions to collect feedback and information needed for product enhancement or development.
- 1 to 2 years’ experience preferably in product management work in the financial services industry or technology industry
- With good verbal and written communication skills;
- Must know how to use modern office procedures, methods, and computer equipment and related spreadsheet, word processing, and presentation applications.
Product Owner (E-Commerce)
- Responsible for attending and evaluating all inquiries through phone or walk-in clients, underwrites bond applications, finalizes all information on Bond Approval Sheet (BAS), and monitors status of BAS;
- Responsible for updating company profile, financial statements, and board resolution, gives assistance to Collection for payments of bonds, updates, and monitor collateral posted by Principal;
- Signing endorsements and bond within the limit of authority.
- Candidate must possess a Bachelor's degree in Business, Marketing, Legal Management, BS Actuarial Math, Statistics, Mathematics or any related field;
- Standard and accepted usage of the English language including spelling, punctuation, and grammar;
- Work experience in the same or related position or industry is an advantage;
- Must know how to use modern office procedures, methods, computer equipment, related spreadsheet, word processing, and presentation applications;
- With good verbal and written communication skills;
- Willing to work in Ortigas, Pasig City;
Underwriting Associate (Bond)
- 1. Underwrites Head Office processed documents and policies submitted by writing agent, MASS User, and Branches.
- 2. Reviews renewal of policies.
- 3. Overwrites special commission rates of Property policies issued by HAA, CADM, Branches, MASS Users, and Writing Agents as approved by the Division Head and Marine Underwriting Head.
- 4. Authorization of policies/endorsements issued by MASS User
- 5. Performs other duties as may be assigned by immediate superior from time to time.
- 6. Can start ASAP
- 1. Candidate must possess a Bachelor's degree in Business, Marketing, Legal Management, BS Actuarial Math, Statistics, Mathematics or any related field;
- 2. Standard and accepted usage of the English language including spelling, punctuation, and grammar;
- 3. Must know how to use modern office procedures, methods, computer equipment, related spreadsheet, word processing, and presentation applications;
- 4. Work experience in the same or related position or industry is an advantage;
- 5. Willing to work in Ortigas, Pasig City;