Job Description

Schedule: Monday - Friday (6:00 AM - 3:00 PM PHT)

Salary: P30,000 to P38,000 (Monthly Package)

What are we looking for?

Reporting to the Agreements Team Leader, the Agreements Administrator will be responsible for the accurate preparation and execution of Broker related documentation and manage the data in our customer relationship management, payment and accounting systems.

What will you do?

  • Accurately prepare Broker related documentation including but not limited to, new Broker Agreements, Deeds of Variation, Separation documents and Loan Writer Appointment letters.
  • Facilitate and prepare required documentation for Brokers changing their entities and transferring within the network.
  • Agreement processing
  • Manage and respond to daily emails received through shared team mailboxes
  • Work with the Risk and Compliance Team to ensure compliance of all brokers for the purpose of being able to receive their commission, by ensuring personal indemnity insurance, ABN / GST and ACNs are maintained and current
  • Maintain the data integrity of agreements related information within our customer relationship management system
  • Manage the data maintenance in our customer relationship management, payment and accounting systems
  • Work with the Onboarding Team to ensure fast and efficient broker onboarding
  • Support the Head of Onboarding Experience with agreement specifics and historic setups
  • Collaborate with the Head of Onboarding Experience to continually look for ways to improve and develop the agreements process to ensure we are following the best practice, and to drive these changes within the business.

Skills Required:

  • Positive "can do" attitude and a willingness to contribute to ensure the teams success.
  • High attention to detail
  • Strong customer service focus - dealing with both internal and external customers
  • Integrity and dependability with a strong sense of urgency and results-orientation
  • High level of written and verbal communication
  • Strong interpersonal skills, ability to communicate well at all levels of the organisation
  • Experience in document management and electronic signing systems highly regarded

Join the awesome team and enjoy these benefits & perks:

Financial Perks

  • Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
  • Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.

Work-Life Integration and Perks:

  • WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
  • Regular company-wide events, engagement activities, and a culture that values work-life balance
  • Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
  • Cafeteria with affordable food concessionaire partners.
  • Complimentary coffee and ice cream every day.
  • Sleeping Quarters and Shower rooms for comfort and convenience.

Prime Location

  • Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila

JOIN CONNECTOS NOW!

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

An exciting opportunity to work with largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers.

#ConnectOSCareers #JoinConnectOS

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.

#ConnectOSNonTech


Job Details

Role Level: Entry-Level Work Type: Contract
Country: Philippines City: Metro Manila
Company Website: http://www.connectos.co Job Function: Sales
Company Industry/
Sector:
Outsourcing and Offshoring Consulting

What We Offer


About the Company

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