Operations Specialist | Onsite | Pasay | Day Shift

Driving Financial Operations with Precision, Purpose, and Performance

Successful financial services organizations are built on operational excellence, regulatory discipline, and exceptional client support. The Operations Specialist plays a critical role in maintaining the accuracy, efficiency, and compliance of daily business operations that support client accounts, reporting, and executive administration. Working with a respected financial advisory firm serving clients for more than three decades, this opportunity offers long-term career stability, professional growth, and exposure to global financial services standards through Emapta's top 1% workplace experience.

Snapshot

• Employment Type: Full-time
• Work Setup: Onsite, Pasay
• Shift: Day Shift, Consecutive Off

Benefits

• Competitive salary package
• Day shift schedule
• HMO coverage with free dependent upon regularization
• Prime office location in Pasay (Easy access to MRT stations, restaurants, and banks)
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit: https://emapta.com/training-calendar/)
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more!)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

Qualifications

Required

• High school diploma or equivalent; associate or bachelor's degree preferred
• 2+ years of experience in an administrative, operations, or financial services support role
• Proficiency in Microsoft Office Suite (Word, Excel, and Outlook)
• Experience with or ability to quickly learn industry platforms such as RBC, Nexus, Airtable, and Fi360
• Strong organizational skills with the ability to manage multiple recurring deadlines
• Excellent written and verbal communication skills
• High attention to detail and accuracy

Preferred

• Experience in a wealth management, financial advisory, or compliance environment
• Familiarity with RMD processing and AP workflows
• Experience supporting senior leadership in an administrative capacity

Core Competencies

• Time management and deadline adherence
• Client service orientation
• Cross-functional collaboration
• Process discipline and attention to detail
• Discretion in handling confidential client and financial information
• Adaptability and initiative

Responsibilities

Daily Operations

• Review and update the active projects list each business day
• Organize and maintain filing systems for documents, records, and correspondence
• Prepare and send birthday cards to clients according to schedule
• Prepare Accounts Payable (AP) and RBC forms, including requests for client distributions, new account openings, and personal information changes, while managing applicable turnaround times
• Execute daily RBC platform tasks, including processing UMG wires
• Close accounts and process fee rebates, including retrieving client folders and updating the dead file log
• Process client returned mail and take appropriate follow-up actions
• Process RBC residual balances
• Process RBC account closures
• Answer incoming phone calls and relay messages to the appropriate team members
• Review voicemail messages daily and relay information as needed

Weekly Operations

• Order and manage office supplies
• Complete office-related errands as required

Monthly Operations

• Generate Net New Assets Reports by the 15th of each month
• Generate Fi360 Performance Reports by the 15th of each month
• Prepare Required Minimum Distribution (RMD) forms and coordinate client signatures
• Notify the Client Service Specialist of upcoming client birthdays and related card requirements

Quarterly Operations

• Download High Cash Reports from vendor websites during the first week of January, April, July, and October
• Coordinate and distribute 401(k) and Wealth Management client email campaigns during the third week of January, April, July, and October
• Verify portfolio and investment objective data between Nexus and Airtable records

Annual Operations

• Download Required Minimum Distribution (RMD) reports from all vendor websites at the end of January

Compliance Support

• Assist with annual and quarterly compliance testing activities
• Attend weekly compliance meetings

Executive Administrative Support

• Provide administrative support to the Vice President of Operations, Compliance, and Finance
• Assist with scheduling, correspondence, and special projects as assigned

About the Client

Our client is a highly regarded financial services organization known for delivering exceptional results through expert investment guidance and comprehensive wealth management solutions. With decades of combined industry experience, the firm has built a strong reputation for driving client success, maintaining long-term relationships, and consistently achieving high standards in financial planning and portfolio performance. Leveraging strategic global partnerships and a diverse suite of financial products, our client empowers individuals and families to reach critical milestones with confidence, backed by proven expertise and a commitment to excellence.

Join the Top 1% Talent. A better career. A better life.

Welcome to Emapta Philippines: home to professionals who choose growth, balance, and impact. Recognized as one of HR Asia's Best Companies to Work For in Asia 2025 and a finalist in the 2026 Inspiring Workplaces Awards Asia, Emapta offers more than opportunities -- it provides a career environment where people thrive. Collaborate with global teams, build meaningful expertise, and grow in a culture that prioritizes both performance and well-being.

Apply now and experience the difference!