Aux is a B2B virtual recruitment platform that pairs support staff with business leaders around the world. We take the best talent from the Philippines and, through our rigorous screening process, match them with our network of CEOs, promising startups, and established brands such as 818 Tequila, Operam, Parrot HQ, K5 Global, etc.


We seek a detail-oriented Investment Reconciliation Analyst to support our client’s accounting and financial operations. In this role, you will be responsible for ensuring the accuracy of financial data related to investment accounts and positions. Your role will involve performing detailed reconciliations, reviewing financial statements, and contributing to the overall efficiency of our financial processes.

The ideal candidate is highly organized, has a strong understanding of reconciliation processes, and can precisely manage routine accounting tasks.

 

Estimated Salary: The salary for this position has not been finalized yet. Please indicate your expected salary based on your experience in the application form, and we will consider it in our discussions.

 

Key Responsibilities

<ul>
	<li>Perform daily, weekly, and monthly reconciliations of financial positions and investment accounts.</li>
	<li>Review and process financial statements, ensuring accuracy and compliance with company policies.</li>
	<li>Track and resolve discrepancies in investment data, maintaining accurate records.</li>
	<li>Assist in the preparation of financial reports and analysis for internal and external stakeholders.</li>
	<li>Support the accounting team in routine tasks, including data entry, report generation, and administrative duties.</li>
	<li>Collaborate with other departments to streamline financial operations and enhance data integrity.</li>
	<li>Ensure compliance with regulatory standards and company policies in all financial activities.</li>
</ul>

Investment Reconciliation Analyst | Work From Home

PRU LIFE UK is part of Prudential PLC one of the world's oldest, largest and strongest financial and insurance company. Recognized by the Department of Finance - Insurance Commission, PRU LIFE UK is the pioneer of the unit-linked insurance in the Philippines (2002). 

Golden Empire Summit Life Insurance Agency under Alexandrite 2 district is the top and leading group in PRU LIFE UK nationwide and is the home of achievers. We welcome experienced and young professionals coming from various industries. We provide the best trainings and seminars to equip our financial consultants the best knowledge to guide them through a successful career.

Join us today and discover your potential in this career.

Golden Empire Summit Life Insurance Agency (GESLIA Pru Life UK)

Responsibilities

<ul>
	<li>Recommend solutions to clients in order to achieve their financial objectives (medium to long term investments, protection, education funding, retirement funding, estate planning, etc)</li>
	<li>Guide existing clients in making wise financial decisions across different life stages</li>
	<li>Develop business by acquiring and building individual and corporate clienteles</li>
	<li>Manage, develop, and train a group of financial consultants. 
	 </li>
</ul>

Benefits and rewards

<ul>
	<li>Work-from-home setup</li>
	<li>Time
	<ul>
		<li>Time flexibility and work-life balance</li>
		<li>Work anytime, anywhere</li>
	</ul>
	</li>
	<li>Income stability by having multiple sources of income
	<ul>
		<li>Enjoy weekly income, quarterly bonus and cash incentives</li>
		<li>HMO and Group Life Insurance benefits</li>
		<li>Employer-matched savings and retirement plan</li>
	</ul>
	</li>
	<li>Purpose
	<ul>
		<li>Career with a mission - we help increase financial literacy and prevent financial tragedies</li>
		<li>Make a positive impact</li>
	</ul>
	</li>
	<li>Travel
	<ul>
		<li>Local and international travel incentive</li>
		<li>All expense-paid luxury travels (Hawaii, Slovenia, Hungary, New Zealand, China and many more)</li>
	</ul>
	</li>
	<li>Career and Personal Development
	<ul>
		<li>Fast-paced promotion and career development (become a manager as early as 6 months)</li>
		<li>Strong support and mentoring system</li>
		<li>Cultivate your entrepreneural aspirations</li>
	</ul>
	</li>
</ul>

Financial and Investment Advisor | Work From Home

Security Bank is one of the Philippines’ best-capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE: SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. 

 We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance. 

 Most recently, we ranked #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list. 

 At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.”
Start your BetterBankingcareer with us today. 

 For the complete list of Security Bank's awards, you may visit: https://www.securitybank.com/about-us/awards/

Security Bank

The Relationship Manager of the Corporate Banking Group develops client portfolio of accounts to deliver budgeted goals and targets through cross-selling of bank products and new account on-boarding. S/He achieves revenue goals by approved through account planning, account profitability and risk management metrics.

<ul>
	<li>Prepares credit proposals alongside the Enterprise Risk Manager/Analyst and presents them to the Bank’s Credit Committee by orchestrating proper credit due diligence on account; Presents a balanced view of risk to approving authority to address clients’ credit facility requirements.</li>
	<li>Identifies, on-boards and develops new client relationships per defined target market by cross-selling appropriate bank products to grow the portfolio and achieve set budgets/goals in terms of Loans, Deposit, Foreign Exchange, Trade, Debt Capital Market, etc.; Uses an Account Plan to establish a profitable and multi-product relationship with clients.</li>
	<li>Manages and grows existing loan portfolio by maximizing wallet share and potential revenues of existing clients, facilitating client transactions, identifying and managing problem accounts including the preparation of watch list reports with action plans, proper classification of accounts for the right provisioning level, and timely referral to the Remedial Management Department when all possible collection efforts have been exhausted</li>
	<li>Ensures compliance with the Bank’s credit policies as well as all other governing policies for transactions that are processed and recommended; Keeps updated on credit policy revisions and enhancements by collaborating with Credit in updating and formulating new credit policies.</li>
	<li>Develops industry and product expertise by understanding clients’ banking needs and cross-selling Sbc’s banking solutions; Benchmarks and networks with other banks’ Account Officers to develop industry/sector knowledge and to be updated with banking practices.</li>
	<li>Oversees Junior Relationship Managers by coaching and mentoring on account strategy and transaction handling in order to achieve the Team’s goals</li>
</ul>

Relationship Manager

As a Channel Manager, you will be responsible for monitoring and supporting the daily operations of the assigned channels to ensure they operate within acceptable service level performance metrics to deliver optimal customer experience. You will be focused on managing and optimizing the digital channels within its division. In addition, you will be overseeing the digital platforms and services provided to customers and supporting the development of new features and services aligned with the bank's overall strategies.

<ul>
	<li>Monitor and record channel performance metrics in terms of availability, Otc/Channels ratio, transaction count and volume, response times, capacity, timeliness, and resolved errors</li>
	<li>Analyze channel reports and escalate to corresponding units for reconciliation and investigation for unusual behavior, and use analytics and KPIs to monitor the performance of the channels</li>
	<li>Update channel documentation of policies, procedures, SLAs and manuals</li>
	<li>Coordinate with vendors as part of checking or first line maintenance</li>
	<li>Validate business requirements document based on agreed specifications with business or product owners</li>
	<li>Provide assistance in collating necessary documents and requirements needed for the project and coordinate with other units of the bank to secure the necessary documents and requirements</li>
	<li>Handle the prioritization of features, enhancements and fixes for deployment</li>
	<li>Monitor project status and keep track of actionable items by identified units are within agreed timeline</li>
	<li>Oversee and facilitate coordination of user acceptance testing with respective business and product owners as well as creation of test scenarios and ensure that business requirements are part of test cases</li>
	<li>Collaborate with the security and compliance teams to ensure that online banking platforms meet the regulatory requirements and maintain high-level security standards</li>
	<li>Oversee the development and enhancement of online banking products and services</li>
	<li>Collaborate with product managers and developers to introduce new features, improve existing functionalities and ensure compliance with industry standards.</li>
	<li>Perform market research and competitor analysis to stay informed about industry trends, innovations and competitor offerings in the online banking space</li>
	<li>Collaborate with customer support teams to address issues related to online banking services.</li>
	<li>Work on optimizing the user interface, navigation, and functionality to enhancement customer satisfaction.</li>
</ul>

Channel Manager

Supervises a Team of Enterprise Risk Managers to ensure team performance is at par with expectations and overall strategy of Corporate Banking and the Bank. Evaluates an assigned company according to the inherent risks and opportunities that the Bank may be able to undertake. Recommends the appropriate facilities and level of business that the Bank may be able to undertake with said company.

Enterprise Risk Evaluation Team Head

As a Documentation Lawyer, you will be rendering assistance to the Bank and its subsidiaries on documentation matters to ensure that all transactions are legally sufficient, acceptable, and protective of the institution.

<ul>
	<li>Assists in the documentation needs of the Bank and its subsidiaries by rendering written and verbal legal opinions based on factual and at times, even theoretical situations to support decision-making of the officers and approvers</li>
	<li>Drafts pro forma as well as customized instruments for the Bank, its subsidiaries and their respective clientele by customizing legal documents to suit the needs of the user and thereby ensuring its legal sufficiency and appropriateness to the transaction</li>
	<li>Conducts legal review of contracts, resolutions, and other legal documents to which the Bank or its subsidiaries is a party or may have an interest using the Bank's own contracts as well current laws as a measure of sufficiency to ensure that the rights of the Bank or its subsidiaries under the contract is duly protected</li>
</ul>

Documentation Lawyer

As a Service Officer, you will assist the Relationship Manager (RM) in overall account management of its day-to-day transactions such as loan availment, interest payments, and loan documentation, through coordination with Operating Units of the Bank (Credit, Trust, Treasury, International Banking Services Division, Operations &amp; Branch Banking) to achieve efficient and timely implementation of loan facilities. You will help in assessing account handling and early detection of problematic accounts.

<ul>
	<li>Provides timely and relevant information and issues to clients through effective communication to immediately address concerns that may affect the availability of their loan facilities</li>
	<li>Helps in assessing and evaluating accounts through monitoring payments and handling of clients to detect and identify possible problematic accounts</li>
	<li>Prepares and manages accounts with a credit line of P20.00MM and below through preparing short credit proposals and availment sheets to meet customer needs while developing and maintaining productive relationships</li>
	<li>Prepares availment and instruction sheets based on the Bank's format to ensure all accounts are in the current status</li>
	<li>Monitors documentary deficiencies of all accounts using the CDC monitoring tool in E-Source to ensure all lines are updated and are always available to clients</li>
	<li>Updates the RMs regarding the status of accounts through effective communication to ensure overall proper account management</li>
	<li>Organizes all loan documents through the proper filing of credit folders to ensure completeness of loan documentation</li>
</ul>

Service Officer

The Transnational Diversified Group of Companies (TDG) is a globally competitive and progressive business group of highly successful companies engaged in leading industries. Since its establishment in 1976, TDG now has more than 30 member companies that are major players in diverse industries such as:

TOTAL LOGISTICS(Shipping, Transportation, Cargo Forwarding, Warehousing, Vehicle Logistics, Customs Brokerage, 3rd and 4th Party Logistics, Trucking, Distribution, Liner and Tramp Agency Service)

TOTAL SHIP MANAGEMENT(Ship Crewing, Seafarer Training, Maritime Education, Tanker Operations, Medical Services and Financial Services)

AIR &amp; TRAVEL SERVICES(Tours, Travel Agency Services, Airline GSA, Ground-Handling, Cargo Handling, Airport Support &amp; Aviation Services)

INFORMATION &amp; COMMUNICATIONS TECHNOLOGY SERVICES(Contact Centers, Business Process Outsourcing Services, Software Development and E-Business Solutions), as well as Securities Trading, Real Estate Development, Renewable Energy, and other supplemental businesses. 
With its world-class excellence and win-win outlook, TDG has become a respected strategic partner of large global corporations with stringent requirements for total quality and cost-effective services in both traditional and new economy businesses. TDG’s distinguished partners and principals include NYK Line (Japan), Asiana Airlines (Korea), American Express (USA), Vroon B.V. (Netherlands), Yusen Logistics (Japan), Crystal Cruises (USA), Malaysia Airlines (Malaysia), Disney Cruise Line (USA), ePerformax Contact Centers (USA), Nippon Container Terminal (Japan) and Uyeno Transtech Ltd. (Japan).

A Partner and Employer of Choice, TDG has grown from one strategic partner and 16 employees in 1976 to more than 30 business partners and over 14,000 employees to date.

Transnational Diversified Group

The Corporate Planning Manager is primarily responsible for providing strategic inputs in the areas of strategic planning, market and industry research, feasibility studies, investment analysis, budgeting, and project management.

In addition, the Corporate Planning Manager facilitates the company's strategic planning process to ensure the preparation of sound strategic plans, budgets and performance metrics, and evaluates the performance of the companies based on the set targets.

<ul>
	<li>Facilitates the Business Planning process in the assigned MCs/business units/teams.
	<ul>
		<li>Ensures alignment from ideation through implementation</li>
		<li>Assists management teams identify and synthesize business insights and strategic options</li>
	</ul>
	</li>
	<li>Coordinates, liaises, and confers with different stakeholders (employees, customers, vendors, local agencies, etc.) in accomplishing assigned work, processes, or projects.</li>
	<li>Cascades important information discussed during the Management Committee meetings to all department members/assigned teams</li>
	<li>Accomplishes business objectives by planning, developing, implementing, and assessing operational activities in the following key functional areas:
	<ul>
		<li>Creates/prepares strategic planning frameworks, guidelines and budget assumptions
		<ul>
			<li>Collaborates with internal and external partners in accomplishing requirements and activities</li>
			<li>Manages relationships with key stakeholders - senior management, customers, internal and external stakeholders</li>
		</ul>
		</li>
	</ul>
	</li>
	<li>Leads, executes and manages corporate planning projects or initiatives in order to achieve set objectives, budgets and strategic plans.
	<ul>
		<li>Conducts market research, industry studies, investment analyses and feasibility studies</li>
		<li>Prepares financial models, projections and financial analyses</li>
		<li>Spearheads the preparation of reports and presentations for management and board meetings</li>
		<li>Conducts special projects that may be assigned</li>
	</ul>
	</li>
</ul>

Corporate Planning Manager

As a Sales Officer, you are responsible for generating the target revenue by offering or delivering the financial services or products to the MSME customers either thru sourcing of own leads and/or working with brokers accredited by Business Banking and Home Loans and agents accredited by SBF. The role requires organizing visibility of all touchpoints, closely engaging the brokers to maximize their referrals, and tracking their production in line with the Bank’s reward system for Brokers in general. The responsibility also includes giving BetterBanking quality of service to the Brokers’ clients for opportunities to expand relationships sans the Broker involvement.

How you'll contribute 

<ul>
	<li>Sells the Bank’s MSME products thru the different broker groups within the Bank to meet monthly sales targets. Ensures proper execution, pre-screening/KYC, and closing of transactions for the brokers’ clients. </li>
	<li>Implements marketing programs, showcases, sales blitzes, and other campaigns. Leads the cadence for the Broker Awarding events and ensures the Business Banking Support Team tracks the production of the Brokers for the rewards.</li>
	<li>Gives regular updates to partners as to their performance, new product offers, promotions, policies, processes, and turnaround time.</li>
	<li>Conducts product training, orientation, or refreshers to the brokers. These include the conduct of MSME education or financial literacy seminars. </li>
	<li>Conducts sales calls on own leads or broker leads</li>
	<li>Performs the regulatory AMLA/Beneficial Ownership due diligence on corporate accounts referred by Brokers who are not yet SBC depositors. Applicable to loan amounts P5M and above.</li>
	<li>Looks out for own training needs to further enhance product knowledge and skills and aptitude in customer service and handling of difficult situations and rejections</li>
</ul>

Sales Officer

As an Enrollment Specialist, you will be responsible for receiving documents from the branch, CRG, and BG, and reviewing Digibanker documents. You will also be responsible for requesting confirmation from the client’s authorized signatories on the enrolment of simple products or services to be availed.

How you'll contribute

<ul>
	<li>Receives Digibanker documents forwarded by clients through CMS Online Portal, endorsement of CDC, branches, or other units and department via GSD and foot messenger</li>
	<li>Verifies completeness, review, and do signature verification on the documents forwarded by Client, Branch, Banking Center, Corbank, or CDC before client or account enrollment and maintenance in SBC Digibanker Backoffice system or Cash Port</li>
	<li>Performs creation of record or maintenance in Digibanker Back office or Cash Portal if documents submitted are complete</li>
	<li>Prepares weekly consolidated report for the list of clients with pending regularization or pending submission of hard copy of signed enrollment form</li>
	<li>Enroll or deactivate Subscriber Invoice Number (SIN) for UEP clients</li>
</ul>

Client Enrollment Specialist

As a Product Development Manager, you are responsible in developing, conceptualizing, enhancing, and documenting all modules of all products/services/facilities/solutions under the purview of Cash Management Division. 

<ul>
	<li>Initiates development or enhancement of products, services, facilities, solutions following the product development process, Agile approach, and Software Development Life Cycle process to deliver business solutions that will help the Bank’s wholesale segment achieve its business targets and goals</li>
	<li>Plans, organizes, and manages resources (people, time, budget, system) using project management process to ensure projects, programs, or initiatives are executed and brought to expected milestones or completion, and according to budget</li>
	<li>Conducts business analysis to review end-to-end processes, methods, and business requirements during planning stage of the project through data gathering and close coordination with stakeholders to ensure complete scoping of project, documentation of user/technical specifications, processes, security, and control requirements</li>
	<li>Documents developed/delivered products, services, and facilities by understanding the regulatory, quality control, security, and risk frameworks of the Bank in order to implement and execute appropriate internal and external control measures in compliance to regulations, quality control, and overall risk management</li>
	<li>Participates in the preparation and conduct of training to end-users such as customers and bank personnel to ensure familiarization of the newly developed/enhanced system or solution</li>
	<li>Researches the market on periodic basis by gathering, analyzing, identifying, interpreting information about the market, industry, product or service to stay abreast of industry news, market trends and address gaps and opportunities to improve on product/service offering</li>
	<li>Leads and assists in the conduct of User Acceptance Testing by checking completeness, correctness, and usability, i.e., user interface and overall user experience o ensure that projects/solutions are delivered according to scope of business requirements and timeframe</li>
	<li>Monitors product and system issues within six (6) months from delivery or roll-out by keeping track of issue list and a feedback mechanism to ensure that customer complaints are resolved in a timely manner and opportunities to make improvements and permanent solutions are identified</li>
	<li>Liaises with partners/regulatory government agencies in getting market intelligence by coordinating with counterparts to ensure compliance of all products developed/delivered to applicable regulatory requirements </li>
</ul>

Product Development Manager

As a Sales Officer for SBM Leasing, Inc., you will be responsible for all sales and marketing activities from lead generation/handover from the distributor to close within the target market. You will develop and implement with the Sales Team Head/Sales Head marketing plan and shall work with the Sales Team to deliver customer satisfaction and revenues that will achieve the business plan. You shall ensure that the desired profitability is achieved vis-à-vis the risk profile of the account.

 

How you'll contribute

<ul>
	<li>Strengthens the Maxima referred business thru effective sales and marketing activities with Maxima Sales Team</li>
	<li>Identifies/markets accounts within the target market</li>
	<li>Prepares Credit Proposal that reflect the requirement of the Company and justification for the credit structure</li>
	<li>Proper account management through maximizing the earning potentials and business growth from existing accounts thru effective relationship management with account planning, account profitability, and risk management tools, ensuring required documents are completed and deficiencies are resolved immediately, and conducting regular visits to clients to ensure that business information is updated, among others 
	 </li>
</ul>

Sales Officer for SBM Leasing

Who we are
AboitizPower is a major Philippine energy provider focused on building a balanced fleet of generation capacities. We also manage the second and third largest electric power distribution networks across the country, providing Filipinos energy they need to prosper.

What we do
We provide reliable and affordable electricity through responsible operations and investments while supporting the country's energy transition goals.

Our impact
We are proud to be among the Philippines' leading providers of energy and aim to continue paving the way toward a brighter, more sustainable future for everyone.

AboitizPower is an equal opportunity employer. We believe that a diverse and inclusive workforce is crucial to our purpose of driving change for a better world. We consider and encourage all applicants without discriminating against age, sexual orientation and/or gender identity, disability, political opinion, religion, nationality, marital or parental status (including pregnancy), ethnicity or other status protected by law. Our equal opportunity and non-discrimination policy applies in all aspects of employment, including recruitment, hiring, regularization, promotions, transfers, discipline, termination, benefits and training.

We urge everyone to be vigilant against scams that involve fraudulent offers of employment with Aboitiz Power Corporation. AboitizPower will never ask or solicit any form of payment at any point during the job application process.  AboitizPower only uses its official pages and links to communicate open roles and its recruitment. To ensure your security, please correspond and refer to the official channels only. Our official channels are: 
1. Aboitiz Power Corporation Website: https://www.aboitizpower.com
2. Careers Website: https://careers.aboitizpower.com
3. LinkedIn: https://www.linkedin.com/company/aboitizpower




AboitizPower

The Lead Solutions Architect is responsible for the leadership of the team of architects in the development of IT architecture that delivers the capabilities to address current and future needs of the business. 

<ul>
	<li>Leads other architects on engagements across multiple business domains and stakeholders in the architecturing and implementation of solutions architecture, end-to-end integration architecture of systems, and enterprise data to ensure that overall business requirements are met and aligned to AP Enterprise Architecture roadmap</li>
	<li>Ensures alignment of initiative solutions designs with the architecture strategies by applying the design principles and standards as defined in the</li>
	<li>AP Enterprise Architecture.</li>
	<li>Collaborates with business and technical resources to understand and develop solutions that meet business requirements, translating strategy and objectives when necessary.</li>
	<li>Effectively communicates solution architecture designs in multiple forums and to various stakeholders including business and technology executives.</li>
	<li>Leads the definition and documentation of application, data, and integration domains through blueprint of the current state, target state, and roadmaps to guide technology investment.</li>
</ul>

Lead Solutions Architect

Orion Cepheid, Inc. or more popularly known as DATABLITZ opened its first store at SM-Centerpoint in 1995 at a time when the CD-ROM software industry was just in its infancy, with the firm mission of providing our customers with the best quality original software and books at the most reasonable prices, backed up by solid and responsive customer service. From that first store, Orion Cepheid today has 33 stores scattered all over Metro Manila and 16 stores in the main provinces of Bacolod, Baguio, Bicol, Cabanatuan, Cagayan de Oro, Cavite, Cebu, Davao, Iloilo, Laguna, Pampanga and Zambales. Each Orion Cepheid store carries thousands of titles of computer books, software and games - all 100% originals, ensuring our customers ALWAYS of the highest quality and value for their money's worth, not to mention assurance as well on the authenticity and genuineness of each and every product.

Orion Cepheid Inc (Datablitz)

1. Verify and reconcile sales data from various sources such as Sales Invoices and Collection Receipts.

2. Monitor accounts receivable and follow up on outstanding invoices.

3. Collaborate with the Operations team and other financial institutions such as banks to resolve discrepancies and ensure timely payments.

4. Maintain records of all sales transactions and related documentation.

5. Assist in the month-end closing process by providing needed data and reports.

6. Perform other accounting-related tasks as maybe assigned from time to time.

Accounting Staff

Anchored by vast landholdings, financial strength, strategic alliances, and supported by world-renowned consultants, Greenfield Development Corporation is one of the Philippines’s most diversified real estate companies, rapidly expanding through aggressive developments in industrial, commercial, residential, recreational and infrastructure projects.

Greenfield Development Corporation

<ol>
	<li>Generates a timely and accurate accounting schedules, financial statements, and financial reports for Company projects.</li>
	<li>Provides support and administrative services to the sales group, including ensuring the accuracy and timely recording of sales transactions, monitoring the collection of receivables, and processing of sales documents.</li>
	<li>Responsible for checking and reviewing accounting entries and documents to ensure the timely and accurate recording of a project's transactions.</li>
	<li>Assisting the sales people through the immediate processing of sales documents such as clearances and statements of accounts.</li>
	<li>Facilitating the release of bank loan proceeds by ensuring that bank policies and procedures are met.</li>
</ol>

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