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🥝 Wealth Management Admin - Hybrid Work Setup

Training and Marketing Professionals, Inc. (TMPI) | taguig, Philippines | Posted June 07, 2026

Job Description

Responsibilities

  • The personnel will work with each WM Operations (Ops) Manager on the clerical and administrative tasks related to:
  • Updating WM Policies and Procedures Manuals (PPMs) to ensure that each aspect of the customer journey is covered
  • Updating WM Know; edge Management System (KMS) docs to ensure that each aspect of the customer journey is covered
  • Organizing all WM Ops related files (e.g. PPMs, KMS, Root Cause Analyses) in a shared drive
  • Creating updated product decks including front-end screens and back-end processes in its day-to-day function
  • Maintaining a product health dashboard that shows uptime/downtimes and CX tickets daily
  • Creating an Ops onboarding module/checklist
  • Maintaining the WM Ops issues, SFTP, and comms tracker

Qualifications

  • Bachelor’s Degree in Business Management, Financial Management, Accounting Information System, Accounting or any related course...

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