Portfolio Data Assistant (Data-Entry) | Eastwood City
Quezon City, Metro Manila
Permanent
Full-time
12 hours ago
Discover your 100% YOU with MicroSourcing! Position: Portfolio Data Assistant Location: Global One, Eastwood City Work setup & shift: Onsite | Night Shift Why join MicroSourcing Youu0027ll have: Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities. Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements. Career Growth: Take advantage of opportunities for continuous learning and career advancement. Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture. Your Role: As a Portfolio Data Assistant will be a member of the Investments team. This role will support the Portfolio Billing Specialist and Portfolio Data Specialist in entering, updating, and verifying account details in Orion. Enter billing settings for new accounts Set up held away and consolidated billing Enter missing data from custodian downloads Create new accounts in Orion Initiate termination of investment services process Provide support for special projects, as needed What You Need: Non-negotiables Bachelor's Degree, or Associate's Degree or equivalent work experience Experience using and strong competence in Microsoft Office (Outlook, Excel, Word, Teams) Experience with Salesforce (or equivalent CRM) and Orion preferred Preferred skills and behaviors: Excellent written and verbal communication skills Must be detailed oriented and problem solving Must have outstanding customer service skills Flexible work schedule when experiencing high volumes Ability to work independently and exercise discretion without immediate supervision Ability to maintain confidentiality of information Ability to coordinate multiple tasks and priorities in a fast-paced environment About MicroSourcing With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines. Our commitment to 100% YOU MicroSourcing firmly believes that our companyu0027s strength lies in our peopleu0027s diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive. At MicroSourcing, equality is not merely a slogan - itu0027s our commitment. Our way of life. Here, we donu0027t just accept your unique authentic self - we celebrate it, valuing every individualu0027s contribution to our collective success and growth. Join us in celebrating YOU and your 100%! For more information, visit https://www.microsourcing.com/ .Terms & conditions apply