We are looking for a dedicated Back Office Representative – Financial Account to join our team. Reporting to the Operations Lead, you will be responsible for ensuring consistent and reliable service through the same-day completion of client request processing, indexing, and document handling—with a strong focus on quality and efficiency.
Your future duties and responsibilities:• Provide high-quality service to internal and external customers. Handle, verify, and sign off on documents sent to financial institutions, advisors, or clients via fax, email, or mail.
• Manage incoming and outgoing funds for client accounts, including cheque preparation and reconciliation for pre-depositing to accounting.
• Interpret and analyze documentation for various handling processes, ensuring accuracy and compliance with procedures.
• Perform quality assurance to maintain data integrity and process accuracy in a service-level–driven environment.
• Use multiple software systems to research and extract records, ensuring accurate and timely completion of client requests.
• Support internal departments with client request fulfillment and help resolve escalated or time-sensitive issues.
• Identify opportunities for process improvement and contribute to workflow optimization.
• Stay updated with policies and procedures while collaborating closely with team members.
• Experience: Minimum of 2 years’ experience in a financial account within a BPO setting, preferably with background in document management or administrative support. Familiarity with back-office processes, compliance standards, and Microsoft Office is an asset.
• Relationship Management: Strong ability to establish and maintain collaborative working relationships.
• Attention to Detail: Exceptional accuracy in handling and processing documentation.
• Problem-Solving: Skilled in analyzing situations, making sound decisions, and managing priorities in a dynamic environment.
• Communication: Excellent written and verbal communication skills.
• Organization: Strong planning, time management, and ability to meet deadlines in a fast-paced setting.
Availability: Willing to work onsite at McKinley Hill, Taguig and amenable to a graveyard shift.
Together, as owners, let’s turn meaningful insights into action.
Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…
You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.
Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.
You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
Come join our team—one of the largest IT and business consulting services firms in the world.