Admin Assistant

Job Mandate

The Admin Assistant is primarily responsible in supporting the Senior Relationship Manager (SRM), Relationship Manager (RM) and Associate Relationship Manager (ARM) in documentation management. She is tasked to prepare, review, and transmit Account Opening, Investment Transaction, Account Maintenance, and other BDO Prime‑related forms/documents. The Admin Assistant must ensure that these tasks are delivered in a timely and complete manner, aligned with prescribed bank policies and procedures, internal control, external regulatory requirements and compliance to service standards.

Duties and Responsibilities

1. Assists the RMs and ARMs in preparing and sending to customers/branches the following:
   1.1. Account Opening Documents (BDO Prime, BDO Trust, Qualified Buyers Registration)
   1.2. Investment Transaction documents
   1.3. Account Maintenance documents (i.e. Account Amendment Form, Authority to Credit Form, Auto‑debit arrangement, NoCD Forms)
   1.4. Other BDO Prime‑related documents

2. Prepares and arranges transmittal of abovementioned documents to corresponding BDO Securities Units.

3. Ensures all abovementioned documents are properly accomplished and verified.

4. Coordinates to the RM / ARM if there are any lacking information in the abovementioned, if necessary.

5. Maintains and safe keeps client files/documents in accordance with the Data Privacy Act.

6. Maintains a database for submitted client files/documents in accordance with the Data Privacy Act.

7. Conducts housekeeping regularly.

8. Performs other administrative functions that may be assigned from time to time.