Support Operations Specialist
Location:
Clark Office
Position:
Full Time
Closing Date:
Tuesday, March 31, 2026
Do you possess a high degree of accuracy and analytical thinking? Can you maintain seamless operations within a fast-paced shared services environment?
If your answer is yes, then WE WANT YOU!
We need an Occupational Nurse cum HR/Admin Assistant who will be responsible for responsible for maintaining a safe, healthy workplace while providing vital support to the HR and Administrative teams.
As a Support Operations Specialist, your duties and responsibilities include:
Documentation & Compliance
- Prepare annual advice agreements, fee disclosure forms, invoices, and review packs with 100% accuracy.
- Facilitate the implementation and termination of advice agreements and associated fee structures.
- Perform assessments to verify that all service obligations have been met according to regulatory standards.
- Diligently update and maintain client data within internal systems (Xplan/Salesforce).
Operational Excellence
- Take full ownership of assigned tasks from initiation to completion.
- Deliver high-quality output consistently within pre-determined Service Level Agreements (SLAs).
- Interpret and analyze reporting data to identify trends or operational gaps.
- Proactively identify and assist in mitigating potential risks within the workflow.
Professional Standards & Culture
- Work in alignment with the PSK Culture and behavioral standards, including:
- Commitment to Equal Employment Opportunity and “Respect” in the workplace.
- Adherence to OH&S, Quality Assurance, and Confidentiality protocols.
- Compliance with all internal policies and the Professional Code of Conduct.
- Perform additional ad-hoc administrative tasks as requested by the client or management.
Qualifications:
- Must have a degree in Financial Management/Planning, Business, Banking and Finance and Economics or any equivalent.
- Must have at least 2 years of experience in a Financial Services environment.
- Diploma in Financial Services (DFS) is desirable but not essential.
- Advanced proficiency in MS Word and Excel.
- Experience with Xplan or Salesforce is highly ideal.
- Strong financial and analytical skills with attention to detail.
- Ability to interact effectively (written and verbal) with Financial Advisers and Client Relationship Managers.
- Proven ability to resolve conflicts and solve complex operational issues.
- Proactive, resilient, and accountable team player who thrives under individual and team targets.
- Fast learner with a growth mindset, and willingness to undergo continuous training.
- Willing to be assigned to SM City Clark.
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