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Admin Assistant

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BDO Life
πŸ“ Angeles, Philippines
πŸ“
Location Angeles
πŸ“…
Posted June 07, 2026
πŸš—
Commute Local Area
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Job Description

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


  • 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 ...

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    πŸ“ Location Details

    πŸŒ†
    City
    Angeles
    πŸ—ΊοΈ
    Country
    Philippines
    πŸš—
    Commute
    Local Area

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