Plan Management Officer

The purpose of this position is to provide support services for the onboarding of new plans andthe offboarding of lost plans to ensure a high level of customer service is provided in bothareas. The onboarding process will be the receipt of all plan records, securing of all criticaldocuments, data-entry, financial entry and engagement with the customer to enable a smoothand efficient hand-over of the new plan to the relevant Customer Team Manager.The offboarding process will entail the closure of bank accounts, shutdown in clients systems and collation & hand-over of all plan records and plan belongings to thenew manager.

• To ensure a seamless onboarding experience for our customers.
• To ensure efficient, effective and complete onboarding of new buildings to clients expected standard.
• To ensure effective and efficient setting up of new properties and complete all relevant
  aspects of the administrative task and duties.
• Reviewing books and records of new properties, loading of data onto database (BCMax and saving files to our EDMS.
• To ensure a timely & smooth transition of a plan to a new management company in the event we lose a building.
• To complete all aspects of the administrative tasks and duties in relation to lost plans.

• Customer service skills
• Basic understanding of the Strata industry
• Accurate data-entry skills
• Bookkeeping skills
• Competent in Microsoft Applications
• Knowledge of BCMax (Desirable)
• Desirable knowledge in various strata support functions
• Highly organised and efficient, with good time management skills
• High level of administrative skills
• Some book-keeping knowledge and experienc
• Well-presented with exceptional written and verbal communication
• Attention to detail
• The ability to work autonomously
• Proactive and think outside the box
• Sound knowledge of Microsoft Excel, Word and Outlooks

We are HGS Offshore Staffing Solutions, a premier global partner in building offshore teams in the Philippines, with over 1,500 professionals across Metro Manila and Cebu.

Our goal is to ignite global potential by connecting exceptional talent with companies worldwide. We are committed to propelling your career forward by providing opportunities for growth, where your expertise can flourish in any field. Here, you'll have access to global industries, continuous training opportunities, and a culture where your voice always matters.

At HGS, we go beyond recruiting talented individuals, we cultivate a vibrant community. You'll be able to grow alongside your peers through professional development opportunities at your fingertips and connect with teammates during exciting company events. Our monthly huddles keep you connected with your team and colleagues. We also foster a dynamic community with our charity initiatives, reminding us that our careers can make a real difference. Whether you work remotely or side-by-side, you are always part of the team at HGS.