Project Assistant

About the role

Helpware, a technology-driven customer experience and operational support company with offices in the USA, Ukraine, Mexico and the Philippines, is hiring a Project Assistant in Cebu. The role supports project-related tasks and ensures assignments across client and internal initiatives are completed accurately and on time, covering compliance processes, data analysis, system testing and documentation.

Key responsibilities

• Process annual force-out distributions, calculate eligibility for certain plans and compile annual participant notices.
• Assist in implementing and testing new systems and software, and help with special client projects or corrections.
• Monitor loans and loan defaults, calculate and update vesting, and complete system audits.
• Gather, sort and analyse data, assess record-keeping portals and other systems to generate reports, and communicate with internal and external parties.
• Create documentation, file documents electronically, execute electronic notice delivery and coordinate mailings with an external mailing partner.
• Upload data to recordkeepers and other systems, follow up on outstanding paperwork and maintain accurate records of all assignments.
• Keep regular contact with the Project Manager, carry out quality control reviews and protect client confidential data.
• Use designated software such as Verify, FT William, Pension Pro and Card File.

Required profile

• Strong analytical, organisational and problem-solving skills, with high attention to detail.
• Ability to manage multiple projects and meet deadlines.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively, with a commitment to confidentiality and data security.

Required skills

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Experience with Verify, FT William, Pension Pro and Card File is a plus.