A Juris Doctor–qualified legal and corporate professional with strong experience in corporate governance, fund administration, and regulatory compliance across financial services and corporate environments. Proven expertise in managing complex client portfolios, preparing board and shareholder resolutions, handling incorporations, acquisitions, and liquidations, and ensuring strict adherence to KYC/AML requirements. Adept at liaising with clients, regulators, and stakeholders to mitigate legal and reputational risks while delivering tailored governance solutions. Brings a unique combination of legal expertise, compliance oversight, and academic instruction, with strong research, drafting, and organizational skills that support effective decision-making and sustainable business operations.
Experience: 2 - 5 years
Email and calendar management Data entry and database management Research and report preparation Document management and formatting CRM tools (HubSpot, Salesforce, Zoho)
Experience: 2 - 5 years
Building and maintaining strong relationships with clients, banks, and external parties is a key aspect of my skillset. I focus on understanding their needs and delivering customer-centric solutions while ensuring compliance with legal and contractual requirements.
Experience: 2 - 5 years
KYC / KYB verification AML & sanctions screening Compliance monitoring & reporting Corporate governance support Contract review & legal drafting Regulatory research (SEC, AMLC, etc.)
Experience: 2 - 5 years
Experience: 2 - 5 years
Basic campaign tracking & reporting A/B testing support KPI tracking (ROAS, CPA, conversions) Social media scheduling (Hootsuite, Buffer) Email marketing tools (Mailchimp, Klaviyo)
Experience: 2 - 5 years
Client communication (email, chat, Zoom) Account and portfolio management Issue escalation and resolution Documentation and follow-ups
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