Financial Services Coordinator

Financial Services CoordinatorThe successful candidate will have a proven track record of coordinating financial operations, ensuring seamless execution of banking activities, and providing exceptional customer service.ResponsibilitiesCoordinate with internal departments to process cash receipts and disbursements, maintain accurate financial records, and...

Key ResponsibilitiesClient Acquisition & ProspectingIdentify and connect with potential clients through networking, referrals, and strategic prospecting efforts.Conduct financial needs assessments to understand clients' goals, risk tolerance, and current financial situation.Present and explain financial products and services, demonstrating how they align...

Are you passionate about helping others achieve their financial goals? Do you have excellent analytical skills and experience in data extraction, review, and analysis using defined parameters? If so, we'd love to hear from you!We're Sun Life, a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and...

Job OverviewAt LCG Group of Companies, we are seeking a highly skilled Financial Services Coordinator to join our team. This role is responsible for creating and reviewing sales orders for parts and units invoicing.Key Responsibilities:- Create and review sales orders for parts and units invoicing- Send approval requests of sales order created in NAV- Review...

Job Summary:We are seeking a detail-oriented and organized professional to join our team as a Financial Services Coordinator. In this role, you will be responsible for handling daily customer concerns with detailed, polite, and empathetic communication to ensure customer retention.You will also be responsible for working closely with cross-functional...

At Metrobank, we are dedicated to delivering exceptional service to our corporate customers. Our team of professionals is committed to providing efficient loan and trade transaction services that meet the bank's objectives.Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team. The successful...

About the RoleWe are seeking a highly skilled and detail-oriented Financial Services Coordinator to join our team. In this role, you will assist in managing all aspects of a company's activities involving credit (Accounts Receivables) given to clients and customers.Responsibilities:Support staff with motivation, strategy, and direction to meet the company's...

About the Role">The Financial Operations Coordinator plays a vital role in supporting the Financial Operations team to deliver high-quality financial services to the business.Key responsibilities include providing administrative support, preparing financial reports, and coordinating financial activities. The successful candidate will have strong...

At Sun Life, we're driven to help clients achieve lifetime financial security and live healthier lives. Our purpose is centered around empowering individuals to thrive in their careers and personal lives.We're a global company with 30,000 employees across 26 countries, committed to driving innovation and making a meaningful impact locally and worldwide. As a...

**Job Summary:**We are seeking a highly skilled individual to fill the position of Financial Analyst. As a key member of our team, you will be responsible for delivering services to clients by providing a wide range of financial services such as bookkeeping, data processing, data analysis, and reconciliation.The ideal candidate will have a strong background...

Job Description:The role of a Finance Specialist at Sun Life is to participate in the financial statement closing process, including preparation/processing of journal entries, financial and management reports. Additionally, the candidate will specialize in financial accounting and reporting, providing timely and value-adding financial information required by...

As a Financial Services Representative at Manpower Outsourcing Services, Inc., you will play a critical role in delivering exceptional customer experiences while providing expert financial services. This includes handling a wide range of account inquiries, conducting needs assessments, and offering tailored financial solutions.Primary Responsibilities:Build...

What We're Looking ForWe're looking for a talented and experienced professional to join our team as a Card Onboarding Analyst.The successful candidate will have a proven track record of success in a financial or compliance environment, with strong analytical skills and attention to detail.You'll be responsible for:Ensuring that new applications meet internal...

Job OverviewWe are seeking a highly skilled Service Management Expert to join our team at Sun Life Financial. In this role, you will play a key part in supporting the Service Management Excellence Team by providing business analysis expertise and operational support for all ITSM processes within the Asia Service Management Team.Your primary responsibility...

Sun Life is a leading provider of financial services, and we're looking for talented professionals to join our team. As a Customer Experience Expert - English Operations, you'll play a pivotal role in shaping our customers' experiences by developing and implementing innovative solutions to meet their evolving needs.You'll work closely with stakeholders to...

We are seeking a talented Financial Services Expert to join our Corporate Finance team at Arch Global Services (Philippines) Inc.About the RoleAs a Senior Financial Analyst, you will be responsible for providing financial support to our team, including preparing financial reporting schedules, reports, and journal entries. You will also work closely with our...

Regional Accounting SpecialistWe are looking for a highly skilled Regional Accounting Specialist to join our team at Sun Life Financial. In this role, you will be responsible for helping FR Head liaise and coordinate with internal auditors, external auditors, and tax professionals for audit & regulatory compliance.The ideal candidate will have a strong...

About One Apex Financial Planners: We are a dedicated team of professionals committed to helping our clients achieve their financial goals. Our mission is to provide tailored financial solutions that meet the unique needs and circumstances of our clients.Job DescriptionKey Responsibilities:Client Service - Provide personalized financial advice and guidance...

As a key member of the Sun Life Financial team, you will play a vital role in ensuring timely and accurate invoicing to our clients. The Billing Analyst will be responsible for preparing regular monthly, quarterly and annual invoices issued to our clients in the Fees and Billing Team.This includes coordinating and managing fee information requests from...

Are you a graduate looking to launch your career in finance? Do you have a passion for numbers and a keen eye for detail? Look no further than First Circle's Graduate Program for Credit Underwriters!This intensive training program is designed to equip graduates with the skills and knowledge required to succeed in credit underwriting and risk management....