Senior Financial Services Specialist

1 week ago

Pagadian, Zamboanga Peninsula, Philippines beBeeExpert Full time ₱3,500,000 - ₱6,000,000
Financial Advisor Assistant

Schedule: Monday to Friday, 9am to 5pm Australian Eastern Standard Time (AEST)

About the Role

As a key member of our advisory team, you will be responsible for preparing and implementing financial plans for clients. Our company is seeking an expert in insurance products and advice preparation, who can work closely with advisors to deliver industry-leading advice.

Responsibilities

  • Assist advisors in creating comprehensive financial plans for clients
  • Conduct research on insurance products, financial concepts, superannuation, and tax strategies
  • Prepare and analyze financial needs analysis reports to support the development of financial plans
  • Collaborate with advisors to identify appropriate investment strategies based on client needs and goals
  • Attend client meetings with advisors to present and review financial plans
  • Work with clients to gather necessary financial information and documents
  • Understand and interpret legal documents related to insurance products
  • Manage and update client information in our database

Competencies and Qualifications

  • 3 years of experience as a financial advisor assistant or in a similar role in the insurance industry is preferred
  • Accounting or similar experience is highly advantageous
  • Strong numerical and logical reasoning skills
  • Good with math and comfortable working with numbers
  • Familiarity with legal documents related to insurance products
  • A desire to become an expert in both insurance products and advice preparation
  • Excellent command of the English language
  • Strong skills in Microsoft Excel and MS Office
  • Meticulous attention to detail, especially in calculations and materials prepared
  • Self-starter, has the ability to work independently and takes initiative
  • Strong written and verbal communication skills

What We Offer

  • 100% Remote Work
  • 13th Month Pay
  • Paid Service Incentive Leave upon probationary – 1.25 days per month
  • Flexible arrangement allowing worked regular holiday to convert to additional Paid Service Incentive Leave
  • Annual performance appraisal subject for review
  • Access to our free Learning and Development programs

Application Process

We understand that searching for a new job can be challenging, and we're here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

The interview process typically includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we'll keep you informed and provide feedback as quickly as we can.

  • Financial Service Professional

    1 week ago

    Pagadian, Zamboanga Peninsula, Philippines beBeeAccounting Full time ₱50,000 - ₱60,000

    Job OverviewThe Corporate Accounting Specialist plays a critical role in delivering the ProfitCoach Experience to clients through quality assurance reviews, client relationship management, and accurate, timely, and efficient full-service accounting.This position is responsible for assisting with various activities related to monthly financial reviews, bank...

  • Financial Operations Specialist

    1 week ago

    Pagadian, Zamboanga Peninsula, Philippines beBeeAccounting Full time ₱300,000 - ₱450,000

    Job Title: Financial Operations SpecialistThis is a full-time remote role for a financial operations specialist. The job holder will be responsible for maintaining financial records, preparing financial statements, and managing accounting software.Key ResponsibilitiesPerform bookkeeping tasks, including data entry and reconciliation.Prepare financial...

  • Senior Financial Planner

    1 week ago

    Pagadian, Zamboanga Peninsula, Philippines beBeeFinancial Full time ₱1,200,000 - ₱1,600,000

    Financial Services SpecialistThis part-time remote role involves providing expert financial planning, creating personalized financial plans, assisting with retirement planning, and managing investments. Key responsibilities include:Delivering comprehensive financial services to clients.Developing tailored financial strategies to meet individual client...

  • Financial Specialist

    1 week ago

    Pagadian, Zamboanga Peninsula, Philippines beBeeInvestment Full time ₱300,000 - ₱700,000

    Seeking Financial Specialists to Deliver Premium Insurance SolutionsA leading insurance provider seeks Financial Specialists who will offer personalized insurance and investment services to clients. The ideal candidates will work closely with clients to understand their long-term financial goals and develop tailored solutions to help them achieve success.To...

  • Financial Services Expert – Senior Audit Position

    1 week ago

    Pagadian, Zamboanga Peninsula, Philippines beBeeAudit Full time ₱2,500,000 - ₱3,500,000

    Our organization is committed to fostering growth and simplifying complexity for our clients.About the Senior Audit RoleWe are currently seeking an experienced Audit Senior to join our team and contribute to our expanding operations.Key Responsibilities:Assume responsibility for audits from inception through to final report, ensuring consistently...

  • Remote Financial Accounting Specialist

    1 week ago

    Pagadian, Zamboanga Peninsula, Philippines beBeeFinancial Full time ₱1,500,000 - ₱2,300,000

    Accounting Specialist RoleThis is a remote position that requires a skilled and motivated professional to support our client's accounting operations. The ideal candidate will have a strong knowledge of cash, prepaid expenses, fixed assets, accruals, intercompany, equity, and financial reporting.Key ResponsibilitiesPrepare month-end journal entries and...

  • Senior Financial Analyst

    1 week ago

    Pagadian, Zamboanga Peninsula, Philippines beBeeAccounting Full time ₱1,000,000 - ₱1,200,000

    Accounting Specialist PositionWe are seeking an experienced Accounting Specialist to join our growing finance team. This role is responsible for ensuring timely and accurate billing, collections, and AR reporting.This is a fantastic opportunity for someone who thrives in fast-paced environments and is passionate about bringing order, transparency, and...

  • Senior Property Financial Manager

    1 week ago

    Pagadian, Zamboanga Peninsula, Philippines beBeeAccountant Full time ₱4,000,000 - ₱6,500,000

    Job Description:The Senior Property Financial Manager is a key role that oversees day-to-day financial operations. This includes managing cash flows, reconciliations, and financial reporting to ensure accuracy and transparency.Key Responsibilities:Conduct thorough bank reconciliations to maintain accurate financial recordsEfficiently manage Accounts Payable...

  • Financial Operations Specialist

    1 week ago

    Pagadian, Zamboanga Peninsula, Philippines beBeeAccounting Full time ₱21,000 - ₱250,000

    Corporate Accounting Specialist Job OverviewThe Corporate Accounting Specialist will be responsible for delivering the ProfitCoach Experience by providing quality assurance reviews, client relationship and account management, and accurate, timely full-service accounting. This includes maintaining awareness of each client's needs and opportunities for profit...

  • Leading Financial Transactions Specialist

    1 week ago

    Pagadian, Zamboanga Peninsula, Philippines beBeeAccountant Full time $35,000 - $40,000

    Financial Transactions SpecialistOur company is seeking a detail-oriented individual to manage day-to-day financial transactions and maintain accurate records.Responsibilities:Record and maintain accurate financial transactions, including accounts payable and receivable.Reconcile bank statements and ensure all accounts are balanced.Prepare and maintain...