Financial Services Specialist

Job OverviewSun Life Financial is seeking a skilled Finance Specialist to join its team. The ideal candidate will have experience in financial reporting and accounting, as well as strong analytical and communication skills.The Finance Specialist will be responsible for participating in the financial statement closing process, preparing and processing journal...

Company OverviewSun Life Financial is a global company with a passion for people. Our purpose is to help clients achieve lifetime financial security and live healthier lives.We're a team of 30,000 across 26 countries, making a meaningful impact locally and globally. We're committed to driving transformation, sustainability, and innovation for our clients,...

Key ResponsibilitiesConduct needs assessments to understand clients' goals, risk tolerance, and current financial situation.Present and explain financial products and services that align with client needs.Develop customized financial plans addressing wealth accumulation, risk management, and retirement planning.Product Recommendations & ImplementationOffer...

Job Description:The Compliance Specialist will be responsible for investigating AML TM and NS alerts, analyzing and investigating suspicious transactions, and assisting in performing other tasks and projects as assigned. The ideal candidate will have a good understanding of anti-money laundering laws and regulations, knowledge of the life insurance and...

We are seeking a highly motivated and detail-oriented Financial Services Specialist to join our team at Carlos Hilado Memorial State University.Job Description:The ideal candidate will have a strong background in accounting and finance, with excellent analytical and communication skills. Key responsibilities will include preparing financial reports,...

Sun Life Global Solutions is a leading provider of life insurance and financial services. As a Client Care Representative, you will play a crucial role in delivering exceptional customer experiences to our clients.The ideal candidate will possess strong communication skills, be able to navigate computer systems efficiently, and have the ability to resolve...

Discover the opportunity to join a dynamic team of experts in the field of systems development and integration. As a Systems Specialist at Sun Life Financial, you will be responsible for building and implementing ServiceNow solutions that meet business needs.Job Overview:The successful candidate must be willing to work in a fast-paced environment,...

Sun Life Financial is a leader in the financial services industry, dedicated to helping individuals and families achieve their long-term goals. We are seeking a talented Client Support Specialist to join our team.This role involves providing exceptional customer service and support to clients by resolving telephone inquiries in a fast-paced, dynamic...

We are seeking a skilled Broker Commission Specialist to join our finance operations team at MA Financial Group.About the JobThis is an exciting opportunity to work in a high-growth, dynamic financial services firm, with a strong focus on innovation and excellence.The successful candidate will be responsible for calculating and processing broker commissions,...

Job DescriptionThe role of the Finance Specialist at Sun Life is to participate in the financial statement closing process, including preparation/processing of journal entries, financial and management reports.Responsibilities:Specialize in financial statement closing process, for group and local reporting purposes, including the preparation/processing of...

We are looking for a talented Support Specialist - Financial Services to join our team at Eteam Workforce Private Corporation. In this role, you will provide top-notch support to our clients, ensuring their financial goals are met and exceeded.Key Responsibilities:Deliver exceptional customer service through various communication channels.Analyze customer...

About the RoleAs a Group Accountant at MA Financial Group, you will play a vital role in ensuring the accuracy and completeness of our financial statements. Your expertise in accounting and reporting will be instrumental in providing support to our team and stakeholders.You will be responsible for preparing and posting month-end journals, reconciling...

Welcome to Sun Life Financial, where you can be your most brilliant self! As a valued member of our team, you'll be empowered to learn, grow, and succeed in a supportive and inclusive work environment.Our purpose is to help Clients achieve lifetime financial security and live healthier lives. We're a global company with a passion for people, driving...

As a key member of the finance operations team at MA Financial Group, you will play a crucial role in ensuring the accuracy and efficiency of our broker commission calculations and payments.About the RoleThis position involves maintaining transaction records, managing clawback processes, addressing broker inquiries, and preparing performance reports.You will...

Overview:The Compliance Specialist will play a key role in maintaining a strong compliance culture and ensuring that our organization complies with anti-money laundering regulations. The ideal candidate will have a good understanding of anti-money laundering laws and regulations, knowledge of the life insurance and mutual fund businesses, and ability to...

Sun Life Financial is a leading provider of financial services, committed to delivering exceptional value to our clients. We are seeking a highly skilled Customer Service Associate to join our team.This role involves providing outstanding customer service and support to clients by resolving telephone inquiries in a fast-paced environment. The ideal candidate...

About UsSun Life Financial is a leading international financial services organization providing a range of protection and wealth products and services to individuals and corporate clients.We offer a supportive, flexible, and inclusive work environment where you can thrive and grow your career.About the RoleWe're seeking a highly skilled Finance Specialist to...

Job OverviewDMP INSURANCE (FWD PHILIPPINES) is seeking a highly motivated individual to fill the role of Financial Wealth Planner. This position involves helping individuals and families achieve their financial goals through comprehensive wealth management strategies.Key ResponsibilitiesConduct Thorough Financial Assessments: Meet with clients to understand...

Role Summary:We are seeking a highly skilled Compliance Specialist to join our team. As a Compliance Specialist, you will play a key role in ensuring that our organization complies with anti-money laundering regulations and maintains a strong compliance culture.Key Responsibilities:Investigate Anti-Money Laundering (AML) Transaction Monitoring (TM) and Name...

We are seeking an experienced Leadership and Service Delivery Expert to join our team at Sun Life Financial. In this critical role, you will provide leadership and direction to a high-volume, fast-paced client service environment.About the RoleThe Front-Line Customer Service Director will be responsible for ensuring the consistent delivery of high-quality...