Financial Services Coordinator

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...

Intake Coordinator for Financial Services FirmNexus Recruitment Group is currently seeking an experienced Intake Coordinator for our financial services firm.The ideal candidate will be responsible for conducting research and due diligence investigations to determine client risk levels, assessing potential legal risks, and communicating findings in a clear...

Role DescriptionThis role is primarily responsible for fulfilling the financial reporting function of assigned Regional Office entities, including preparation of Financial Statements and tax compliance and related audit support activities.ResponsibilitiesYour key responsibilities will include performing daily bookkeeping operations from data capture to...

Talent Development Coordinator Job Summary:We are seeking a talented and experienced talent development coordinator to join our team at MA Financial Group. As a key member of our HR department, you will be responsible for developing and implementing training programs, coordinating recruitment efforts, and supporting HR initiatives. Your expertise in HRIS and...

About the Role:We are seeking a skilled and experienced Financial Coordinator to join our Accounts Payable team. As a key member of our team, you will be responsible for managing vendor relationships, processing payments, and maintaining accurate records. This is an ideal opportunity for someone who enjoys working in a fast-paced environment and is...

Accounting RoleThis role is primarily responsible for fulfilling the financial reporting function of assigned Regional Office entities, including preparation of Financial Statements and tax compliance and related audit support activities.Key ResponsibilitiesYour key responsibilities will include performing daily bookkeeping operations from data capture to...

Job SummaryThe Business Financial Services Leader is responsible for leading our financial services team at Welsend Global Services. This role requires a strong understanding of financial principles, excellent leadership skills, and the ability to motivate and inspire a high-performing team.Lead and manage a team of financial professionals, providing...

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...

At Whitestone Holdings, Inc., we are dedicated to delivering exceptional service and driving the success of our clients. Our dynamic team in Taguig City, Metro Manila is seeking a talented individual to fill the role of Finance and Accounting Assistant.The ideal candidate will possess strong communication and interpersonal skills, as well as excellent...

About UsAt Adaca, we bridge software development solutions by connecting Australian mid-tier companies with top-tier talents in the Philippines. Our unique approach is rooted in creating an employee-centric experience that fosters a simple, low-pressure environment for our developers.Key ResponsibilitiesWe're looking for an experienced Project Financial...

About UsAdaca is a leading provider of software development solutions, connecting Australian mid-tier companies with top-tier talents in the Philippines. Our unique approach is rooted in creating an employee-centric experience that fosters a simple, low-pressure environment for our developers.Key ResponsibilitiesWe're seeking an experienced Project Financial...

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...

Job Overview:As a Project Finance Coordinator - IT Services, you'll play a critical role in managing the commercial aspects of our IT services delivery. Your expertise in contract management, financial analysis, and project monitoring will ensure seamless operations and accurate financial reporting.Your key responsibilities will include:">Commercial...

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...

Job Description:The Branch Accounting Associate will play a crucial role in managing accounting operations at our assigned Remedy branch. Key responsibilities include ensuring accurate financial record-keeping, compliance with accounting principles and standards, and assisting with various financial analysis tasks.Process Daily Transactions: Process accounts...

Tayag Ngochua & Chu is looking for a highly skilled Financial Operations Coordinator to join our team. As a Financial Operations Coordinator, you will be responsible for preparing financial statements, conducting reconciliations, managing billing processes, and ensuring accurate bookkeeping.Key Responsibilities:Prepare financial statements and...

About the RoleWe are seeking an experienced Finance Associate to join our team at LCG Group of Companies.Key ResponsibilitiesOrder Processing: Responsible for creating and reviewing sales orders for parts and units invoicing.Approval Requests: Sends approval requests of sales orders created in NAV, ensuring timely processing.Estimate Review: Reviews job cost...

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,...

About UsCiti is a leading global bank that serves individuals, corporations, governments, and institutions in over 160 countries around the world. We provide a wide range of financial services, including consumer banking, corporate and investment banking, markets and securities, and transaction services.We are committed to helping our clients achieve their...

Job OverviewAt Top Gadget Phoneshop, we are seeking a highly skilled Finance Assistant to join our team. The successful candidate will be responsible for assisting in financial planning, analysis, and reporting.Key ResponsibilitiesCoordinate operational processes to enhance efficiency.Support budget preparation and tracking.Manage vendor relationships and...