
Comprehensive Financial Support Specialist
6 days ago
- Prepare comprehensive Statements of Advice and Records of Advice in line with compliance regulations.
- Conduct product comparisons and strategy modelling for superannuation, insurance, and pension products.
- Assist in the setup and structuring of Self-Managed Super Funds (SMSF) for property investment.
- Utilize financial planning software such as Xplan, Midwinter, and AdviserLogic for research and documentation.
- Work closely with senior planners to implement tailored financial strategies for clients.
- Ensure all financial plans and recommendations comply with regulatory guidelines.
This is a detail-oriented and highly skilled role that involves supporting senior financial planners by providing research, analysis, and documentation to ensure seamless client service.
The ideal candidate will have experience preparing SOAs and ROAs, conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.
Key Qualifications and Skills- Minimum of 3 years of experience in a paraplanning role.
- Strong understanding of financial planning principles and regulatory requirements.
- Proficiency with financial planning tools such as Xplan, Midwinter, and AdviserLogic.
- Strong analytical skills with the ability to model financial strategies effectively.
- Excellent attention to detail and ability to work collaboratively with financial advisers.
- Strong written and verbal communication skills.
The successful applicant will be able to manage multiple tasks and meet deadlines in a fast-paced environment.
-
Senior Financial Operations Specialist
6 days ago
Sorsogon, Bicol, Philippines beBeeFinancial Full time $90,000 - $125,000Job Title:Senior Financial Operations Specialist Job OverviewWe are seeking an accomplished Financial Operations Specialist to drive financial insights and identify areas for improvement across our business processes. This role is critical in driving operational efficiency while also analyzing financial performance.The ideal candidate will be a...
-
Financial Operations Specialist
6 days ago
Sorsogon, Bicol, Philippines beBeeCommunication Full time ₱400,000 - ₱800,000Financial Operations SpecialistThis role is pivotal in the management of internal accounts, ensuring precision and efficiency. Key responsibilities include updating internal system information with new data, communicating essential information to the team, managing daily transactions, assisting with annual filings, and maintaining electronic files.Key...
-
Financial Operations Specialist
6 days ago
Sorsogon, Bicol, Philippines beBeeFinance Full time $60,000 - $85,000Financial Policy Specialist">The role of the Financial Policy Specialist is crucial in ensuring that our finance policies and procedures are clear, concise, and effective. This position is responsible for developing and implementing a comprehensive framework for finance policies and procedures to ensure compliance with our organization's policy framework.We...
-
Financial Record Manager
6 days ago
Sorsogon, Bicol, Philippines beBeeAccountant Full time ₱12,000 - ₱17,800Accounting Specialist Job DescriptionWe are seeking a highly skilled professional to manage our company's financial records, prepare critical monthly financial statements, and provide financial analysis that drives our business decisions.The successful candidate will be responsible for maintaining accurate financial records, preparing P&L statements, and...
-
Financial Operations Specialist
6 days ago
Sorsogon, Bicol, Philippines beBeeAccounting Full time $65,000 - $85,000Accounting Specialist Role OverviewWe are seeking an experienced accounting professional to join our team as an Accounting Specialist. As an integral part of our financial operations, you will be responsible for maintaining accurate and compliant financial records, supporting leadership with reliable financial insights, and contributing to the growth and...
-
Financial Operations Specialist
6 days ago
Sorsogon, Bicol, Philippines beBeeFinance Full time ₱1,040,000 - ₱1,528,000We are seeking a skilled Finance Operations Specialist to join our team. This is a unique opportunity for an individual who thrives in a fast-paced environment and possesses strong analytical skills.Job DescriptionThe ideal candidate will possess expertise in accounting principles, financial reporting, and audit processes. They will also have experience with...
-
Financial Specialist
6 days ago
Sorsogon, Bicol, Philippines beBeeAccounting Full time ₱600,000 - ₱800,000Bookkeeping Expert RequiredWe are seeking a highly skilled bookkeeper to join our organization and take on key responsibilities including managing day-to-day financial transactions, reconciling accounts, processing invoices, tracking expenses, and handling general ledger entries.About the Role:Manage financial workflows: invoicing, reconciliation, tracking...
-
Financial Transaction Specialist
6 days ago
Sorsogon, Bicol, Philippines beBeeAccountant Full time $6,500 - $7,800Our company seeks an experienced Accounts Payable and Accounts Receivable Specialist to manage our financial transactions accurately and efficiently. This dual-role position involves handling accounts payable and receivable processes, ensuring timely payments and maintaining healthy relationships with clients and vendors.Key ResponsibilitiesProcess and...
-
Technical Support Specialist
6 days ago
Sorsogon, Bicol, Philippines beBeeSupport Full time ₱3,200,000 - ₱4,800,000Technical Support Specialist RoleWe are seeking a skilled Technical Support Specialist to join our team. As a key member of our IT department, you will provide advanced technical support to our customers, resolving complex software and hardware issues.This is a dynamic role that requires strong analytical skills, excellent communication abilities, and a...
-
Chief Financial Support Officer
6 days ago
Sorsogon, Bicol, Philippines beBeeAccounting Full time $40,000 - $50,000Financial Operations SpecialistWe seek a highly organized and detail-oriented professional to support the executive team with financial operations, including accounts payable and receivable management.This role involves providing high-level administrative support while owning critical financial functions. The successful candidate will be responsible for...