Financial Services Expert

Do you have a passion for helping others achieve their financial goals? We're looking for a skilled Financial Services Expert to join our team at Two Summit Life Insurance Agency!Key ResponsibilitiesProvide expert guidance on a range of financial services, including investments and retirement planning.Build strong relationships with clients and stay...

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...

We are looking for an Insurance Policy Expert to join our team at Sun Life Financial. This role involves providing expert guidance and support to clients regarding life insurance policies.Key responsibilities include:Providing answers to moderately complex client inquiries about life insurance policies using well-defined guidelines.Performing multiple...

We are seeking a Compliance and Efficiency Expert to join our finance operations team at MA Financial Group.About the RoleThis is an exciting opportunity to apply your skills and experience in compliance and efficiency to a fast-paced and innovative business.The successful candidate will be responsible for ensuring the accuracy and efficiency of our broker...

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...

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 Our Ideal CandidateWe are looking for a highly skilled and experienced Management Accountant who can effectively manage the accounting and reporting requirements of each asset.The ideal candidate will have a minimum of 3 years' experience working in a similar role within a BPO company and expertise in using mainstream ERP systems.Key...

We are seeking a highly skilled and motivated Insurance Customer Support Expert to join our Client Care Centre team. In this role, you will be responsible for providing exceptional customer service and support by resolving telephone inquiries from clients.The successful candidate will possess strong verbal and written communication skills, be able to handle...

We are looking for a Financial Modeling Expert who can help us make informed decisions about capital investment. The ideal candidate will have a strong background in financial modeling and analysis.About the Role:The primary purpose of this role is to focus on the details of the projects of the Corporate Finance team in making strategic capital investment...

We are looking for a highly skilled and experienced Corporate Financial Expert to join our team. In this role, you will be responsible for analyzing financial data, developing financial models, and providing financial guidance to internal stakeholders.The ideal candidate will have a strong background in accounting and finance, with at least 5 years of...

Job DescriptionThe Accounting Manager role at Michael Page is a critical position that oversees the entire accounting operations. The successful candidate will be responsible for managing daily accounting activities, preparing financial reports, implementing internal controls, and providing strategic financial insights to support business decisions.About Our...

We are looking for a highly skilled System Specialist to join our team at Sun Life Financial. As a Systems Specialist, you will be responsible for working with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you.About the Role:You will have new and exciting opportunities to make life brighter for our Clients - who...

Job Description:At MA Financial Group, we seek a people operations expert to lead our efforts in HRIS management, compensation, and benefits administration. This role requires a strong understanding of HRIS platforms, compensation structures, and regulatory compliance. The ideal candidate will possess excellent analytical, problem-solving, and communication...

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...

What You'll DoIn this role, you will be responsible for providing expert accounting and financial services to MA Financial Group's clients.You will develop and implement effective accounting and reporting processes to ensure accuracy and quality.Key ResponsibilitiesReporting:Manage the preparation of financial reports and monthly management reports.Ensure...

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...

At Two Summit Life Insurance Agency, we are looking for a talented Financial Planning Expert to join our team. As a key member of our organization, you will play a crucial role in educating and serving Filipino families through life insurance.We aim to provide expert advice on investments, retirement planning, and other financial products to help clients...

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...

Are you passionate about designing innovative software solutions?We're looking for an experienced Solutions Designer to join our team at Sun Life Financial, where you'll have the opportunity to shape the future of financial services.The ideal candidate will have a strong background in IT, with more than 10 years of working experience, including 5+ years as a...

**Application Technical Expert Wanted**Nityo Infotech Services Philippines is seeking an experienced Application Technical Expert to join our team in BGC Taguig City. The successful candidate will have more than 3 years of experience in a similar role, preferably in the technology and/or financial industry.The ideal candidate will have strong SQL experience...