Financial Services Coordinator

6 days ago


Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Part time

Wolf Summit Life Insurance Agency is dedicated to spreading financial literacy and building trust with our clients through education, transparency, and personalized service.

As a part-time remote Insurance Agent, you will be responsible for insurance sales, finance, and providing excellent customer service to clients.

What We're Looking For

We need someone with:

  • Strong communication and interpersonal skills
  • Ability to work independently and remotely
  • Previous experience in sales or customer service roles (a plus)
Our Company Culture

We prioritize transparency, personalized service, and building trust with our clients.



  • Makati City, National Capital Region, Philippines Toyota Financial Services Philippines Full time

    Job Overview:We are seeking a highly organized and detail-oriented Financial Services Specialist to support our sales team in delivering exceptional financing services to our clients.Key Responsibilities:Process loan applications, maintaining accurate records and ensuring timely delivery of servicesProvide administrative support to the sales team by...


  • Makati City, National Capital Region, Philippines JHL Financial Solutions Part time

    JHL Financial Solutions is a leading provider of insurance and financial services, seeking a skilled Financial Services Specialist to join our team.Key ResponsibilitiesAnalyze client financial data to identify areas for improvement and develop personalized financial plans.Recommend and implement investment strategies to meet client goals and risk...


  • Makati City, National Capital Region, Philippines Hunter's Hub Inc. Full time

    Job OverviewHunter's Hub Inc. is seeking a highly skilled Financial Services Coordinator to join our team.


  • Makati City, National Capital Region, Philippines Philcopy Corporation Full time

    Job Description: Financial Services CoordinatorAbout the RoleThis is an exciting opportunity to join our team as a Financial Services Coordinator.Key ResponsibilitiesManage Account Executive commission processing with accuracy and efficiency.Issue collection receipts and official receipts as required.Take on additional duties assigned by the manager.Skills...


  • Makati City, National Capital Region, Philippines Toyota Financial Services Philippines Full time

    About the Role:The Administrative Coordinator - Loan Products will play a critical role in supporting the sales team by handling administrative tasks related to loan products and services.Responsibilities:Assist in processing loan and financing applications, ensuring all required documentation is complete and accurateFollow up with clients to collect any...


  • Makati City, National Capital Region, Philippines Ohana Manpower Services Inc Full time

    About the RoleWe are seeking a highly skilled Financial Transaction Coordinator to join our team at Ohana Manpower Services Inc. The successful candidate will be responsible for maintaining accurate financial records and ensuring compliance with accounting standards and government regulations.


  • Makati City, National Capital Region, Philippines New Personnel Builders and Consultancy Services Inc. Full time

    **Job Overview**New Personnel Builders and Consultancy Services Inc. is seeking a highly skilled Financial Coordinator to join our team.The successful candidate will be responsible for updating and completing common CE Trackers, AP invoice tracker, and filing of physical copies of documents/invoices.Key qualifications include:Graduate of Management...


  • Makati City, National Capital Region, Philippines Toyota Financial Services Philippines Full time

    Job DescriptionWe are seeking a highly experienced Financial Analysis Director to join our team at Toyota Financial Services Philippines. As a key member of our finance team, you will play a critical role in driving business growth and profitability through strategic financial planning and analysis.Key ResponsibilitiesDevelop and implement financial models...


  • Makati City, National Capital Region, Philippines Institutional Shareholder Services Inc. Full time

    Job Description:We are seeking a skilled Financial Operations Coordinator to support our team in Manila. This role will focus on managing client relationships, supporting internal operations, and providing actionable insights for internal teams and clients.Main Responsibilities:- Collaborate with ISS Market Intelligence teams to enhance processes and client...


  • Makati City, National Capital Region, Philippines 8Bacus Full time

    Do you have a passion for numbers and a keen eye for detail? 8Bacus is seeking a Bookkeeping and Financial Services Coordinator to join our team.This role involves providing high-quality bookkeeping services, ensuring the accuracy of financial records, and conducting regular reconciliations to identify and resolve discrepancies.Requirements include:Minimum...


  • Makati City, National Capital Region, Philippines Recooty Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Recooty. As a key member of our financial services team, you will be responsible for reviewing investor subscription documents, preparing subscription confirmation letters and redemption letters, and sending them out to investors.The ideal...


  • Makati City, National Capital Region, Philippines HC Global Fund Services, LLC Full time

    Job Description:We are seeking a highly skilled and experienced Financial Services Manager to join our team. As a key member of our fund administration department, you will be responsible for managing the day-to-day activities of our accountants and ensuring that all financial transactions are accurately recorded and reported.Duties and...


  • Makati City, National Capital Region, Philippines Institutional Shareholder Services Inc. Full time

    We are looking for a highly organized and detail-oriented individual to fill the position of Global Meeting Services Coordinator.This role involves coordinating the collection and inputting of data into the database, and ensuring comprehensive audit trails are in place.The ideal candidate will have a strong background in finance, accounting, or a related...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    Job OverviewSun Life Grepa Financial, Inc. is seeking a skilled Bancassurance Sales Officer to join our team. In this role, you will be responsible for undertaking financial planning interviews with clients, analyzing their needs, and presenting findings with recommendations for our products.The ideal candidate will have excellent communication skills, a...


  • Caloocan City, National Capital Region, Philippines Asia United Bank (AUB) Full time

    Job SummaryWe are seeking a highly skilled Financial Services Coordinator to join our team at Asia United Bank (AUB). As an Account Assistant, you will play a crucial role in the administration, servicing, and maintenance of accounts. Your primary responsibility will be to assist Account Officers in preparing reports necessary for the approval of credit...


  • Makati City, National Capital Region, Philippines Toyota Financial Services Philippines Full time

    Job Description:The Sales Support Associate will be responsible for providing administrative support to the sales team, including processing loan applications, maintaining client records, and coordinating with internal departments.Key Tasks:Process loan applications, ensuring accurate and timely delivery of servicesPrepare loan proposals, contracts, and...


  • Quezon City, National Capital Region, Philippines Greg M Magparangalan Ventures Manpower Services Inc (GMMV) Full time

    About the RoleWe are seeking an experienced Financial Transaction Coordinator to join our team at Greg M Magparangalan Ventures Manpower Services Inc (GMMV). As a key member of our finance department, you will play a critical role in ensuring the accuracy and efficiency of our financial processes. Key responsibilities include:* Coordinating and managing...


  • Makati City, National Capital Region, Philippines Toyota Financial Services Philippines Full time

    On-site - Makati 1-3 Yrs Exp Bachelor Full-timeJob DescriptionEmployee Recognition and RewardsPerformance Bonus, Anniversary Gifts, Annual AppraisalGovernment Mandated Benefits13th Month Pay, Employee LoanInsurance Health & WellnessHealth Insurance, Life Insurance, HMOMaternity & Paternity Leave, Sick Leave, Solo Parent Leave, Vacation LeaveDescriptionThe...


  • Makati City, National Capital Region, Philippines Tahche Outsourcing Services Inc Full time

    About UsTahche Outsourcing Services Inc is committed to delivering exceptional branded products and packaging solutions to our clients. We pride ourselves on our unique consultative approach and ability to provide distinctive solutions that drive immediate results.We are currently seeking an experienced Accounts Receivable Specialist to join our team. As a...


  • Quezon City, National Capital Region, Philippines Nityo Infotech Services Philippines, Inc. Full time

    Nityo Infotech Services Philippines, Inc. is seeking a highly skilled Financial Transactions Coordinator to join our team. As a key member of our accounts receivable department, you will play a crucial role in ensuring the smooth processing of financial transactions.Key Responsibilities:Verify and process incoming payments from clientsAccurately record and...