Financial Services Specialist

1 day ago

Batangas, Calabarzon, Philippines beBeeBusinessFinance Full time $60,000 - $80,000
Job Opportunity

We are seeking an experienced Business Finance Professional to join our team.

The ideal candidate will have a strong background in lead generation, sales support and financial services, with experience in identifying and qualifying high-potential SME leads.

You will be responsible for engaging prospective customers via calls, emails and digital platforms, and conducting initial discovery conversations to assess eligibility and fit for funding products.

Maintaining accurate records of customer interactions in Salesforce is also essential, as well as working closely with senior business finance professionals to hand off qualified leads.

Your role will involve contributing to improving outreach strategies and conversion processes, and keeping up to date with market trends, products and lending partners.

Sharing insights and lead quality feedback with sales and marketing teams will also be a key part of your responsibilities.

This role plays a crucial part in helping small businesses grow and thrive by providing them with the right financial solutions.

You will work collaboratively with a talented team of professionals who are passionate about empowering small businesses and making a difference in their lives.

Our organization is committed to creating an inclusive environment where everyone's voice is heard and diversity is celebrated.

If you are a motivated and driven individual with a passion for helping small businesses succeed, we encourage you to apply for this opportunity.

  • Financial Services Specialist

    2 days ago

    Batangas, Calabarzon, Philippines beBeeFinancial Full time ₱8,000 - ₱8,200

    Job Title: Financial Services SpecialistJob SummaryWe are seeking a detail-oriented and knowledgeable Financial Services Specialist to join our dynamic team. This position involves managing financial records, preparing taxes, and providing expert advice on financial compliance.Key ResponsibilitiesBookkeeping Duties:Maintain accurate and up-to-date financial...

  • Financial Services Specialist

    1 day ago

    Batangas, Calabarzon, Philippines beBeeAccountant Full time ₱2,000,000 - ₱2,700,000

    We are seeking a highly skilled professional to fill the role of Financial Services Specialist. In this position, you will have the opportunity to work with a variety of clients and provide high-quality accounting services.The ideal candidate will possess a solid understanding of financial statements, income tax returns, and Business Activity Statements....

  • Comprehensive Financial Services Specialist

    1 day ago

    Batangas, Calabarzon, Philippines beBeeFinancial Full time ₱1,200,000 - ₱1,800,000

    Financial Planning Support SpecialistWe are seeking a detail-oriented and highly skilled professional to support our financial planning team. The ideal candidate will have experience preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as...

  • Financial Operations Specialist

    1 day ago

    Batangas, Calabarzon, Philippines beBeeAccountant Full time ₱800,000 - ₱1,500,000

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our organization. This is a full-time remote position that offers a flexible work environment.About the Role:This role involves reviewing and analyzing policy documentation, including declaration pages and finance agreements.The successful...

  • Financial Specialist

    1 day ago

    Batangas, Calabarzon, Philippines beBeeFinancial Full time $650 - $7,800

    Accounts Receivable and Payable Financial Specialist\We are seeking a dedicated professional to fill the role of Accounts Receivable and Payable Financial Specialist. This key position involves managing both the accounts payable and accounts receivable processes, ensuring accurate and timely financial transactions, and maintaining healthy financial...

  • Financial Operations Specialist

    1 day ago

    Batangas, Calabarzon, Philippines beBeeAccounting Full time ₱450,000 - ₱800,000

    Remote Accounting SpecialistA detail-oriented Remote Accounting Specialist is required to process and reconcile payments through specialized software. The ideal candidate will manage financial operations, accounts receivable, and bank statements with high accuracy.Key Responsibilities:Process and reconcile payments through Stripe and proprietary...

  • Financial Awareness Specialist

    22 hours ago

    Batangas, Calabarzon, Philippines beBeeClient Full time ₱1,500,000 - ₱2,500,000

    Job Overview:We are seeking a Client Outreach Specialist to bridge the gap between individuals seeking financial clarity and our expert team.Act as a key first touchpoint for prospective clientsHelp individuals achieve financial awareness through thoughtful outreachKey Responsibilities:Financial Awareness: Provide financial education to prospective clients,...

  • Financial Operations Specialist

    2 days ago

    Batangas, Calabarzon, Philippines beBeeBookkeeper Full time ₱57,600 - ₱86,400

    Job Title: Financial Operations SpecialistJob Description:We are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for managing day-to-day financial operations, including expenses, accounting software, invoicing, AP/AR, and reconciliations.You will play a crucial role...

  • Senior Financial Operations Specialist

    1 day ago

    Batangas, Calabarzon, Philippines beBeeAccountability Full time ₱512,000 - ₱618,500

    Job Title:Senior Financial Operations SpecialistJob OverviewThe role of a Senior Financial Operations Specialist is to oversee and manage various financial operations tasks for our clients.Your ResponsibilitiesProcess payroll, including timesheets, superannuation, and PAYG complianceReconcile bank statements and balance sheetsProcess invoices using DEXT and...

  • Financial Transaction Specialist

    2 days ago

    Batangas, Calabarzon, Philippines beBeeBookkeeper Full time ₱7,200 - ₱8,800

    Job Title: Financial Transaction SpecialistWe are seeking a detail-oriented and organized individual to join our team as a Financial Transaction Specialist. The successful candidate will be responsible for handling daily financial transactions, maintaining accurate records, and processing payroll.Responsibilities:Accurately enter financial transactions into...