Financial Services Specialist

Job Title: Financial Services SpecialistLocation: RemoteEmployment Type: Full-TimeOverviewWe are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our accounting department, you will be responsible for performing financial transactions with accuracy and attention to detail.Key ResponsibilitiesPerform bookkeeping...

Confers with the customers by telephone, email, in person in order to provide information about products and services.Keep records of customers interactions and transactions, recording details of inquiries, complaints and comments, as well as actions taken.Ensures that appropriate responses were made to resolve customers' problem.Refers customer's concerns...

Financial Consolidation Specialist Location: Makati Full-time | Hybrid Bachelor's Degree in Accountancy or Management Accounting, and related fieldAbout the RoleWe are seeking a detail-oriented and results-driven Financial Consolidation Specialist to join our Finance team. This role is responsible for ensuring accurate, timely, and compliant financial...

JOB SUMMARY: The Finance Operations Specialist is responsible for executing the day-to-day financial transactions for a Strategic Business Unit (SBU), ensuring accuracy and efficiency in financial transactions and reporting. Individuals in this role may have primary responsibility for one or more of the following functions: accounts payable/receivable,...

Prepares and processes payments for telecom, rentals, supplies, and services on time using the accounting system.Oversees centralized mail operations and coordinates with couriers to ensure timely deliveries and issue resolution.Assists in preparing purchase requisitions and coordinates with Procurement for specs, costing, and delivery.Acts as alternate for...

Job Summary:The Financial Planning and Accounting Specialist position supports financial planning and management reporting. The role includes developing ad hoc scenario and sensitivity analyses to support financially informed decision-making. This position works and coordinates cross-functionally to support strategic and commercial initiatives.Key...

Customer Support ProfessionalWe are seeking a customer-oriented support professional fluent in English to join our team. As part of this role, you will be helping clients manage and optimize their retirement plans using the latest AI-driven technology in the financial services industry.Main ResponsibilitiesProvide prompt, accurate support via phone, email,...

Job DescriptionThe role of a Loan Officer involves the approval and processing of loans within specified limits. Additionally, loan applications exceeding those limits are referred to management for further approval.Obtaining information for loan applications and answering questions about the process is also an essential part of this role.Explaining...

Meet mandatory sales metrics through the sale of quality businesses and support the company's mission to provide financial planning to the public. Maintain professionalism and abide by the policies set by the company and its regulators, including interactions with bank partners and clients.Responsibilities:Undertake financial planning interviews Analyze,...

Job Title: Accounts Payable / Accounts Receivable SpecialistThis role empowers growing businesses by providing outsourced financial services, fractional finance leadership, and tax optimization. Our team partners with clients to deliver timely, accurate accounting data and informed business decisions.The successful candidate will manage both accounts payable...