Senior Financial Coordinator

2 weeks ago


Taguig, National Capital Region, Philippines beBeeAdministrative Full time ₱400,000 - ₱800,000
Job Title

Financial Planning Assistant

About the Role

The successful candidate will possess a strong background in finance with at least 5 years of experience in completing financial and administrative tasks.

  • Prepare and lodge forms and documentation for superannuation, investments, insurance, and other financial products as directed.
  • Track implementation tasks and follow up on outstanding items.
  • Manage internal databases and update client records in line with compliance requirements.
  • Draft emails and client correspondence for adviser review.
  • Assist with report generation and other general admin tasks.

The ideal candidate should be proficient in MS Office, with excellent communication and collaboration skills. Prior experience with Paraplanning in Australia is highly preferred.

Key Responsibilities

The role involves working closely with experienced advisors to tailor financial strategies to individual needs, offering comprehensive wealth management services.

This includes providing specialized advice in areas such as medical retirement planning, Special Disability Trusts, and Expert Witness Reports.

Skills and Qualifications

The ideal candidate should possess:

  • A strong background in finance.
  • At least 5 years of experience in completing financial and administrative tasks.
  • Proficiency in MS Office.
  • Excellent communication and collaboration skills.
  • Prior experience with Paraplanning in Australia is highly preferred.


  • Taguig, National Capital Region, Philippines beBeeAccountant Full time A$18,000 - A$24,000

    Financial Operations Coordinator Job DescriptionThis is a role that involves supporting and facilitating the week-to-week accounts for our South East Queensland Markets and Events.Main Responsibilities:Manage day-to-day financial operations, including accounts payable, accounts receivable and payroll processing, rent roll/property accounts payable and...

  • Financial Coordinator

    2 weeks ago


    Taguig, National Capital Region, Philippines beBeeFinancial Full time ₱1,800,000 - ₱3,000,000

    Job Title: Financial CoordinatorAre you looking for a challenging role that involves financial coordination and administration? As a Financial Coordinator, you will be responsible for managing the day-to-day financial activities of our company.This is an exciting opportunity to join our team and contribute to our success. If you have a passion for finance...


  • Taguig, National Capital Region, Philippines beBeeAdministrative Full time $16,000 - $18,000

    Job OverviewThe company is a thriving real estate firm focused on delivering exceptional service and expanding its network of agents across the U.S.This is a vital role where you will be responsible for maintaining financial accuracy and ensuring smooth administrative processes across multiple companies.Maintain and reconcile financial records, ensuring...


  • Taguig, National Capital Region, Philippines beBeeFinancial Full time ₱500,000 - ₱1,000,000

    Job Title: Senior Financial AnalystA challenging role in a fast-paced organization is available for an experienced financial analyst. As a senior accountant, you will be responsible for handling transformation projects across finance and accounting.Key responsibilities include contributing to the overall continuous improvement of accounting practices,...


  • Taguig, National Capital Region, Philippines beBeeFinancial Full time ₱600,000 - ₱1,200,000

    Job Title: Senior Financial Management SpecialistJob Overview:We are seeking a highly skilled financial management specialist with expertise in accounting, finance, reporting, and executive support. The ideal candidate must possess strong proficiency in Excel for financial analysis, be experienced with enterprise resource planning systems, and be capable of...

  • Financial Coordinator

    2 weeks ago


    Taguig, National Capital Region, Philippines beBeeBookkeeper Full time ₱250,000 - ₱400,000

    Job Summary:">We are seeking an experienced Financial Coordinator to manage day-to-day financial transactions, prepare accurate reports, and handle communication with clients. This role requires excellent organizational skills, attention to detail, and the ability to work independently in a fast-paced environment.Key Responsibilities:">Maintain and update...


  • Taguig, National Capital Region, Philippines Sun Life Financial Full time

    You are as unique as your background, experience, and point of view. Here, you'll be encouraged, empowered, and challenged to be your best self. You'll work with dynamic colleagues—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Taguig, National Capital Region, Philippines beBeeBookkeeper Full time ₱600,000 - ₱800,000

    Job Title: Senior Financial Operations ManagerSenior Bookkeeper Role OverviewWe're seeking an experienced Senior Bookkeeper to manage complex bookkeeping tasks, ensuring accuracy and efficiency across our clients' financial processes.This senior-level role involves overseeing day-to-day bookkeeping activities, managing BAS lodgements, reconciliations,...


  • Taguig, National Capital Region, Philippines beBeeFinancial Full time ₱500,000 - ₱700,000

    Patient Financial Outreach Coordinator Job Description">We are seeking a reliable and detail-oriented Patient Financial Outreach Coordinator to join our team in ensuring patients are informed about their financial responsibilities prior to appointments.This role plays a critical part in accurately documenting all financial communications in the Electronic...


  • Taguig, National Capital Region, Philippines beBeeAccounting Full time $90,000 - $120,000

    Job Title: Senior Accounting ProfessionalAbout the RoleWe are seeking a highly skilled and experienced Senior Accounting Professional to support our finance team in maintaining accurate financial records, ensuring compliance with accounting standards and best practices. This is a critical role that requires strong analytical skills, attention to detail, and...