Current jobs related to Financial Services Coordinator - Taguig, National Capital Region - Sun Life Financial

  • Financial Services Coordinator

    3 days ago

    Taguig, National Capital Region, Philippines Wills International Sales Corporation Full time

    Financial Services CoordinatorThe successful candidate will have a proven track record of coordinating financial operations, ensuring seamless execution of banking activities, and providing exceptional customer service.ResponsibilitiesCoordinate with internal departments to process cash receipts and disbursements, maintain accurate financial records, and...

  • Financial Services Representative

    4 days ago

    Taguig, National Capital Region, Philippines JHL Financial Solutions Part time

    Key ResponsibilitiesClient Acquisition & ProspectingIdentify and connect with potential clients through networking, referrals, and strategic prospecting efforts.Conduct financial needs assessments to understand clients' goals, risk tolerance, and current financial situation.Present and explain financial products and services, demonstrating how they align...

  • Financial Analysis Coordinator

    3 days ago

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

    Are you passionate about helping others achieve their financial goals? Do you have excellent analytical skills and experience in data extraction, review, and analysis using defined parameters? If so, we'd love to hear from you!We're Sun Life, a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and...

  • Financial Services Coordinator

    6 days ago

    Taguig, National Capital Region, Philippines LCG Group of Companies Full time

    Job OverviewAt LCG Group of Companies, we are seeking a highly skilled Financial Services Coordinator to join our team. This role is responsible for creating and reviewing sales orders for parts and units invoicing.Key Responsibilities:- Create and review sales orders for parts and units invoicing- Send approval requests of sales order created in NAV- Review...

  • Financial Services Coordinator

    2 weeks ago

    Taguig, National Capital Region, Philippines Skills and Talent Employment Pool Inc. (STEP) Full time

    At Skills and Talent Employment Pool Inc. (STEP), we are seeking a highly skilled Financial Services Coordinator to join our team.The ideal candidate will have experience in financial statement preparation, data entry, and reconciliation tasks.We are looking for someone who is detail-oriented, organized, and able to work under...

  • Financial Services Coordinator

    8 hours ago

    Taguig, National Capital Region, Philippines beBee Careers Full time

    Job Summary:We are seeking a detail-oriented and organized professional to join our team as a Financial Services Coordinator. In this role, you will be responsible for handling daily customer concerns with detailed, polite, and empathetic communication to ensure customer retention.You will also be responsible for working closely with cross-functional...

  • Financial Services Coordinator

    2 weeks ago

    Taguig, National Capital Region, Philippines Metrobank Full time

    At Metrobank, we are dedicated to delivering exceptional service to our corporate customers. Our team of professionals is committed to providing efficient loan and trade transaction services that meet the bank's objectives.Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team. The successful...

  • Financial Services Coordinator

    3 days ago

    Taguig, National Capital Region, Philippines J&T Express Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Financial Services Coordinator to join our team. In this role, you will assist in managing all aspects of a company's activities involving credit (Accounts Receivables) given to clients and customers.Responsibilities:Support staff with motivation, strategy, and direction to meet the company's...

  • Senior Financial Services Specialist

    1 week ago

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

    At Sun Life, we're driven to help clients achieve lifetime financial security and live healthier lives. Our purpose is centered around empowering individuals to thrive in their careers and personal lives.We're a global company with 30,000 employees across 26 countries, committed to driving innovation and making a meaningful impact locally and worldwide. As a...

  • Financial Operations Coordinator

    2 days ago

    Taguig, National Capital Region, Philippines beBee Careers Full time

    About the Role">The Financial Operations Coordinator plays a vital role in supporting the Financial Operations team to deliver high-quality financial services to the business.Key responsibilities include providing administrative support, preparing financial reports, and coordinating financial activities. The successful candidate will have strong...

  • Financial Accountant Specialist

    2 weeks ago

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

    Job Description:The role of a Finance Specialist at Sun Life is to participate in the financial statement closing process, including preparation/processing of journal entries, financial and management reports. Additionally, the candidate will specialize in financial accounting and reporting, providing timely and value-adding financial information required by...

  • Financial Services Coordinator

    8 hours ago

    Taguig, National Capital Region, Philippines beBee Careers Full time

    **Job Summary:**We are seeking a highly skilled individual to fill the position of Financial Analyst. As a key member of our team, you will be responsible for delivering services to clients by providing a wide range of financial services such as bookkeeping, data processing, data analysis, and reconciliation.The ideal candidate will have a strong background...

  • Financial Services Representative

    1 week ago

    Taguig, National Capital Region, Philippines Manpower Outsourcing Services, Inc. Full time

    As a Financial Services Representative at Manpower Outsourcing Services, Inc., you will play a critical role in delivering exceptional customer experiences while providing expert financial services. This includes handling a wide range of account inquiries, conducting needs assessments, and offering tailored financial solutions.Primary Responsibilities:Build...

  • Service Management Expert

    4 days ago

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

    Job OverviewWe are seeking a highly skilled Service Management Expert to join our team at Sun Life Financial. In this role, you will play a key part in supporting the Service Management Excellence Team by providing business analysis expertise and operational support for all ITSM processes within the Asia Service Management Team.Your primary responsibility...

  • Financial Services Coordinator

    2 weeks ago

    Taguig, National Capital Region, Philippines American Express Full time

    What We're Looking ForWe're looking for a talented and experienced professional to join our team as a Card Onboarding Analyst.The successful candidate will have a proven track record of success in a financial or compliance environment, with strong analytical skills and attention to detail.You'll be responsible for:Ensuring that new applications meet internal...

  • Financial Services Quality Assurance Specialist

    1 week ago

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

    Sun Life is a leading provider of financial services, and we're looking for talented professionals to join our team. As a Customer Experience Expert - English Operations, you'll play a pivotal role in shaping our customers' experiences by developing and implementing innovative solutions to meet their evolving needs.You'll work closely with stakeholders to...

  • Financial Services Expert

    1 week ago

    Taguig, National Capital Region, Philippines Arch Global Services (Philippines) Inc. Full time

    We are seeking a talented Financial Services Expert to join our Corporate Finance team at Arch Global Services (Philippines) Inc.About the RoleAs a Senior Financial Analyst, you will be responsible for providing financial support to our team, including preparing financial reporting schedules, reports, and journal entries. You will also work closely with our...

  • Financial Reporting Professional

    6 days ago

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

    Regional Accounting SpecialistWe are looking for a highly skilled Regional Accounting Specialist to join our team at Sun Life Financial. In this role, you will be responsible for helping FR Head liaise and coordinate with internal auditors, external auditors, and tax professionals for audit & regulatory compliance.The ideal candidate will have a strong...

  • Financial Consultant

    2 weeks ago

    Taguig, National Capital Region, Philippines One Apex Financial Planners Full time

    About One Apex Financial Planners: We are a dedicated team of professionals committed to helping our clients achieve their financial goals. Our mission is to provide tailored financial solutions that meet the unique needs and circumstances of our clients.Job DescriptionKey Responsibilities:Client Service - Provide personalized financial advice and guidance...

  • Financial Analyst

    2 weeks ago

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

    As a key member of the Sun Life Financial team, you will play a vital role in ensuring timely and accurate invoicing to our clients. The Billing Analyst will be responsible for preparing regular monthly, quarterly and annual invoices issued to our clients in the Fees and Billing Team.This includes coordinating and managing fee information requests from...

Financial Services Coordinator

3 weeks ago

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

We are seeking a highly motivated and organized individual to fill the role of Investment Cash Manager. As a key member of our finance team, you will be responsible for managing cash inflows and outflows, investing excess funds, and ensuring liquidity across the organization. Your excellent analytical skills and ability to work under pressure will enable you to meet deadlines and deliver results in a fast-paced environment.

Key Responsibilities:
  1. Cash Inflow and Outflow Management: Prepares cash inflow and outflow forecasts, manages cash balances, and invests surplus funds
  2. Ensures liquidity across the organization by managing cash positions and anticipating future cash needs
  3. Develops and implements cash management policies and procedures to minimize risk and maximize returns
Qualifications and Experience:
  • Bachelor's degree in Finance or Accounting
  • At least 3 years of experience in treasury operations or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills