Financial Portfolio Specialist
1 week ago
Filinvest Group: A Leading Real Estate Developer
Job Summary:The Financial Portfolio Specialist plays a vital role in ensuring the company maintains a healthy current account portfolio. Key responsibilities include:
- Calling past due accounts to persuade clients to settle their overdue payments within a specific timeframe.
- Endorsing accounts qualified for cancellation.
- Conducting initial evaluations before requesting revival of accounts.
- Reconciling unposted or incorrectly posted payments to ensure accurate credit to contracts.
This position requires frequent negotiation and persuasion skills to convince clients to pay while maintaining a professional and trustworthy demeanor.
Key Functions and Duties:- Call or email past due accounts to encourage timely payment.
- Answer incoming calls and emails from past due and cancelled accounts to assist with resolving payment concerns.
- Evaluate past due accounts to determine eligibility for payment or cancellation, if necessary.
- Perform initial account reviews based on client historical correspondences and payment behavior to recommend payment arrangements or revive inactive accounts.
- Resolve discrepancies in unposted or incorrectly posted payments.
We are offering a competitive salary for this role, estimated to be around $25,000 - $35,000 per annum, depending on location and experience.
-
Financial Portfolio Specialist
4 weeks ago
Mandaluyong City, National Capital Region, Philippines Filinvest Group Full timeFilinvest Group is a reputable conglomerate in the Philippines, and we are seeking a highly skilled Financial Portfolio Specialist to join our team.The ideal candidate will have exceptional negotiation and persuasion skills, with the ability to communicate effectively with clients and resolve payment concerns in a professional and trustworthy manner.Key...
-
Financial Portfolio Specialist
4 weeks ago
Makati City, National Capital Region, Philippines Prulife UK Full timeAbout the RoleWe are seeking a skilled Financial Portfolio Specialist to join our team at Prulife UK. This is an exciting opportunity to work with clients, assessing their financial needs and providing tailored insurance solutions.
-
Financial Reporting Specialist
1 month ago
Mandaluyong City, National Capital Region, Philippines Whiteport,Inc Full timeJob Role: Financial Reporting SpecialistAt Whiteport,Inc, we are seeking a detail-oriented Financial Reporting Specialist to join our team. The successful candidate will be responsible for the timely preparation of accounting reports and ensuring statutory compliance with government regulatory agencies.Key Responsibilities:Prepare and review financial...
-
Financial Operations Specialist
1 week ago
Mandaluyong City, National Capital Region, Philippines OUTSOURCING COMPANY Full timeJob SummaryWe are seeking a skilled Financial Operations Specialist to join our team. The successful candidate will be responsible for conducting regular audits on various financial records and preparing compliance reports.
-
Senior Financial Services Specialist
6 days ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Services Specialist to join our team at Sun Life Grepa Financial, Inc. In this role, you will be responsible for conducting comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.Key ResponsibilitiesDeliver exceptional...
-
Financial Operations Specialist
1 month ago
Mandaluyong City, National Capital Region, Philippines Miranda Human Resources Services Full timeFinancial Account SpecialistWe are seeking a highly skilled Financial Account Specialist to join our team at Miranda Human Resources Services. In this role, you will be responsible for providing accurate information regarding products, services, and policies.Main Responsibilities:Assist customers in resolving issues and processing orders.Document all...
-
Financial Transaction Specialist
7 days ago
Mandaluyong City, National Capital Region, Philippines Metacom Full timeAt Metacom, we are seeking a highly skilled Financial Transaction Specialist to join our team. In this role, you will play a crucial part in ensuring the smooth operation of our financial transactions.About the RoleThis is a full-time position that offers a competitive salary of $65,000 per year. As a Financial Transaction Specialist, you will be responsible...
-
Financial Reporting Specialist
4 days ago
Mandaluyong City, National Capital Region, Philippines Romago Incorporated Full timeJob Summary:We are seeking a skilled Financial Reporting Specialist to join our team at Romago Incorporated. This is a unique opportunity for a dedicated professional to make a meaningful contribution to our financial operations.About the Role:This role will be responsible for ensuring compliance with all accounting and financial regulations, as well as...
-
Quezon City, National Capital Region, Philippines Interlink Global Talent Full timeAbout Interlink Global TalentWe specialize in providing skilled offshore staffing solutions to businesses across diverse industries. Our team of highly trained professionals, located in the Philippines, seamlessly integrates with companies in the United States, offering a unique and cost-effective approach to meet staffing needs.Job OverviewThe Strategic...
-
Financial Operations Specialist
2 months ago
Mandaluyong City, National Capital Region, Philippines GELDC Global Solutions Incorporated Full timeKey Responsibilities:As a Financial Operations Specialist at GELDC Global Solutions Incorporated, you will be responsible for managing business financial cashflow and accounting. This includes:Managing financial transactions and ensuring accurate financial reportingProviding financial analysis and insights to support business decisionsDeveloping and...
-
Financial Operations Specialist
1 month ago
Mandaluyong City, National Capital Region, Philippines Skin+ Nutrition Inc. Full timeJob Summary:We are seeking a highly skilled Financial Operations Specialist to join our team at Skin+ Nutrition Inc. The successful candidate will be responsible for processing day-to-day transactions, monitoring accounts receivable, and ensuring all payments occur on time.Key Responsibilities:-Process and monitor financial transactions, including accounts...
-
Financial Data Specialist
1 week ago
Mandaluyong City, National Capital Region, Philippines Compliant Business Processing Philippines Inc. Full timeThe Accounts Payable/Receivable Specialist role at Compliant Business Processing Philippines Inc. offers an exciting opportunity to join our team in managing the financial records of clients.With a strong focus on accuracy and attention to detail, this position requires the handling of financial records, including accounts management and invoice...
-
Financial Operations Specialist
2 weeks ago
Mandaluyong City, National Capital Region, Philippines Romago Incorporated Full timeWe are looking for a highly skilled Financial Operations Specialist to join our team at Romago Incorporated. This role is based in Mandaluyong City area.The ideal candidate will have a strong background in accounting and finance, with experience in financial reporting, budgeting, and financial analysis. They will be responsible for maintaining accurate...
-
Financial Operations Specialist
2 weeks ago
Mandaluyong City, National Capital Region, Philippines Hunter's Hub Inc. Full timeJob OverviewHunter's Hub Inc. is seeking an experienced Financial Operations Specialist to join our team. This role plays a critical part in the organization's financial performance and success.About YouTo be successful in this role, you will need a strong educational background in Accounting or Finance and relevant work experience. Proficiency in using...
-
Financial Operations Specialist
1 week ago
Mandaluyong City, National Capital Region, Philippines GELDC Global Solutions Incorporated Full timeJob SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at GELDC Global Solutions Incorporated.Key ResponsibilitiesManage business financial cash flow and accounting operations with expertise in construction and trading business.Maintain high levels of accuracy and attention to detail in financial transactions and...
-
Financial Operations Specialist
1 month ago
Mandaluyong City, National Capital Region, Philippines OnoPoke Food Shop Full timeAbout the Role:We are seeking a highly skilled and experienced Financial Operations Specialist to join our team at OnoPoke Food Shop.Key Responsibilities:Provide accounting and administrative support to the management team.Manage financial systems, including BIR, POS, and bookkeeping.Coordinate HR functions and overall administrative tasks.Resolve problems...
-
Financial Planning Specialist
3 weeks ago
Mandaluyong City, National Capital Region, Philippines Drake International Philippines Full timeJob Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our growing team in Mandaluyong City. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to work effectively in a fast-paced environment.About Drake International PhilippinesDrake's progressive...
-
Financial Analyst Specialist
3 weeks ago
Mandaluyong City, National Capital Region, Philippines Romago Incorporated Full timeJob Description:At Romago Incorporated, we seek a skilled and detail-oriented Financial Analyst Specialist to join our team. This role is responsible for maintaining the company's financial health by performing various tasks.Responsibilities:- Ensure compliance with all relevant accounting and financial regulations, both locally and internationally.- Analyze...
-
Financial Operations Specialist
1 week ago
Mandaluyong City, National Capital Region, Philippines Joneco Tech Marketing Corp Full timeJob SummaryWe are seeking an experienced Financial Operations Specialist to join our team at Joneco Tech Marketing Corp. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing journal entries and account reconciliations, and contributing to the development of annual operating...
-
Financial Operations Specialist
2 weeks ago
Mandaluyong City, National Capital Region, Philippines Toyota Shaw Inc Full timeJob DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team at Toyota Shaw Inc.About the Role:The successful candidate will be responsible for timely processing, recording and monitoring of insurance transactions.Key Responsibilities:Process and record financial transactions in accordance with company policies and...