Total 339 Financial Analyst job vacancies in Administrative / Clerical category in The United States of America

OCBC opens doors to new opportunities.

Start your career with OCBC as a Senior Personal Financial Consultant!

At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today!

Global Consumer Financial Services serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Singapore, our customer proposition caters to different life-stages and needs, ranging from Mighty Savers for children and young families, FRANK by OCBC for youths and young working adults to OCBC Premier Banking for affluent individuals. Besides being the pioneer in various banking products and services which include FRANK by OCBC, full-service Sunday Banking and our award-winning Online Banking, we are also the market leader for Bancassurance sales.

What is it like being a Senior Personal Financial Consultant at OCBC?

As a Senior Personal Financial Consultant, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers’ needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.

To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.

As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.

Qualifications:

The successful candidate should be able to demonstrate the following selection criteria:

• Preferably has a Degree or a Diploma with more than 2 years of relevant retail banking sales experience and proven sales records
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.

OCBC opens doors to new opportunities.

Start your career with OCBC as a Personal Financial Consultant!

At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today!

Global Consumer Financial Services serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Singapore, our customer proposition caters to different life-stages and needs, ranging from Mighty Savers for children and young families, FRANK by OCBC for youths and young working adults to OCBC Premier Banking for affluent individuals. Besides being the pioneer in various banking products and services which include FRANK by OCBC, full-service Sunday Banking and our award-winning Online Banking, we are also the market leader for Bancassurance sales.

What is it like being a Personal Financial Consultant at OCBC?

As a Personal Financial Consultant, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers’ needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.

To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.

As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.

Qualifications:

The successful candidate should be able to demonstrate the following selection criteria:

• Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.
• Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for senior position.

Job Responsibilities:

· Providing of support to Administration Manager

· Attending and receiving of guests at the reception

· Meeting room booking and arranging of refreshments where necessary

· Inputing data into Workday

· Calendar management and visa applications

· Handling of travel arrangement, access cards and meeting room management

· Providing of admin support, including dealing with suppliers and mail

· Assist with presentation slides, compliance documents and daily/monthly reports

· Supporting on daily BAU tasks

· Adhoc tasks and projects as assigned

Job Requirements

· Minimum Diploma in a related discipline

· Minimum 3 years of relevant experience

· Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to joseph.koh@ambition.com.sg

Attention to Joseph Koh Wei Jie (R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. License Number: 10C5117

Aethir is a leading technology company specializing in AI, Blockchain Gaming, and Decentralized Physical Infrastructure Networks (DePIN). We are dedicated to pushing the boundaries of innovation and creating impactful solutions that shape the future.

We are seeking a dedicated and highly organized Personal Assistant to provide comprehensive support to our Chief Financial Officer (CFO). As a Personal Assistant to the Chief Financial Officer (CFO) at Aethir, you will be responsible for managing a wide range of administrative and personal tasks to ensure the smooth and efficient operation of the Chief Financial Officer (CFO)'s daily life.

Responsibilities

• Provide comprehensive administrative support to the CFO, including managing calendars, scheduling meetings, and handling correspondence.
• Assist in coordinating and managing projects, ensuring deadlines are met and objectives are achieved.
• Conduct research, prepare reports, and draft documents as required.
• Maintain confidentiality of sensitive information and exercise discretion in all communications.
• Liaise with internal stakeholders and external partners as needed.
• Assist in organizing and attending meetings, taking minutes, and following up on action items.
• Handle ad hoc tasks and projects as assigned by the CFO.

• Bachelor's degree in Business Administration, Finance, or related field.
• Proven experience as a Personal Assistant or similar role, preferably supporting C-level executives.
• Strong project management skills with the ability to multitask and prioritize effectively.
• Some knowledge of legal and finance concepts.
• Excellent communication skills, both written and verbal, with fluency in Mandarin is mandatory to communicate with internal stakeholders.
• High level of attention to detail and excellent follow-up skills.
• Proficiency in Microsoft Office Suite and other relevant software.
• Ability to work independently with minimal supervision.
• Professional demeanor with a positive attitude and strong work ethic.

• Hypergrowth Startup Environment
• Fantastic Career Progression Opportunities
• Work within a Global and Local Team

As a Fund Administration Analyst, you will play a pivotal role in managing and administering investment funds. Your responsibilities will encompass various tasks related to fund operations, compliance, customer service, and reporting. This role demands meticulous attention to detail, strong analytical skills, and the ability to deliver exceptional service to clients while ensuring regulatory adherence.

Key Responsibilities:

1. Oversee day-to-day fund operations, including processing subscriptions, redemptions, and transfers accurately and efficiently.
2. Maintain meticulous records of fund activity and holdings to facilitate accurate reporting and analysis.
3. Liaise with treasury team to monitor cash flows and ensure timely settlement of transactions to maintain liquidity.
4. Act as the primary point of contact for clients, promptly addressing inquiries and providing comprehensive assistance on fund-related matters.
5. Foster strong client relationships by delivering exceptional service and demonstrating expertise in fund administration.
6. Collaborate with internal teams to ensure client needs are met efficiently and effectively.
7. Ensure compliance with regulatory requirements and internal policies governing fund operations, including AML (Anti-Money Laundering) and KYC (Know Your Customer) regulations.
8. Support in regular compliance reviews and audits to identify and address potential issues proactively.
9. Assist in the preparation of financial statements, NAV (Net Asset Value) calculations, and other fund performance metrics with a keen eye for accuracy and detail.
10. Conduct thorough variance analysis and reconcile discrepancies to ensure the integrity of financial reports.

Qualifications:

1. Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
2. At least 3 years of experience in fund administration, investment operations, or financial services
3. Strong understanding of fund structures, regulatory requirements, and industry best practices.
4. Excellent communication and interpersonal skills, with a focus on delivering exceptional customer service.
5. Detail-oriented with a commitment to accuracy and quality.
6. Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.

Additional Information:

This position may require occasional overtime or weekend work, particularly during peak periods such as month-end or quarter-end closings.

The Opportunity

• Opportunity to work in well-known MNC, Resume Booster!
• Working Hours: Monday - Friday, 9am-6pm
• Location: Central
• Duration: 3 months – 6 months
• Salary: Up to $2100

The Requirement:

• GCE A level and above
• Able to start work immediately!
• Able to commit 3-6 months.
• Meticulous with a keen eye for details
• Great communication skills

Job Description:

• Handling incoming and outgoing correspondence, including mail, emails, and phone calls.
• Collecting, cleaning, and analyzing large datasets to identify trends, patterns, and correlations.
• Tagging of actual actual company product to quantify stock
• Assisting in the preparation of reports, presentations, and documents.
• Coordinating meetings and events, including booking venues and arranging catering.
• Performing basic bookkeeping tasks, such as managing invoices and expense reports
• Assisting with other administrative tasks and projects as needed.

Next Step

• Prepare your updated resume, click "apply" or send to Eugene.See@adecco.com
• *Only shortlisted candidates will be contacted.

Job Responsibilities

As a Home Loan Specialist within the Core Banking business, you will be responsible for developing UOB’s mortgage loans portfolio while providing excellent end-to-end loan advisory to our customers. You are expected to achieve individual sales targets while ensuring accurate and timely completion of the entire sales and compliance process.

Specific responsibilities include:

• Provide loan advisory and solutions to meet the property financing needs of UOB’s retail customers
• Acquire new customers through cold-calling, referrals and active participation in road shows
• Develop strong alliances with branch/channel staff, property agents, lawyers and developers to build a strong base of referrals
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies and business processes

Job Requirements

• A recognised University Degree/Diploma
• Prior experience in property and/or consumer mortgage sectors is highly preferred.
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision
• Candidates may be required to work on weekends

Responsibilities:

• Act as clients’ main point of contact for AML and KYC related matters and be an expert on the relevant policies and procedures with a sound understanding of the local regulatory requirements.
• Obtain and review the appropriate documentation and reference data ensuring regulatory aspects of AML and KYC are completed before entering deals.
• Prepare clients for entering deals by explaining and articulating the level of documentation and regulations required and works closely with internal departments such as Compliance and Centre of Excellence ensuring all necessary requirements are met and red flags or alerts are escalated in a timely manner while delivering satisfaction to client needs.
• Ensures CRS form, tax documentation and other related documents are received from clients and validated by internal departments.
• Effectively manage deal flow in a time sensitive and often pressurized environment.
• Participate in project management activities such as reporting, planning, issue/risk tracking, scheduling, effort estimation and tracking plus other preparatory work like UAT.
• Update progress to team, highlights issues/gaps or potential task delays and makes recommendations for improvement.
• Reviews control reports to effectively mitigate risks and resolve problems from the client onboarding process.
• Responsible for complex, and/or global client profiles.
• No direct reports and provides guidance to less experienced colleagues as needed.

Requirements:

• Bachelor’s degree in Business Administration/Banking/Accounting/Finance, or any relevant field.
• At least 5-7 years of total work experience in managing corporate client onboarding is good to have.
• Experience in the financial sector, front office KYC and onboarding, or client-facing/project management is good to have
• Good research and analytical skills, be able to work independently and be resourceful when it comes to resolution of various issues.
• Knowledge on OFAC, CRS and tax documentation is good to have.

Interested Applicants, please email your resume to rupa.kankariya@manpower.com.sg (R1441955), stating the position as the subject title in the email. All Applications will be handled with strict confidentiality.

Responsibilities:

• Act as clients’ main point of contact for AML and KYC related matters and be an expert on the relevant policies and procedures with a sound understanding of the local regulatory requirements.
• Obtain and review the appropriate documentation and reference data ensuring regulatory aspects of AML and KYC are completed before entering deals.
• Prepare clients for entering deals by explaining and articulating the level of documentation and regulations required and works closely with internal departments such as Compliance and Centre of Excellence ensuring all necessary requirements are met and red flags or alerts are escalated in a timely manner while delivering satisfaction to client needs.
• Ensures CRS form, tax documentation and other related documents are received from clients and validated by internal departments.
• Effectively manage deal flow in a time sensitive and often pressurized environment.
• Participate in project management activities such as reporting, planning, issue/risk tracking, scheduling, effort estimation and tracking plus other preparatory work like UAT.
• Update progress to team, highlights issues/gaps or potential task delays and makes recommendations for improvement.
• Reviews control reports to effectively mitigate risks and resolve problems from the client onboarding process.
• Responsible for complex, and/or global client profiles.
• No direct reports and provides guidance to less experienced colleagues as needed.

Requirements:

• Bachelor’s degree in Business Administration/Banking/Accounting/Finance, or any relevant field.
• At least 5-7 years of total work experience in managing corporate client onboarding is good to have.
• Experience in the financial sector, front office KYC and onboarding, or client-facing/project management is good to have
• Good research and analytical skills, be able to work independently and be resourceful when it comes to resolution of various issues.
• Knowledge on OFAC, CRS and tax documentation is good to have.

Jireli Gem Mejia Cabria EA License No.: 02C3423 Personnel Registration No.: R1434374

Please note that your response to this advertisement and communications with us pursuant to this advertisement will constitute informed consent to the collection, use and/or disclosure of personal data by ManpowerGroup Singapore for the purpose of carrying out its business, in compliance with the relevant provisions of the Personal Data Protection Act 2012. To learn more about ManpowerGroup's Global Privacy Policy, please visit https://www.manpower.com.sg/privacy-policy

Job Duties:

• Monitor office supplies, place supply orders when necessary
• Monitor and log office expenses and costs
• Manage all vendor invoices including timely payments, manage relationship with the external vendors
• Provides administrative support for senior leaders mainly being responsible for coordination of meetings, travel arrangements, expense processing, coordinating logistics for visiting global management
• Provide facilities management support for efficient and effective delivery of logistics and support services to the office environment
• Liaise with travel management companies to coordinate all aspects of travel arrangements and hotel reservations for domestic and international trips; application for visas;
• Other ad hoc administrative duties as assigned

Job Requirements:

• Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, any field.
• Minimum 3 years and above experience in administrative/secretarial/receptionist experience
• Strong communication skills and able to work in fast paced environment
• Experience with team and people management
• Good command of spoken and written English
• Full-Time position(s) available.

Interested applicants please send your resume in MS Words format and attention it to Tan Joanna (R1104661)

Short listed candidates will be notified

www.ambition.com.sg

EA Registration Number: R1104661

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. Licence Number: 10C5117

The Opportunity

• Opportunity to work in well-known MNC, Resume Booster!
• Working Hours: Monday - Friday, 9am-6pm
• Location: Central
• Duration: 3 months – 6 months
• Salary: Up to $2100

The Requirement:

• GCE A level and above
• Able to start work immediately!
• Able to commit 3-6 months.
• Meticulous with a keen eye for details
• Great communication skills

Job Description:

• Handling incoming and outgoing correspondence, including mail, emails, and phone calls.
• Collecting, cleaning, and analyzing large datasets to identify trends, patterns, and correlations.
• Tagging of actual actual company product to quantify stock
• Assisting in the preparation of reports, presentations, and documents.
• Coordinating meetings and events, including booking venues and arranging catering.
• Performing basic bookkeeping tasks, such as managing invoices and expense reports
• Assisting with other administrative tasks and projects as needed.

Next Step

• Prepare your updated resume, click "apply" or send to Eugene.See@adecco.com
• *Only shortlisted candidates will be contacted.

Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path to achieve their personal financial goals and objectives. Our MAS regulated Financial Advisors pride themselves on providing professional and unbiased financial advice that helps our clients create and protect their wealth.

Why GFC?:

- Training & Support Provided – We ensure that you’re given opportunities to succeed

- Career Advancement Opportunities

- Quarterly Team-Building Initiatives

- Close-Knit Environment

- Opportunity to work with a diverse team

Job Responsibilities:

· Clerical receptionist duties such as filing, scanning, uploading and renaming of documents

· Booking of meeting rooms and attending to clients arriving for meetings

· Maintain clean reception area, meeting rooms and pantry

· Serving drinks and directing client to meeting rooms before informing Financial Advisors

· Ordering and monitoring of office, pantry and toilet supplies

· Create Purchase Orders for any ordering of office supplies and follow up with the invoices

· Coordinating all other front desk activities

· Collecting and segregating mails daily

· Mail out cheques and dropping off cheques at quick cheque deposit box

· Arranging for local and overseas couriers

· Provide administrative support to admin and accounting department

· Data entry duties

· Submitting business to providers

· Any other adhoc duties

Job Requirements:

· Candidate must possess at least GCE 'O' Level/Nitec, Higher Nitec/Diploma in any field

· Minimum 2 years related experience as a receptionist/administrative role

· Must be IT savvy and proficient in Microsoft Office

· Good interpersonal and communication skills

· Independent, initiative, responsible, attention to detail

· Ability to multi-task and work in a fast-paced environment

· Energetic and eager to learn new skills

· Great teamwork among peers

· Able to start work immediately

Note: Shortlisted candidates may be required to go through an Assessment Test to assess your typing and coordination abilities

GFC is an equal opportunity employer and we value diversity at our company. We do not discriminate against employees based on race, color, religion, sex, national origin, age, disability or genetic information.

We regret to inform that only shortlisted candidates will be contacted.

Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path to achieve their personal financial goals and objectives. Our MAS regulated Financial Advisors pride themselves on providing professional and unbiased financial advice that helps our clients create and protect their wealth.

Job Responsibilities:

• Prepare commission spreadsheet
• Data entry, invoicing and filing records
• Handle partial set of account (AP & AR), Payroll etc
• Key in all accounting transactions into MYOB accounting system
• Assist in preparing quarterly GST report
• Assist in preparing weekly and monthly reports
• Assist admin team with Business Submissions to providers
• Perform any other related duties as assigned
• Handle general administrative work and ad hoc duties

Job Requirements:

• Candidate must possess at least GCE 'O' Level with basic accounting knowledge. Otherwise, 2-3 years of relevant working experience is accepted
• Possess a willing-to-learn and proactive attitude
• Must be able to work independently and be resourceful
• Well organized with excellent time management, computer and communication skills
• Proficient in MS Office application
• Knowledge of MYOB Accounting will be an advantage
• Prefereable for candidate to start work immediately

Why GFC?:

- Training & Support Provided – We ensure that you’re given opportunities to succeed

- Career Advancement Opportunities

- Quarterly Team-Building Initiatives

- Close-Knit Environment

- Opportunity to work with a diverse team

GFC is an equal opportunity employer and we value diversity at our company. We do not discriminate against employees based on race, color, religion, sex, national origin, age, disability or genetic information.

We regret to inform that only shortlisted candidates will be contacted.

We are looking for meticulous individuals who have an eye for details, to maintain accuracy in data processing for business transactions.

This position is based in Singapore for Five-day work week. Under the employment of Financial Alliance Pte Ltd.

JOB DESCRIPTION

· Data entry of business transactions and upload scanned policy documents

· Manage policy alterations, renewals and claims

· Disseminate emails and upload information to shared folder

· Update application status, underwriting & service information

· Arrange for courier and dispatch of documents

· Receptionist duties

· Perform any ad-hoc activities and project assigned

PREREQUISITES

· Strong service orientation

· Good communication and negotiation skills to manage internal and external stakeholders

· Able to meet tight deadlines, be meticulous and accurate

· Proficient in Microsoft Excel and Word

Basic training will be given on the insurance and investment products.

Job Type: Permanent

Salary:

SGD $1800 - $2200

Schedule:

Monday to Friday, 9am to 6pm

On-site

Job Duties:

• Support the Administration Manager in all office matters
• Coordinate travel arrangements (flight bookings, hotels, transfers) for assigned staff
• Manage calendars for assigned director
• Assist in expense preparation, submission and tracking
• Check, record and obtain approvals for invoice payments
• Provide support for meetings, events and conferences
• Attend to and receive guests at reception
• Manage and coordinate meeting room calendars
• Assisting with meeting room bookings
• Handle incoming and outgoing mails and couriers
• Assist in office procurement (stationery supplies and name cards etc)
• Any other ad-hoc duties as assisgned

Job Requirements:

• Minimum GCE ‘O’ Level
• 1-2 years of experience in front desk and administrative duties
• Team player who can also work independently

Interested applicants please send your resume in MS Word format and attention it to Rachel Yeo (R22104385).

Shortlisted candidates will be notified

Data provided is for recruitment purposes only

www.ambition.com.sg

EA Registration Number: R22104385

Business Registration Number: 200611680D. Licence Number: 10C5117