Total 326 Financial Advisor 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.

Your new role
Southend City Council are looking to appoint a full-time, agency Senior Personal Advisor who is able to undertake the role of liaison officer between aftercare Personal Advisor, the social worker and other colleagues, to make sure that there is a planned transition of the care lever to adulthood.

The Senior Personal Advisor, oversees that the care leavers are living in suitable accommodation, have the opportunity of being engaged in work, training or education and that they are not socially isolated.You will be required to provide consultation on casework and contribute to the development of colleagues within the team and, where appropriate, the wider service by virtue of being an experienced and reliable practitioner.You will provide an efficient and cost-effective service to young people, ensuring that their needs are professionally assessed. Making sure that every young person will have a professional and comprehensive Pathway Plan and risk assessment.

Within this post, you must be on-site a minimum of 4 days a week.

What you'll need to succeed
To be successful in this position you must have worked within front line services, preferably as a Personal Advisor. You must have knowledge of the issues that young people face along with experience of looked after children and practice experience of applying assessment skills within a statutory social work setting.

You are required to have excellent communication skills, inc. verbal, written. Knowledge of methods of social work interventions, relevant legislation regulations, guidance and policy issues.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

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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

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

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 Recover at Work Advisor is a key team member whose focus is to support injured workers to remain at and recover at work, or to develop strong return to work plans to help get workers back to what they do best, supporting our customers to live a great life. The life they want. The life they choose. Instrumental to success is the ability to coaching and guide supervisors and work with our insurance and rehab partners to facilitating a quick and smooth recovery. Looking after our people is a priority for Aruma, after-all we are a human rights focused organisation. Our people matter. Success will also have the added benefit of minimizing the organization's insurance premiums and upholding a positive safety culture. A day in the life of a Recover at Work Advisor… Submitting claims to insurers through the SolvInjury workers' compensation injury management system and ensuring prompt initial notifications within specified reporting timeframes.…

Click here to view more detail / apply for Recover at Work Advisor

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

Job Duties:

• Coordination of travel arrangements (booking of flights, hotels, transfers, visas etc)
• Calendars management
• Assist in expense preparation, submission and tracking
• Review, record and obtain required approvals for invoice payments
• Coordinate and provide support with meetings, events and conferences whenever necessary
• Attend and receive guests at the reception on the assigned floor in a professional manner when required
• Assist with meeting room bookings and arrange refreshments where necessary
• Assist in gathering company reports, presentations in advance to the meetings.
• Maintain travel & meetings record.
• Any other ad-hoc duties as assigned

Job Requirements:

• Proficient in MS Office applications: Word, Excel, PowerPoint, Outlook
• Meticulous and detail-oriented
• Strong interpersonal skills and a team player

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

Responsibilities:

1. Provide administrative support to Data Platform.

2. Assist in the onboarding and offboarding of resources (coordinating on 1st day reporting, preparing access, laptops, work phone, staff pass, email distribution list, welcome pack etc…).

3. Assist in procurement process for office supply, event catering, festive gifts for clients, or staff & internal celebratory events for staff. Including admin task such as prepare purchase order, tracking deliveries, and managing vendor relationships.

4. Oversee office supplies inventory, printers, order supplies, MacBook’s, Window laptops, stationeries, pantries snacks, and ensure equipment maintenance.

5. Act as point of contact for internal and external stakeholders, responding to inquiries and directing them to the appreciate personnel.

6. Coordinate on departmental engagement events, workshops, and training session.

7. Collaborate with other administrative staff across departments to streamline processes and improve efficiency.

8. Assist in related projects, liaising with internal and external stakeholders, including co-ordinating and managing the logistics for offsite meetings and conferences.

9. Provide logistical support for all meetings, conference calls, and events.

Requirements:

1. Minimum Diploma holder, junior level with at least 2-3 years of administrative experience.

2. Experience working in fast paced and demanding working environment like a financial services industry.

3. Highly proficient in all Microsoft applications (Excel, Word and PowerPoint) related systems

4. Independent, strong planning and organisation skills, meticulous and ability to multitask while working under pressure.

5. Good time-management skills with ability to prioritise tasks assigned.

6. Strong team-player with effective listening, communication, and interpersonal skills.

7. Prior experience / familiarity with DBS’s or a similar large bank’s administration / operating processes is an advantage.

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

Closes: 02 April 2024 Classification: Senior Officer Grade C Salary: $119,595 - $128,465 plus superannuation Position No: 57687 - 02GRH Directorate: Canberra Health Services Advertised (Gazettal date): 25 March 2024 Contact Officer: Michael Huang on Michael.huang@act.gov.au or (02) 6207 1472 What can we offer you: City living without the traffic – click here to see why you should live in Canberra. Competitive pay rates and excellent working conditions within a tertiary hospital. Salary Packaging with many options that provide full fringe benefits tax concessions. Flexible working conditions. 11.5% Superannuation. Reimbursement of relocation expenses for interstate candidates (subject to review and approval). About the Role: This position is part of a small and dynamic team reporting to the Senior Director, Strategic Finance. The position plays a key role in managing the Directorate’s financial reporting responsibilities, as well as working closely with other members of the Strategic Finance team and ACT Treasury. The Assistant Director, Strategic Finance…

Click here to view more detail / apply for Assistant Director - Financial Reporting | Full-time Temporary with a Possibility of Permanency

Job Duties

• Provide high level administrative/secretarial support to CIO and Head of Business Management including schedule management, coordinating meetings and travel, preparing papers, presentation, minutes action points and communications, as required
• Receive and host visitors on behalf of the CIO/Investment Heads and support Group/ Board/Executive events and meetings as required
• Ensure broad support to functional teams for budget, vendor/contingent worker management, interview scheduling and other day to day administration requirements
• Partner closely with Head of Business Management coordinate annual program of technical and other investment related training and development, leveraging broader administration team resources to support
• Develop strong relationships with key personnel within office of CEO, and other key functions and support roles across the business interacting with Investment
• Provide support and back up to other administration/facility support teams as required
• Coordinate network Investment division for all secretaries to share relevant information and ensure cross team coverage, capacity, and capability to support all Investment functions
• Mentor department secretaries to support their development and performance in partnership with functional leader
• Ensure that all secretaries are maintaining Investment organisational charts (by function) and professional bios within each function in a timely manner and stored in a SharePoint for easy access
• Operate with the strictest of confidence and ensure the same attribute is demonstrated with other department secretaries
• Take the lead on adhoc project initiatives as delegated by CIO/Head of Business Management

Job Requirements

• Minimum Diploma/Degree & above or equivalent
• About 10-15 years of professional secretarial experience within banking/finance industries
• Possesses high initiative, excellent interpersonal skills, and confident
• Able to mentor/manage a team of secretaries within the investment team

Qualified candidates may submit a copy of detailed resume in MS Word Format to charissaong@recruitexpress.com.sg

Charissa Ong Zimin (R1104659)

Email address: charissaong@recruitexpress.com.sg

Recruit Express Pte Ltd

EA License No.: 99C4599

The SHOW comes alive at MGM Resorts International.

Have you ever wondered what it would be like to work in a place full of excitement, diversity, and entertainment? Are you enthusiastic about being a team player in one of the most fascinating industries in the world? At MGM Resorts, we seek individuals like YOU to create unique and show-stopping for our guests.

THE JOB:

As the Financial Records Clerk, you will be responsible for providing an assortment of administrative and clerical duties. You will set the stage for the guest experience with your welcoming smile and top-notch service. By understanding their unique stories and needs, you will own their experience to create WOW memories they will carry with them far and beyond their stay with us.

THE DAY-TO-DAY:

• Compile, copy, sort, file, and scan department documents
• Operate office equipment, such as printers and fax
• Perform a variety of administrative tasks

THE IDEAL CANDIDATE:

• Takes pride in their work
• Great attention to detail
• Enjoys helping others and likes to make a good impression
• Adapts well to changing situations and can efficiently handle a fast-paced work environment

THE PAY, PERKS & BENEFITS:

• Pay rate $16.25/ hr
• Wellness incentive programs to help you stay healthy physically and mentally
• Access to company hotel, food and beverage, retail, and entertainment discounts as well as discounts with company partners on things like travel, electronics, online shopping, and more.
• Free meals in our employee dining room
• Free parking
• Healthcare, and 401K benefits
• Professional and personal development through programs and networking opportunities as well as volunteer opportunities in the community

Are you ready to JOIN THE SHOW? Apply today!

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.

• Provides personal financial counseling and management services directly to service members and their families.

• Assists service members in establishing a spending plan for extended absences.

• Develops and makes available informational financial materials to service members and families.

• Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

• Responds to requests for age-appropriate classes or seminars.

• Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

• Manages duty to warn situations according to Department of Defense (DoD) protocol.

• Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

• Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

• All other duties as assigned.

Other Job Requirements

Responsibilities

Bachelor's degree required.

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.

May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 

5+ years of financial counseling experience.

Must be a U.S. citizen and speak fluent English.

Be able to obtain a favorably adjudicated Tier 1 investigation.

Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor III, Assignment Ready Counselor, PFC

Grade

24

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise

License and Certifications - Preferred

Salary Range

Salary Minimum:

$58,440

Salary Maximum:

$93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.