Total 203 Financial Planner job vacancies in Administrative / Clerical category in The United States of America

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

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.

• Minimum of 7-10 years of relevant post-qualification experience (background in audit & assurance preferred)
• Has some of the relevant background on pricing, revenue accounting, financial accounting, financial reporting gained in SEA/regional roles
• A 24-months contract role offering 2 months completion bonus at 12 months for a candidate who meets the set KPIs. The benefits extended are also similar to that given to perm staff.

Our client is a top notch and international management consulting MNC. It is based in town (within 5 min walk from the City Hall MRT station) and the co also offers flexi work arrangements.

This is a 24-months contract role offering 2 months completion bonus at the end of each yr if the cand meets the set KPIs. The benefits extended to this cand are also similar to that given to perm staff. For this role, you are part of the finance team and will cover the following functions:

End-to-end Finance support for Client Projects

• Prepare and support project pricing
• Support RFP submissions (Requests For Proposal)
• Review contracts for key commercial terms and assess tax implications/risks
• Ensure timely and accurate revenue recognition
• Work closely with other Bain offices on revenue transfers for cross office staffing
• Assist project management by providing data and analysis for decision making
• Work with project leadership to issue invoices, monitor AR and manage collections
• Support on revenue and other business-related reporting (KPI’s, management decks)

Financial Accounting & Compliance

• Support the monthly and year-end closing activities (financial and management aspects) across markets, ensuring accuracy and timeliness
• Support year-end audits, managing and coordinating audit processes, liaising with external auditors, and ensuring compliance with regulatory requirements
• Review/reconcile financial and management numbers for accuracy, suggesting course of action if any adjustments are needed
• Review and ensure timely and accurate filing of GST/VAT/SST returns, including reconciliation of related accounts
• Work with internal/external tax team on tax audits, tax refund process, includes preparing supporting documentation, resolving issues/discrepancies from tax office, monitoring progress, and updating leadership
• Support the team on payroll related matters

Processes and Improvements

• Critically review current processes, suggest improvements, and collaboratively implement improvements
• Undertake and support adhoc projects, working alongside the team to implement changes while managing stakeholders

Background requirements:

• A Bachelor's degree in accounting with minimum of 7-10 years of relevant post-qualification experience (background in audit & assurance preferred)
• Has some of the relevant background on pricing, revenue accounting, financial accounting, financial reporting
• Track record of delivering work on-time and zero defect; experience in a multi-geography/currency context preferred within a MNC environment
• Ability to analyze financial data and think critically
• Excellent English communication skills (written and verbal), ability to effectively communicate accounting information, policies, and/or procedures
• Strong systems proficiency in Excel to synthesize data
• Ability to understand concepts and data flows while offering opinions and ideas for improvement
• Ability to learn financial systems and reporting tools (e.g., SAP, Workday, Tableau)
• Meticulous and capable of working multiple projects independently and as a team
• Flexible and adaptable to change with a passion for results
• An ethical individual that acts with high levels of integrity at all times
• Able to commit to a 2-year contract assignment
• Ability to thrive in a fast paced and dynamic work environment
• Very team based. Hands-on, committed, professional with strong stakeholder management skills

To apply, pl send your cv in word doc to resume@cap-cg.com. Pl also include details on your current salary, expected salary and notice period in your cv.

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

Posted by:

CAP Consulting (EA license: 14C7175)

Caroline Poh (EA Registration: R1105649)

Date ad is posted - 30 April 2024

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

Nothing beats the satisfaction of making a meaningful difference to someone else’s life. This is an opportunity for you to turn this into a career with us in Income. As a Personal Portfolio Planner, you are part of the pioneering team to provide high value consultative financial advisory through Income’s seamless Online to Offline integrated customer journey. The focus is on ensuring that every customer that comes to you gets the right financial advice they need.

As a Personal Portfolio Planner, you will contribute to the overall team’s success by engaging customer warmly through our lead to advisor matching algorithm, uncover their financial needs and gaps through our digital tools and supporting the customers promptly on their insurance purchase. To excel in this job, you are expected to be a self-starter, keen learner and be adaptive to changes. Speak to us now to discover how you can get started as a Personal Portfolio Planner and how you can build your success with us.

Key responsibilities include:

• Adopt and improve Income’s Online to Offline journey

• Provide consultative financial advisory services to meet customers’ financial goals

• Adhere with stipulated service levels and follow through with customer appointments on time

• Maintaining long-lasting relationships with both existing and potential customers

· Proactively offer Life, Health, General Insurance to potential customers

Qualifications

You should have the following:

• Degree or Diploma in any discipline

• Minimum 2 years of experience in financial services telesales or advisory

• Passionate about helping customers achieve greater financial competency

• Outcome-driven and motivated by performance-based rewards

• Proficient in remote sales engagement

• Good communication, presentation and interpersonal skills

• Strong teamwork with a positive customer and corporate focused attitude

• CMFAS certifications: M5, M8, M8A, M9, M9A, HI, CGI, PGI & BCP

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

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.

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.

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

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.

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

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