Total 9 finance banking insurance job vacancies in Administrative / Clerical category in D07 Golden Mile, Middle Road

Terms of Employment:
Full-time

Department:
Finance and Donor Care

Reports to:
Manager/ Director

Overall Responsibilities:
You will be assuming all-round finance and accounting responsibilities of the office, ensuring smooth operation and accurate and timely delivery of monthly and annual financial reports. You will be in charge of monthly and yearly budgeting, financial planning, forecasting and annual audit.

Key areas of Responsibility

1. Prepare and report Monthly/Quarterly Financial Statements for Board Meetings
2. Present Monthly/Quarterly Budget for Board's review and approval
3. Advise on finance matters as and when required - Audit, SOPs, etc
4. Ensure Financial Schedules are prepared (includes audit schedules) before Audit starts
5. Liaise with external auditors on audit requirements
6. Liaise with HODs on Budget preparation and the required documentation
7. Consolidate budget and submit for verification
8. Monitoring of actual expenditure to ensure that purchases are within budget
9. Review/submit Monthly Reports to the Director
10. Verify and submit Grant Reports
11. Any other duties as assigned by the Manager/Director
12. Assist the Director to present quarterly reports to the Board

Requirements:

• A Degree in Accountancy or professional qualifications like ACCA
• At least 5 years of accounting experience with at least two years handling full set of accounts, if possible
• At least 3 years working experience in reporting role
• Must be meticulous, IT proficient and familiar with Microsoft suite of products
• Be able to work independently and has good communication skills
• Has strong interpersonal skills, a team player and have strong sense of responsibility
• Experience in a non-profit society will be an advantage

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

Terms of Employment:
Full-time

Department:
Finance and Donor Care

Reports to:
Manager/ Director

Overall Responsibilities:
You will be assuming all-round finance and accounting responsibilities of the office, ensuring smooth operation and accurate and timely delivery of monthly and annual financial reports. You will be in charge of monthly and yearly budgeting, financial planning, forecasting and annual audit.

Key areas of Responsibility

1. Prepare and report Monthly/Quarterly Financial Statements for Board Meetings
2. Present Monthly/Quarterly Budget for Board's review and approval
3. Advise on finance matters as and when required - Audit, SOPs, etc
4. Ensure Financial Schedules are prepared (includes audit schedules) before Audit starts
5. Liaise with external auditors on audit requirements
6. Liaise with HODs on Budget preparation and the required documentation
7. Consolidate budget and submit for verification
8. Monitoring of actual expenditure to ensure that purchases are within budget
9. Review/submit Monthly Reports to the Director
10. Verify and submit Grant Reports
11. Any other duties as assigned by the Manager/Director
12. Assist the Director to present quarterly reports to the Board

Requirements:

• A Degree in Accountancy or professional qualifications like ACCA
• At least 5 years of accounting experience with at least two years handling full set of accounts, if possible
• At least 3 years working experience in reporting role
• Must be meticulous, IT proficient and familiar with Microsoft suite of products
• Be able to work independently and has good communication skills
• Has strong interpersonal skills, a team player and have strong sense of responsibility
• Experience in a non-profit society will be an advantage

Address:

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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

Our client, an insurance company in Singapore is looking for candidates to join their expanding business as an Admin Executive.

Key Responsibilities:

• Manage clients’ enquiries and provide insurance advice on quotations, renewals and other requests.
• Identify insurance needs of clients and delivery of solutions.
• Preparation of documents relating to transacted business.
• Maintain close relationship with customers and partners through dedicated and excellent service.
• Handling Domestic Helper’s claims.
• Attend to walk-in customers.

The ideal candidate will possess the following:

• At least a GCE ‘O’ certificate holder or above with at least 2 years of insurance experience.
• A minimum Certificate in General Insurance (CGI) or equivalent.
• Strong service orientation and good interpersonal skills.

Interested candidates are invited to submit your resume to rachael.kow@ambition.com.sg

Due to the volume of applications received, we regret to inform you that only shortlisted candidates will be notified.

Data provided is for recruitment purposes only.

Business Registration Number: 200611680D

License Number: 10C5117

EA Personal Registration Number: R22107677

Responsibilities:

• Perform Accounts Receivables functions (Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable).

• Creates invoices according to company practices; submits invoices to customers.

Maintains and updates customer files, including name or address changes, mergers, or mailing attentions.

• Maintain proper files for accounts receivable section, and to assists in audit

• Performing any other duties assigned by management Requirements:

Job Requirements:

• GCE ‘O’ / ‘N’ Level / Diploma / ITE certificate in business / accounting is preferred

• Possess basic accounting knowledge

• Preferably 1 year of relevant experience in Hotel accounts

• Good knowledge of Microsoft Office Excel and Words; able to work independently with minimum supervision and meet deadlines

Only shortlisted candidates will be contacted.

Responsibilities:

• Providing administrative support - data entry, sorting and filing of documents.
• Providing quotation to customer on time
• Answering phone calls.
• Any other duties as and when assigned

Job Requirements:

• Minimum 1 years admin experience
• Knowledge in MS Excel, MS Office is an advantage
• Must have a good command of written and spoken English
• Strong attention to detail and organizational skills

The Digital Transformation Office (DTO) contributes towards Income’s vision of insurance made different by conceptualising and constructing new business models and insurance offerings for the digital-first consumer. With the advent of new technologies, the premise of insurance is being rewritten today. Some examples include the first rainsurance in Singapore which protects individuals against fare surge on ride-hailing platforms such as Grab, Go-Jek and the first micro-insurance in Southeast Asia which offers flexible pay-per-trip micro premium and accumulative coverage for Grab drivers.

You will be supporting the General Manager of Digital Business on day-to-day administration support as well as provide administrative support to the larger Digital Transformation Office staff.

The duties include but is not exhaustive of the following:.

1.Provide day to day support to the GM on the following activities:

• Overseas travel arrangements (Flight, Hotel, Claims)
• Corporate credit card and expense management
• Calendaring for meetings, appointments (local / overseas)
• Managing of GM’s signature
• Support on any other ad-hoc projects, as requested

2.Act as department representative to process department wide requests for:

• Ticket request for IT and Application accesses including onboarding / offboarding staff
• Raising of procurement for all purchases relating to the department
• Security access request for accounts
• Manage and coordinate on yearly / half yearly reviews on fixed asset and application accesses
  

Requirements

• Strong attention to details and ability to coordinate and priorities work
• Proven ability to work independently to achieve accomplishments.
• Strong interpersonal skills and good judgment.
• Demonstrated ability to handle confidential information appropriately.
• Strong knowledge of MS Suite (Outlook, Work, Excel & PowerPoint)
• Ability to communicate effectively with all levels of employees and outside contacts.