Total 204 financial advisor job vacancies in Administrative / Clerical category in The United States of America

Jobs Responsibilities

• Provide full support to Officers
• Liaise with Car Dealers and Hirers for Car financing matter
• Evaluate all Loan Applications
• Credit management for Car Finance etc
• Other ad-hoc duties assigned from time to time

Job Requirements

• Min. Diploma
• Prior admin experience preferred
• Training will be provided

Application Procedures

Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R1986990)
lynnmak@recruitexpress.com.sg
Recruit Express Pte Ltd (EA No. 99C4599)

We regret that only shortlisted candidates will be notified.

Highlights:

• Comprehensive Training and Ongoing Professional Development
• Monthly basic salary with employment benefits and performance-based incentives
• Inclusive Allowances and Training Benefits

Job Scope:

• Provide personalized financial advice by conducting thorough assessments to align with clients' financial goals.
• Build and maintain lasting relationships with both current and prospective clients.
• Proactively grow our client base by following up on leads and scheduling appointments with potential clients.
• Drive sales through referrals from colleagues.

Requirements:

• Tertiary education or relevant CMFAS certifications.
• Exceptional interpersonal and communication skills.

Apply now by using 'apply' function.

Jaycee Lay (EA: 94C3609/ R23114633)

Our client, a leading retail bank is looking for highly driven sales personnel to join their expanding team.

Key Responsibilities:

• Primarily serve individual retail customer and advise them on various personal banking and financial products and services.
• Seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
• Possess sound financial knowledge and provide holistic financial planning advice to customers.
• Good understanding of banking regulations and to adhere to rules and guidelines when conducting business.
• Always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
• Achieve a balanced scorecard set by the company.

The ideal candidate will possess the following:

• Diploma/ degree in any discipline
• Willingness to work on a flexible schedule that includes weekends
• Passion for banking and wealth management
• Excellent communication and listening skills
• Confidence and Presentation skills
• Ability to explain complex information clearly and simply

Interested candidates are invited to submit your resume via APPLY NOW button or drop me an email at rachael.kow@ambition.com.sg.

We regret that only shortlisted applicants will be notified.

Data provided is for recruitment purposes only.
Business Registration Number: 200611680D
License Number: 10C5117
EA Personal Registration Number: R22107677

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.
• Fresh grads are also welcome to apply.
• 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.

Personal Financial Coach

• Liverpool City Centre
• Salary - Competitive Salary w/ Excellent Benefits Package
• Hours - Monday to Friday, 9am - 5pm
• Full time, permanent contract
• Outstanding training and development opportunities

This is an exciting position for those with outstanding customer service and communication skills and a keen interested in developing their career within the financial services sector. The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement within a buoyant market.

The Personal Financial Coach provides a critical service and are an initial point of contact for their clients, seeking guidance or advice, the role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged.

As a Personal Financial Coach, you will be tasked with:

• Liaising with existing clients, handling queries relating to management of their personal wealth
• Providing guidance on all aspects of the customers financial circumstances, such as company share schemes and current and previous occupational and private pension schemes
• Liaising with existing clients handling technical queries in matters relating to the management of their personal wealth
• Liaising with in house professional investment advisers in order to provide clients with support
• Being passionate and demonstrating behaviours in line with the Company's ethos, vision and key principles

The benefits of this role include:

• A competitive basic salary with the opportunity to earn additional bonus
• A great office atmosphere
• Outstanding training and development opportunities including industry qualifications
• Full training and support given
• No restriction on earnings potential
• The chance to join a progressive and ever expanding firm with clear career development
• Work in a friendly environment with happy and loyal customers
• Regular staff events
• 25 days holiday
• Cycle to work scheme
• + much more!a

If this is a role that you would be interested in applying for then please email your CV to adam.molyneux@search.co.uk

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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.

Job Description

• Schedule terminal change appointments
• Coordinate deployment schedules with the operations team
• Update and track appointment status
• Perform daily business assessments and review merchant profiles for AML/KYC and credit risk
• Collaborate with stakeholders for merchant onboarding
• Monitor AML/KYC alerts
• Identify and suggest improvements for the team

Job Requirement

• Diploma graduates with no prior experience can apply
• Experience in AML/KYC processing, and risk assessment and review will be an advantage
• Meticulous and able to work under tight deadlines
• Conscientious & team player
• Good interpersonal & communication skill

Interested? Please contact via
Whatsapp: wa.me/6581579715
Telegram: @varicklee

We regret that only shortlisted candidates will be contacted

Varick Lee | R2197221
RecruitFirst Pte Ltd | EA. 13C634

EA License No: 13C6342

Admin Assistant Join agrowing team and make a tangible impact!
Our client is seeking a dedicated Admin Assistant to play a pivotal role in the finance department. If you're passionate about administration, have a keen eye for detail, and enjoy working in a fast-paced environment, this is the perfect opportunity for you.
Key Responsibilities:


Vendor and Buyer Management: Maintain strong relationships with vendors, ensuring timely payments and accurate invoicing.
Data Entry and Processing: Accurately input and process financial data, including accounts payable, accounts receivable, and general ledger entries.
General Administration: Handle a variety of administrative tasks, such as filing, document management, and report preparation.
Financial Reporting: Assist in the preparation of monthly, quarterly, and annual financial reports.
Data Analysis: Analyse financial data to identify trends, errors, and inconsistencies.
Skills and Qualifications:


Strong Attention to Detail: Meticulous accuracy and
... Click here to view more detail / apply for Admin Assistant (Financial Operations)

• 5 Working Days
• 10am - 6pm
• Up to $3000
• Lorong Chuan

Job Descriptions:

• Manage and coordinate schedules, appointments, and meetings.
• Prepare and edit correspondence, communications, presentations, and other documents.
• Handle incoming and outgoing mail, emails, and phone calls.
• Maintain office supplies inventory by checking stock and ordering supplies.
• Oversee and support all administrative duties in the office and ensure the office is operating smoothly.
• Coordinate office activities and operations to secure efficiency and compliance with company policies.
• Manage relationships with vendors, service providers, and landlord, ensuring that all items are invoiced and paid on time.
• Maintain and update company databases and records.
• Compile and prepare reports, presentations, and other documents as needed.
• Assist in the preparation of regularly scheduled reports.
• Plan and coordinate company events, meetings, and conferences.
• Arrange travel, accommodation, itineraries, and all correspondence related to arrangements as needed.

Requirements:

• Min Local Diploma
• 1 year relevant experience in administrative or office management role

Interested applicants can send your resume to Whatsapp 83208165 (Jennifer) and allow our consultant to match with our clients.

We regret to inform that only shortlisted candidates will be notified! All applications will be handled with strict confidentially.

Jennifer Tay Swee Shan

Reg No: R22111564 | EA No: 21C0845

Recruit Now Singapore Pte Ltd

Role

• To facilitate, directly and indirectly the assessment of need, engaging with the ongoing monitoring and reassessment of need, engaging with the ongoing monitoring and reassessment of need over time.
• To give practical, personal and emotional support to children, young people in order to meet assessed need; to maintain and promote their health, physical, emotional development and wellbeing. This may include domestic tasks and transporting where necessary.
• To specifically support and advise young people leaving care in key areas including health, benefits, education, training, employment, accommodation/housing and personal well-being.
• To identify and support young people to overcome barriers to learning.
• To enable and empower young people to make decisions in their lives and to self-advocate

Experience

• Have achieved NVQ level 3 equivalent
• Experience of working in a supportive relationship, with young people
• Experience in working creatively with in various ways young people including young parents
• Previous work experience in either a paid or voluntary capacity working with children, young people and families
• Experience in collaborating with other professionals and agencies for the benefit of the client
• Experience of housing, employment and training issues for young people
• Knowledge of Adolescents and adolescent issues
• A commitment to working relationships which promote and support the clients' developing independence
• A commitment to one's own personal and professional development
• Be able to work as part of a team and be flexible
• Ability to work some evenings and weekends
• Full driving licence and the use of a car or access to a driver and vehicle for work purposes

**Additional Information:

**Job Title:** Personal Advisor (Children's Services - Leaving and Aftercare)

**Role Clarification

This role is part of a 16 Plus Team dedicated to supporting Children Looked After (CLA) and Care Leavers during their transition to adulthood. The Personal Advisor will play a crucial role in providing comprehensive support to care leavers as they navigate the challenges of independence, ensuring they have the necessary resources and guidance to thrive. This includes working closely with Unaccompanied Asylum-Seeking Children (UASC) and other vulnerable groups. The Personal Advisor will be responsible for assisting care leavers in all aspects of their lives, from housing and education to employment and emotional well-being.

**Key Responsibilities:**

- Provide individualized support and advocacy for care leavers as they transition from care to independence, addressing their holistic needs and aspirations.
- Collaborate with the 16 Plus Team and other relevant stakeholders to develop and implement effective support plans tailored to the unique circumstances of each care leaver.
- Support care leavers in accessing housing, education, employment, healthcare, and other essential services, ensuring they have the necessary resources to succeed.
- Assist care leavers in developing essential life skills, such as budgeting, cooking, and self-advocacy, to enhance their independence and self-sufficiency.
- Conduct regular assessments to identify the evolving needs and goals of care leavers, adjusting support plans as necessary to ensure their continued progress and well-being.
- Provide emotional support and crisis intervention to care leavers facing challenges or difficulties, empowering them to overcome obstacles and build resilience.
- Advocate for the rights and interests of care leavers within the care system and broader community, ensuring their voices are heard and their rights are respected.
- Maintain accurate and up-to-date records of all interactions and interventions with care leavers, adhering to departmental policies and procedures.
- Stay informed about relevant legislation, policies, and best practices related to leaving care and support services, integrating this knowledge into practice to enhance service delivery.
- Collaborate with colleagues and external partners to facilitate smooth transitions for care leavers, promoting seamless continuity of support as they move towards independence.
The Personal Advisor role within the 16 Plus Team is integral to supporting care leavers during a critical period of transition in their lives. Candidates should possess a strong understanding of the needs and challenges faced by care leavers, as well as experience in working with teenagers in a statutory setting. Knowledge and experience of working with Unaccompanied Asylum-Seeking Children (UASC) is essential. The ability to complete Pathway Plans and advocate for the rights of care leavers is paramount. A car is essential for this role, and candidates should be prepared for office-based work on designated days.

1. Be able to handle full sets of accounts and general admin duties and work independently.

2. Be able to maintain proper document records and filing.

3. Capable of handling daily accounting reports.

4. The process of reimbursement claims and payment to staff and vendors.

5. Prepare monthly and/or yearly company forecasts and budgeting.

6. Maintain employee medical claims records and annual leave.

7. Attend to incoming calls, emails, and inquiries.

8. Preparation and submission of GST, Tax clearance, and others;

9. Support operations and general day-to-day administrative duties

Personal Tax Consultant
Permanent employee, Full-time
Oxford
About the Company

A growing top 50 accountancy practice providing expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. The company invests in high-quality specialists who work with the best-in-breed technology to create value for clients that exceeds expectations.The culture is based on values of expertise, respect, innovation, and collaboration. The company develops high-performing teams diverse in experiences, backgrounds, and ideas. Known for a friendly and supportive team culture, everyone receives training and development to increase their technical knowledge and commercial and management skills. The company is committed to creating an inclusive culture that respects, values, and celebrates cultural and individual differences.With several offices in Central and Southern England and ambitious plans to expand, a new opportunity has been created for a Personal Tax Consultant to join the Oxford Personal Tax team. This is a permanent full-time role with hybrid working and flexible working options.
The Role

Key responsibilities include:

• Identifying tax planning opportunities and delivering consultancy services to clients across all areas of personal tax.
• Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines.
• Assisting with client queries and providing ad hoc advice where requested.
• Billing personal portfolio clients after work completion.
• Dealing with correspondence, telephone calls, and arranging and attending meetings with clients and potential clients.
• Assisting partners and staff members with technical queries.
• Providing assistance to junior members of the team where appropriate.
• Assisting in the preparation of technical reports in relation to income tax, capital gains tax, and inheritance tax.
• Dealing with HMRC correspondence, telephone calls, and enquiries.
• General support to the tax team as required.

What We Can Offer You

• Hybrid and flexible working.
• Exposure to a broad range of clients across many industry sectors such as healthcare, property, advertising, and PR. These will include sole traders, partnerships, landlords, and trusts.
• A Line Manager who will work closely with you to support your development and provide day-to-day guidance.
• A varied role in a talented and experienced team.
• Joining a company with an exciting growth plan ahead.
• Plenty of opportunities to increase your technical knowledge and skills.
• A tailored career progression plan.
• Competitive salary and benefits package including pension, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme.
• Generous core holiday allowance plus holiday trading, flexible bank holidays, and additional holiday with service.
• Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. A Wellbeing Day each year dedicated to boosting your wellbeing.
• A comprehensive induction to help you get up to speed.

About You

• Experience within a private client tax team.
• ATT qualified, ideally working towards CTA.
• A self-starter with a high level of resilience and attention to detail.
• Strong interpersonal and communication skills, both written and verbal.
• Organised and able to manage multiple projects simultaneously.
• Strong aptitude for IT - able to pick up new technology quickly.
• Can-do attitude, positive and commercial approach.
• Confident, tactful, and discreet manner.
• Strong team spirit but also effective working independently.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

We are looking for Admin Officer to be outsourced to our clients from the healthcare industry.

Job Description:

• Managed administrative tasks including receipt, scanning, loading, and archiving of client documents.
• Ensured adherence to workflow processes and standard operating procedures (SOPs) for document handling.
• Maintained accurate records of incoming and outgoing documents to support efficient operations.
• Coordinated with team members to ensure timely and organized document processing and retrieval.

Requirement:

• Minimum ‘N’, ‘O’ Levels / Diploma in any field
• Admin experiences in the bank / insurance / financial institute are preferred.

All qualified applicants, please send in your resume to:

jacquelinefong@recruitexpress.com.sg

Jacqueline Fong Hsin Ting (R21103226)

Recruit Express Pte Ltd | Company Reg. No. 199601303W | EA License Number: 99C4599

5 days/wk

Able to work independently, email coordination with the Buyers, Suppliers, Shipping line, Logistics, Export / Import procedures and documentation, Knowledge & Experience in MS Office & SAP