Don't miss any news or updates from BestJobs

Not now Allow

CSR Accounting/Finance Account Dayshift PHP 20k Basic Apply now! - Neksjob


₱ 20,000.00 monthly ·  Makati, National Capital Region ·  12 February (updated)

NeksJob Philippines

Verified Employer

This seal certifies that the data and activity of this company have been meticulously verified by Bestjobs

  • Description

  • What You Will Be Doing:

    -Preparing and tailoring meeting documentation and presentations (Word or Powerpoint document)

    -Managing CRM system (Xplan, AdviserLogic, Midwinter)

    -Transcribing voice-recorded file notes

    -Setting and allocating tasks using CRM systems and/or task management applications (e.g., Trello,

    Asana, Basecamp, Teamwork)

    -Obtaining information from third parties (external fund managers, banks, etc.)

    -Creating and generating insurance and investment comparisons

    -Preparing insurance quotes

    -Preparing SoA and insurance & investment applicant forms

    -Implementing Financial Advisers’ recommendations

    -Preparing service agreements and FDS

    -Business revenue monitoring

    -Managing budgeting programs for Financial Advisers (e.g., set-up, bank reconciliations and reporting)

    -Managing Financial Advisers’ diary and follow-ups

    Your Skills and Qualifications:

    -Degree in Finance, Commerce, MBA, Accounting or Engineering

    -Experience working in banking, insurance, loans and mortgage, foreign-based finance roles, advanced

    -accounting roles if local companies

    -Preferably with experience in Macquarie, SAP, Peachtree, XERO, Xplan, AdviserLogic, Coin, and

    -Quickbooks or has knowledge of ISO9000 or a FINRA license

    -Strong verbal and written English communication skills

    -Exceptional numeracy skills, with the ability to prepare and analyze a range of financial reports.

    -Highly organized with strong attention to detail

    -Committed to creating an awesome team environment

    -Continually looking for ways to learn and improve

    -Lead by example

    -Ability to work autonomously & yet still have the confidence to ask questions if unsure

    -Exceptional customer service

    -Passionate about community development

    Send me your fullname, contact number, and resume

  • Requirements

  • Minimum education level: Master´s Degree
  • Years of experience: 4
  • Language(s): English
  • Availability for travel: Yes
  • Availability for change of residence: No
To see the complete contact information, Apply now

Similar jobs

Home Based - Temporary contract - ₱ 30,000.00 monthly -

Home Based - Other type of contract - ₱ 40,000.00 monthly -

Compliance Analyst

Today, 06:30 PM

Full Time - Permanent contract - ₱ 22,000.00 monthly -

Full Time - Permanent contract - ₱ 22,000.00 monthly -

Get new jobs on Facebook Messenger

Send to Messenger

Job summary

  • CSR Accounting/Finance Account Dayshift PHP 20k Basic Apply now!

  • Makati, National Capital Region

  • Company

    NeksJob Philippines
  • Type of contract

    Permanent contract

  • Work type

    Full Time

  • Salary

    ₱ 20,000.00 monthly

  • Apply