Total 5 Junior Executive level Finance / Banking / Insurance job vacancies in ermita metro manila

Our team is looking for a Virtual Assistant and this could be you! Apply now and start your career journey with us!

The Role

As a Virtual Assistant, you'll be the frontline of our operations. You'll handle incoming calls, emails, and chats, providing exceptional service and support. Your role will include triaging customer inquiries, documenting interactions in our CRM, and ensuring data accuracy across systems. Your ability to multitask and communicate effectively will be key in helping us maintain high standards and deliver outstanding service.

• Should be comfortable using technology and eager to learn new tools
• Strong written and verbal communication skills
• Attention to detail and commitment to accuracy
• Able to handle multiple tasks in a fast-paced environment
• Previous experience in customer support is required
• Experience in the insurance, property management or financial industry is required

Our Client is a New York-based specialty finance company that serves corporate America. It provides alternative, structured financing to companies. Its leadership team is comprised of insurance, investment, and legal veterans with extensive experience in their respective disciplines.

Responsibilities

▪ Assisting in the origination and execution of specialty lending transactions for domestic, foreign, public, and private entities
▪ Performing comprehensive financial, actuarial, and mathematical modeling and analysis
▪ Participating in and completing a thorough due diligence process on customer financial, business, and actuarial profiles, including, a thorough evaluation of key transaction risk factors
▪ Assisting in the write-up of internal financing memoranda
▪ Managing and executing tasks encompassing valuation, accounting, and other technical issues with regard to transactions
▪ Monitoring, analyzing, and reporting on the financial evolution of each portfolio company and on the overall lending book
▪ Assisting in various other tasks related to transactions, investor relations, and fundraising

▪ Educated to an undergraduate degree level or higher in a related field
▪ Excellent corporate finance, accounting, and financial modeling skills
▪ Proven full-time work experience in a related field (minimum 3 years)
▪ Insurance experience is a plus and Experience with Small Business Enterprise Loans is preferred

▪ Able to produce client-ready written materials and present these in a measured clear and articulate way
▪ Results-oriented individual with excellent organizational, planning, and project management skills
▪ Proactive and flexible personality, able to work and thrive in a dynamic environment
▪ Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life

• HMO with 1 free dependent upon hire
• Life Insurance
• 20 PTO credits annually
• VL and SL cash conversion
• Annual Performance-Based Merit Increases and Employee Recognition
• Great Company Culture
• Career Growth and Learning
• A laptop will be provided by the company
• FIXED WEEKEND OFF
• FIXED SCHEDULE
• HYBRID WORK SETUP

· Customers coordination for past due balances in a prompt and professional manner by phone call and/or in writing

communication.

· Ability to check and follow up with internal departments for any disputed invoice, such as Accounting, Operations, and

Sales. Consequential actions are monitored closely;

· Ability to understand and discover for non-payments and to obtain payment commitment;

· Attention to customer queries related to their balances while providing reports, copies of invoices and/or any;

· Allocation of payment on a timely manner to ensure that customer’s accounts are up-to-date at any time;

· Ensuring thorough handling of Accounts Receivable report and month-end closing activities on time;

· Ensure compliance with requirements of local government relates to Accounts Receivable and Collection;

· Must possess effective communication and interpersonal skills required to interface with customers and members of

other departments;

· Participate actively on all required team meetings.

· Monitoring of CWT and proper coordinate with customer.

· Compliance with the work procedures & data privacy

· Performs other duties as assigned by direct superiors and managers.

· Bachelor's Degree in Accountancy or any related field;

· Preferably experience in logistic/ freight forwarding environment;

· Must have at least 1 years experience in Accounts Receivable and Collections;

· Knowledgeable in Microsoft Office especially in Excel;

· Ability to work in fast-paced environment with high performance quality;

· Proactive and capable to handle of responsibility;

· Strong analytical skills and attention to details;

· Able to work under pressure

WHAT WE OFFER

Bollore Logistics is proud to be an equal opportunities employer and places high importance on promoting diversity and inclusion in the organization. We embrace all people regardless of age, race, gender identity, sexual orientation, religion, nationality, marital status, political opinions or disability.

We are strongly committed to providing a safe working environment for our employees, free from violence, bullying, harassment, or threats.

Company Benefits:

• Medical Insurance
• Group Life Insurance
• Paid Leaves
• Medical and Optical Reimbursement
• Birthday Token

Our client consists of a team of qualified professionals with a proven track record of achieving results for their clients based in New Zealand. Their services are for families and corporations to help pay off clients’ mortgages faster, build wealth through smart investing, protect their wealth with estate planning, and have the life their clients and their loved ones deserve.

The company’s Financial Wellness programs are all about empowering individuals to take positive financial steps with confidence. They are proud to partner with organizations by supporting their teams through workshops, webinars, and one on one support.

This is a great chance to work for a company that helps clients live a better life and be confident in their finances.

Over-all Purpose and Responsibility:

This role consists of four main parts:

• General office support to the lending team
• Gathering data from clients required for lending applications (Thru calls)
• Update and maintain loan details in the company’s CRM system
• Refixing existing clients' lending

Duties & Responsibilities:

• Provide the Lending Operations Manager with lending administration support, including:

1. Collecting the essential data required for processing lending applications and establishing communication with financial institutions to obtain pertinent loan information.
2. Work with the Loans Officer to liaise with clients to confirm suitable loan structures and provide instructions to the banks.
3. Check lending documents for details and changes.
4. Handling the “fixed term expiry” process.
5. Update and maintain loan details in the company’s CRM system.

• Manage Asana Tasks:

1. Follow the processes provided and escalate all instances falling outside the allowed process steps.
2. Look for ways to increase efficiency and take ownership of various daily tasks.

• Maintain a high level of accuracy in data capture and use.
• Be proactive in protecting client data and maintaining confidentiality and privacy.
• Abide by the Code of Professional Conduct for Financial Advice Services.
• Abide by the Code of Conduct.
• Assist with projects as directed.

• 3+ years of administrative work experience.
• Strong attention to detail / highly organized.
• Strong Written and Oral English + interpersonal skills to communicate effectively.
• Computer/online savvy.
• Ability to use a variety of online applications including Zoom, Google Suite and Office 365 tools (including Outlook).
• Ability to problem solve + high ability to “Get Stuff Done”.
• Ability to follow process.
• Ability to stay up to date with mortgage/lending market and products.
• Ability to manage time efficiently.
• Ability to work in a goal-oriented environment and unsupervised.
• High skill level with Microsoft Word and Excel.
• Smart and Fast learner (i.e., quick “pick up”).
• Committed to growth and learning.

Highly Advantageous:

• Essential requirement: US accent
• Background in Accounting and/ or Financial Advisory / Wealth Management a plus.
• Experience with Asana (for task management) a plus.

Conduct industry and market research for global pharmaceutical and life science industry;

• Support investment banking transactions including: pitchbook preparing, roadshows, due diligence, business/asset valuation, investors relations, etc.;
• Business development activities to support for global client expansion;
• Publish industry reports (for analyst position only)

You will

• Work with top global entrepreneurs, venture capitalists, bankers etc.;
• Develop insights on key trends and life science technology;
• Gain exclusive working experience on licensing, M&A and investment advisory;
• Participate in regular training and team building.

• Excellent communication skills in English, both written and verbal;
• Medical professional or medical background is preferred;
• Overseas education background or working experiences is a plus;
• Strong attention to details with well-developed analytical skills.
• Efficient with data-driven research and report writing;
• Passionate and knowledgeable about life science, venture capital and M&A