Financial Operations Specialist

2 weeks ago


Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time
Job Description

We are seeking a highly driven and dynamic individual to join our Client Servicing team at Taurus Wealth Advisors Pte. Ltd., a leading multi-family office headquartered in Singapore.

The successful candidate will provide support to Financial Advisors and Investment Counsellors in all matters relating to execution of client trades with banks or prime brokers. This includes liaising with external service providers, managing the end-to-end process for trade placement and settlement, and ensuring operational processes comply with company policy and regulatory requirements.

Key Responsibilities:

  • Provide administrative support to Financial Advisors and Investment Counsellors
  • Liaise with external service providers to manage trade execution and settlement
  • Ensure operational processes comply with company policy and regulatory requirements
  • Track efficiency and accuracy of trade execution versus market/order levels
  • Assist Financial Advisors and Investment Counsellors in tracking performance of open positions/orders

Requirements:

  • High standards of ethics and conduct; confidentiality of clients' assets & information
  • Fosters teamwork and positively contributes to team dynamics and output quality
  • Excellent organizational skills
  • Proficiency in preparing worksheets and documents
  • Ability to identify and resolve issues and escalate as necessary

Desired Attributes and Requirements:

  • At least 2 years of relevant experience in client servicing functions, preferably in Private Banking, Premier Banking, or Wealth Management space
  • Multi-asset trade execution skills preferred
  • CMFAS certifications, including M5, preferred
  • Understanding of industry regulations, best practices, and applicable compliance requirements
  • Academic or professional qualifications with specialization in Finance, preferred


  • Singapore 8HEXA FINANCIAL PTE. LTD. Full time

    Job SummaryWe are seeking a meticulous and detail-oriented Financial Reconciliation Specialist to join our finance operations team. This role will be responsible for handling daily fund reconciliation, ensuring the accuracy of client financial data, and providing administrative support to the team.Key ResponsibilitiesPerform daily fund reconciliation for...


  • Singapore UBS Financial Services Full time

    Job OverviewWe are seeking a Marketing Operations Specialist to support and execute creative origination marketing activities in the Global Wealth Management (GWM) South East Asia Marketing team.Schedule projects from start to end with direct access to senior management as well as coordination with various internal stakeholders.Support the Head of Marketing...


  • Singapore UBS Financial Services Full time

    Role OverviewAs a Fixed Income Content Specialist, you will play a critical role in supporting our advisory business by developing high-quality content that meets the needs of our clients.You will work closely with the Chief Investment Office (CIO) to develop thematic fixed income content based on market developments, and liaise with client-facing teams to...


  • Singapore PERSOLKELLY SINGAPORE PTE. LTD. Full time

    Company Overview:PERSOLKELLY SINGAPORE PTE LTD is a leading recruitment agency in Singapore. We pride ourselves on providing top-notch services to our clients and candidates alike.We are currently seeking a highly skilled Financial Operations Specialist to join our team. As a financial operations specialist, you will be responsible for maintaining the...


  • Singapore STONEX FINANCIAL PTE. LTD. Full time

    Job Description:We are seeking a skilled Financial Services Specialist to join our team at STONEX FINANCIAL PTE. LTD. As a key member of our risk management department, you will be responsible for assessing the credit risks and financial strengths of new and existing counterparties in the Asian markets.The ideal candidate will have strong analytical skills,...


  • Singapore WECRUIT PTE. LTD. Full time

    Job OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team at WECRUIT PTE. LTD.The ideal candidate will have a strong background in accounting and cost control, with experience in managing daily financial operations.


  • Singapore Good Job Creations (Singapore) Pte Ltd Full time

    About the RoleThis is an exciting opportunity for a Financial Operations Specialist to work closely with our management team in driving financial planning, budgeting, and analysis. You will be responsible for preparing and submitting financial reports, maintaining accurate records, and ensuring compliance with relevant laws and regulations.


  • Singapore ANDAZ SINGAPORE Full time

    Financial Operations SpecialistWe are looking for an experienced Financial Operations Specialist to join our team at ANDAZ SINGAPORE. The successful candidate will have a strong background in accounting and finance, with experience in financial analysis and reporting.The ideal candidate will also have excellent analytical and problem-solving skills, with the...


  • Singapore FAR EAST GROUP LIMITED Full time

    Job DescriptionFAR EAST GROUP LIMITED is seeking a highly skilled Financial Operations Specialist to join their team. The ideal candidate will be responsible for managing accounts payables, processing supplier invoices, and preparing forecast payments.The successful candidate will have a strong background in accountancy, with a minimum of 2 years of relevant...


  • Singapore Banshing Industrial Co Pte Ltd Full time

    We are looking for a Financial Operations Specialist to join our team at Banshing Industrial Co Pte Ltd.The Financial Operations Specialist will be responsible for managing our cash flow forecasting, maintaining the fixed asset register, and overseeing quarterly forecasts and annual budgets. The successful candidate will have a Bachelor's degree in...


  • Singapore CHIAN TECK Full time

    About the RoleAs a Financial Operations Specialist, you will play a critical role in processing staff reimbursements and claims, performing various accounting schedules and reconciliations, and preparing and submitting GST returns. You will also be responsible for liaising with internal and external parties, such as auditors and tax agents.We are looking for...


  • Singapore A+ BUSINESS CONSULTANT PTE. LTD. Full time

    Job DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team. The ideal candidate will be responsible for preparing quarterly GST submissions, managing accurate and timely closing of books, and performing other related duties as assigned by the Accounts Manager.Key Responsibilities


  • Singapore Stinis Singapore Pte Ltd Full time

    Job Description:The role of Financial Operations Specialist at Stinis Singapore Pte Ltd is to oversee the day-to-day financial operations of the company. This includes managing accounts receivable, payable, and maintaining accurate records.The successful candidate will have excellent organizational and communication skills, with the ability to work...


  • Singapore China Communications Construction Company Limited (Singapore Branch) Full time

    Job Overview:We are seeking a Financial Operations Specialist to join our team. This role involves comprehensive accounting services, including the full spectrum of Accounts Receivable (AR) & Accounts Payable (AP). The successful candidate will also be responsible for Quarterly GST preparation and possess good interpersonal skills to communicate with all...


  • Singapore JUS DELISH GROUP PTE. LTD. Full time

    About the Role:This is an exciting opportunity to join JUS DELISH GROUP PTE. LTD. as a Financial Operations Specialist. The successful candidate will be responsible for managing the company's financial operations, including handling accounts payable and receivable, preparing financial reports, and maintaining accurate records.Responsibilities will...

  • Financial Adviser

    2 weeks ago


    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...


  • Singapore VIRTU FINANCIAL SINGAPORE PTE. LTD. Full time

    Virtu is a leading financial firm that leverages cutting edge technology to make markets, deliver liquidity, provide innovative, transparent trading solutions and that operates multilateral trading facilities. Virtu trades on over 235 venues in 36 countries worldwide, with a global client base and has offices in North America, EMEA and Asia Pacific...


  • Singapore COGNOSPHERE PTE. LTD. Full time

    Job DescriptionThe Financial Operations Specialist will be responsible for managing all financial aspects of the company's receivables and revenue processes. This role exists to ensure the financial integrity of the company's revenue streams by managing receivables effectively, mitigating risks such as bad debts or revenue discrepancies, and providing...


  • Singapore STAFFLINK SERVICES PRIVATE LIMITED Full time

    About the Role:We are seeking an experienced accounting professional to join our team as a Financial Operations Specialist. In this role, you will be responsible for managing our company's full set of accounts, ensuring timely and accurate financial reporting.The successful candidate will have excellent attention to detail and strong organizational skills,...


  • Singapore TRUST RECRUIT PTE. LTD. Full time

    Job Description:We are seeking a highly skilled Financial Operations Specialist to join our team at TRUST RECRUIT PTE. LTD.About the Role:Prepare and issue accurate invoices to customers and clients, ensuring timely payment and excellent customer experience.Maintain comprehensive records of all transactions, invoices, and payment histories, with attention to...