Financial Assistant

Permanent Employee, full-time, Singapore **What you will be doing**: - Preparing financial statements for clients - Preparing financial highlights disclosures for financial statements - Preparing excel schedules and notes as support for financial statements - Liaising with external parties in relation to financial statements, including investment managers,...

Brief overviewDM Financial ("DM") is a professional services firm with offices in Singapore, Ireland, Cayman Islands, Netherlands, Bulgaria, Luxembourg and United Kingdom. We provide specialised accounting services to investment vehicles which have combined asset values of approximately US$848bn. Our range of clients, complexity of client investments,...

At JS Jireh, we maintain high quality advice, persistency ratios and compliance to ensure that we continue to develop and deliver quality solutions to our clients. We support our teams by equipping them with the necessary knowledge and skills needed to succeed in their role. Our team comprises of individuals who have remained in our team for many years as...

**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 Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management...

Assist clients with financial planning such as Insurance Planning, WealthAccumulation and Wealth Preservation. - Assist clients with Investment Planning such as Collective Investment Schemes. - Assist client with Health Insurance Planning. - Assisting clients with their financial decision planning. - Ability to assess the needs of the client’s financial...

Job HighlightsBuild relationships with clientsCareer AdvancementJob ResponsibilitiesAcquire and manage a pool of clients' investment portfoliosUnderstand clients' financial objectives and investment requirementsProvide information and comparisons for clients to make informed decisionsBuilding and maintaining long-term relationship with clientsDeveloping own...

Responsibilities : Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. Acquire new businesses while...

Job Highlights Build relationships with clients Career Advancement Responsibilities Acquire and manage a pool of clients’ investment portfolios Understand clients’ financial objectives and investment requirements Provide information and comparisons for clients to make informed decisions Building and maintaining long-term relationship with clients...

Job Description*About Fort Financial* Fort Financial is a dynamic and growing company in the financial services industry, dedicated to delivering expert guidance and trusted solutions to our clients. We're seeking a highly organized and proactive Personal Assistant to support our executives and contribute to the smooth operation of our day-to-day business...

We are keen to hire Admin Assistant to join our team. This role is mainly an administrative role to provide complementary support functions in the full sales process. You will be working with our Financial Advisors to provide support in the day to day tasks of Financial Planning and to liaise with clients. **Key Responsibilities**: - Liaising with clients...