Executive - Financial Services

Company DescriptionFINANCIAL PLANNING & CONSULTING SERVICES, INC. is a reputable financial services company headquartered in Yorba Linda, California. We specialize in offering tailored financial and investment planning solutions to meet the unique needs of our clients. Our team is committed to delivering personalized strategies that empower clients to...

About the DepartmentResearch and Investment Services (RIS) is one of the vital service lines offered to clients, providing Modeling and Financial Analysis, Research, Due Diligence, Valuation and Portfolio Management, Deal Sourcing, and Marketing and Communications. We are a group of highly skilled professionals working as an extension of the clients teams...

Provides administrative support to call centre processes.Job title:Executive - Financial ServicesJob Description:Undertakes basic administrative tasksEnsures that complete documentation is maintained either in electronic or hard copy form.Transmits information or documents to customers, using computer, or mail Accurately captures data and enters it on to...

Provides administrative support to call centre processes.Job title:Executive - Financial ServicesJob Description:Undertakes basic administrative tasksEnsures that complete documentation is maintained either in electronic or hard copy form.Transmits information or documents to customers, using computer, or mailAccurately captures data and enters it on to the...

Provides administrative support to call centre processes. **Job title**: Executive - Financial Services Undertakes basic administrative tasks Ensures that complete documentation is maintained either in electronic or hard copy form. Transmits information or documents to customers, using computer, or mail Accurately captures data and enters it on to the...

Job Description Every career journey is personal. That's why we empower you with the tools and support to create your own success story. Be challenged. Be heard. Be valued. Be you ... be here. Job Summary Manager, Operations is accountable for leading across a variety of functions and roles at our Bangalore office. Within the scope of this role are...

About the Department:CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFOs office at the clients end. The delivery team comprises highly skilled...

Provides payment management expertise in area of specialism, such as collections/lending. More experienced Advisors may coach others and support the resolution of escalated complaints in accordance with business, policy and legal requirements **Job title**: Executive - Financial Services Provides a first point of contact service resolution for the...

Job Description Company Description Zanda Financial is a financial technology company committed to offering convenient and secure inclusive financial services. With a focus on empowering individuals, particularly small entrepreneurs and self-employed individuals, Zanda Financial provides tools to enhance livelihoods and support business growth. By fostering...

Job Description This role is responsible for managing the transaction process roles including and not limited to Accounts Payable, Accounts Receivables, invoice generation, credit control, expense and cash management queues, in accordance with performance and quality standards, defined in relevant service level agreements Job title: Executive - Financial...