Advisor - Client Financial Services

4 days ago

Thane, India Willis Towers Watson Full time

Principal Duties/Responsibilities

The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity.

Primary responsibilities include:

- Preparation of financial statements as well as client financial and management accounting
- Managing and over-seeing regulatory and compliance issues
- Preparation of Board Packs and client bench-marking analysis
- Reviewing new client's business operations and work with the team that implements solutions
- Responding to and following up on queries by the captive account-holders
- Maintenance and development of various management information reports

Key activities in the job include:

- Preparation of Trial Balance, Income statement and Balance Sheet for Captive Insurance clients
- Planning and carrying out different accounting and financial activities like budgeting, forecasting, investment reconciliations, cash flow statement & bank account reconciliation
- Update notes to accounts, if and when required
- Calculating the unearned / un-expensed reinsurance reserve
- Calculating the Allocated Investment Income
- Posting reconciliation and review of balances
- Preparing management, statutory and regulatory reports
- Monitoring the shareholder/Inter-company loans - as per the respective state laws
- Monitor and report on activities and provide relevant management information
- Liaise and attend meetings with other company functions necessary to perform duties and organizational development

Top 5 competencies
- Managing Stakeholders - Good to have
- Adjusting to change - Must have
- Structuring Task - Good to have
- Presentation skills
- Good to have
- Investigating Issues & Evaluating Problems - Good to have

Required Qualifications, Skills, Knowledge, Experience
- CA Qualified
- Must have
- Good communication Skill - Must have
- Self-driven, results-oriented with a positive outlook and a clear focus on high quality - Good to have
- Advanced spreadsheet skills (MS Excel) - Good to have
- A forward planner who can critically assess his / her own performance
- Good to have
- Mature, credible and comfortable in dealing with senior company executives
- Good to have
- Emphatic communicator, ability to see things from the other person's point of view - Must have
- Presentable and businesslike
- Good to have
- Sufficiently mobile and flexible to travel to the US, UK or other domicile locations - Must have
- Keen for new experience, responsibility, accountability and professional development
- Good to have
- Able to get on with others; be a team-player - Good to have
- Willing to work in shifts - Must have

  • Financial Advisor

    3 days ago

    Thane, India ItechMentor Full time

    Job Title: Financial Advisor Company: Unity Share Company Location: turbhe About Unity Share Company: Unity Share Company is a leading financial services firm committed to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial planning, investment management, and wealth advisory services to our clients....

  • Financial Advisor

    5 days ago

    Thane, India Unity share Full time

    A job description for a financial advisor typically includes the following elements: **Job Title**: Financial Advisor **Job Summary**: The financial advisor provides comprehensive financial planning and investment management services to clients. They assess clients' financial situations, develop personalized financial strategies, and offer guidance on...

  • Advisor - Client Financial Services

    4 days ago

    Thane, India WTW Full time

    **Principal Duties/Responsibilities** The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity. Primary responsibilities include: - Preparation of financial...

  • Assistant Advisor

    3 days ago

    Thane, India Bauva Finserv Full time

    **About the Role**: We are seeking a motivated and detail-oriented individual to assist our Financial Advisor. This role offers a unique opportunity to gain valuable experience in the financial industry and learn from a seasoned professional. Freshers and Experienced can also apply. **Responsibilities**: Administrative Support: - Manage and organize client...

  • Select Service Advisor

    19 hours ago

    Thane, India Umanist Staffing Full time

    **Job Title**: Select Service Advisor **Location**: Thane Maharashtra **Job Type**: Full-Time (On-roll) **Work Mode**: Work from Office **Salary**: ₹20,000 In-Hand + PF + Incentives **Weekly Offs**: 2 Rotational Offs (Between Monday-Friday) **Key Responsibilities**: - Handle inbound/outbound customer interactions professionally. - Assist customers with...

  • Financial Advisor

    2 days ago

    Thane, India Gentoro People Consulting Full time

    **Job Title: Wealth Manager - Relationships and Business Growth.** **Location: Thane.** **Experience: 2-5 Years.** **About the Role**: - The Wealth Manager is responsible for client acquisition, relationship building, and business growth, while - ensuring client satisfaction through tailored solutions. They collaborate with execution and operations - teams...

  • Client Servicing Executive

    2 days ago

    Thane, India The Thirsty Crow Marketing Services Full time

    Client Servicing and Operations Executive (MBA Fresher) Job Summary: The Client Servicing and Operations Executive, as an MBA fresher, will play a vital role in providing excellent client service and ensuring smooth operational processes. This role involves understanding client requirements, managing client relationships, coordinating with internal teams,...

  • Customer Service Advisor

    2 days ago

    Wagle Estate, Thane, Maharashtra, India Mihir Infinite Services Pvt Ltd Full time

    We are Hiring **Customer Service Advisor**for International Blended Process to join our team at our organisation in Kisan Nagar Wagle Estate Thane West. **Excellent verbal and written English communication skills required.** Education - HSC Plus or Bachelor's degree Awareness of CRM tool will be an added advantage. Experience in the International Call...

  • Student Services Advisor

    3 days ago

    Thane, India Azent Overseas Education Full time

    We at Azent are looking forward to adding new dynamic professionals to our family. We believe that you have the required skill set and experience needed for the role of Student Service Advisor and hence we are glad to provide you with this opportunity to join us. About Us: We are Azentians, we have strong commitment to education and career development. We...

  • Client Servicing Executive

    2 days ago

    Thane, India I Growh Services llp Full time

    Hello Rubasree HR here from I Grow Services LLP Urgent Requirement for Operation Executive Good to excellent English communication mandatory (oral & written) Good client handling skill (European client) Should have good knowledge about websites and all social media Basic knowledge of online casino Minimum experience required: 1-2 years in...