Jobs at GTR Worldwide

Provide technical product expertise and sales support to wholesale business customers: identify and develop accounts, present and demonstrate products, prepare quotations and proposals, coordinate orders with internal teams, provide after-sales technical support, and record activities in CRM while meeting sales targets.

Advise individual and institutional clients on investments, execute securities trades, monitor markets, prepare portfolio reports, ensure regulatory compliance, and grow client relationships and assets under management.

Provide administrative support by drafting and editing correspondence and publications, preparing and processing regulatory forms, maintaining filing systems and electronic records, responding to routine inquiries, coordinating mailings and publication schedules, and compiling reports and logs for management review.

Provide high-level administrative and strategic support to senior leaders by managing calendars, communications, travel, meetings, correspondence, records, and confidential materials while coordinating projects and follow-up to ensure efficient office operations.

Investigate, evaluate and process insurance claims by reviewing policies and documentation, determining liability and damages, negotiating settlements, maintaining claim files, and communicating with claimants and service providers using claims management systems.

Supervise daily finance and insurance office staff, oversee transaction processing and reconciliations, ensure regulatory and internal control compliance, coach and evaluate team members, prepare operational reports, handle escalated client issues, and recommend process improvements.

Prepare and analyze financial statements and management reports; develop budgets and forecasts; reconcile accounts and maintain general ledger integrity; design and monitor internal controls; support audits; provide financial guidance and cost analysis to departments.

Assess insurance applications and related documentation to evaluate risk, set premium rates, and determine policy terms. Review and renew policies, collaborate with brokers and claims staff, maintain underwriting files for compliance, and use underwriting systems and analytical tools for risk modeling and portfolio monitoring.

Sell financial products to individuals and businesses by prospecting clients, assessing needs, recommending solutions, preparing proposals, processing applications, maintaining CRM records, meeting sales targets, and staying compliant with regulations.

Analyze companies, industries and market trends; build and maintain financial models, valuations and scenario analyses; review financial statements and KPIs; monitor portfolio performance; prepare research reports, recommendations and presentations; collaborate with portfolio managers and teams.

Perform general ledger maintenance, reconciliations, accounts payable/receivable processing, payroll calculations, and prepare supporting schedules for financial statements, tax compliance, audits, and month-end/year-end close. Maintain organized confidential records and assist with internal controls and reporting.

Provide administrative HR support by maintaining confidential personnel records, processing new hires, terminations, transfers, benefit enrollments, and attendance tracking. Prepare HR reports and verifications, respond to employee inquiries, and assist with recruitment tasks such as posting jobs and scheduling interviews.

Provide personalized financial advice, develop and monitor investment and retirement strategies, maintain client relationships and records, ensure compliance, and stay current on market and regulatory changes.

Manage physical and electronic records: classify, index, image, retrieve, archive and dispose per retention schedules. Maintain records systems, perform audits, ensure privacy/compliance, and train staff on records handling.

Perform routine accounting tasks including transaction entry, accounts payable/receivable, invoice and payment processing, reconciliations, month‑end/year‑end support, record maintenance, and responding to account inquiries.

Lead financial planning, reporting, budgeting, cash management, and risk controls. Provide strategic guidance to senior leadership, oversee compliance and audits, and manage and mentor the finance team.

Assess and adjudicate claims and revenue files by verifying documentation and financial records, conducting investigations into suspected overpayments or fraud, calculating recoveries, coordinating collections, and communicating outcomes. Maintain detailed case files and reports using case management systems and provide guidance to claimants and stakeholders.

Provide administrative support to ensure smooth office operations: manage schedules, prepare and distribute reports and correspondence, maintain filing systems and records, process basic financial documents, handle inquiries, and improve office procedures.

Plan and perform business and asset valuations using income, market, and asset approaches. Analyze financial statements and market data, build DCF and comparative models, prepare defensible valuation reports, present findings to clients, and ensure compliance with valuation standards and regulatory guidance.

Develop and maintain relationships with wholesale clients, process orders and transactions, coordinate deliveries with logistics, update CRM, prepare sales reports, meet sales targets, and resolve client inquiries to ensure satisfaction.