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Reposted YesterdaySaved
In-Office
Cebu City, Cebu, Central Visayas, PHL
Entry level
Entry level
Software • Financial Services
Manage loan applications from document preparation through post-settlement, liaise with clients and stakeholders, submit and track loans, provide broker support and post-settlement care, and maintain client databases.
Top Skills: ApplyonlineCrm SystemsExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordMycrm
Reposted YesterdaySaved
In-Office
Cebu City, Cebu, Central Visayas, PHL
Mid level
Mid level
Software • Financial Services
Prepare and review tax returns for individuals, businesses, and trusts; provide tax planning and compliance advice for Australian clients; manage audits and liaison with tax authorities; research complex tax issues; assist with tax provisions and financial reporting; collaborate with accounting teams to optimize client tax positions.
Top Skills: Microsoft Office SuiteTax Software
Reposted YesterdaySaved
In-Office
2 Locations
Senior level
Senior level
Software • Financial Services
Support financial planners by preparing and reviewing detailed financial plans and reports, managing client files and applications, coordinating meetings, monitoring underwriting and follow-ups, mentoring junior assistants, and contributing to process improvements while maintaining confidentiality and high-quality work.
Top Skills: MS OfficeXplan
Reposted YesterdaySaved
In-Office
Cebu City, Cebu, Central Visayas, PHL
Senior level
Senior level
Software • Financial Services
Administer and support enterprise Microsoft cloud, identity, endpoint, collaboration, and infrastructure platforms. Act as Tier 2/3 escalation for production incidents, perform root cause analysis, manage backups/DR, monitor platform health, automate with PowerShell, and maintain runbooks while collaborating with IT, security, MSPs, and vendors.
Top Skills: AcronisAzure Virtual DesktopConditional AccessEntra IdExchange OnlineHyper-VIdentity GovernanceMfaMicrosoft 365AzureMicrosoft DefenderMicrosoft IntuneMicrosoft TeamsOnedrivePimPowershellRbacSharepoint OnlineSIEMSpinoneThreat LockerVMwareWindows AutopilotZero Trust
Reposted YesterdaySaved
In-Office
2 Locations
Junior
Junior
Software • Financial Services
Provide advanced technical support to end-users across hardware, software, network, and peripherals. Troubleshoot escalated issues, monitor system performance, ensure security compliance, participate in IT projects and deployments, document solutions, train users, and meet SLA targets.
Top Skills: Comptia A+Google SuiteItilLinuxmacOSMicrosoft Certified It ProfessionalMS OfficeNetwork+Windows
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Reposted YesterdaySaved
In-Office
2 Locations
Senior level
Senior level
Software • Financial Services
Support advisers by preparing compliant financial planning documents, conducting fact-finding, building complex financial models, preparing Statements of Advice and executive summaries, ensuring regulatory compliance, reviewing adviser materials, and mentoring junior paraplanners.
Top Skills: MS OfficeXplan
Reposted YesterdaySaved
In-Office
Cebu City, Cebu, Central Visayas, PHL
Junior
Junior
Software • Financial Services
Review and vet Statements of Advice for technical accuracy, compliance, and client alignment; validate and integrate bot/automation outputs; coach frontline teams; produce playbooks and training; analyze recurring SOA issues and recommend process improvements; provide hands-on advisory and QA support across assignments.
Top Skills: AIAutomation SystemsBot IntegrationQa ToolsXplan
12 Days AgoSaved
In-Office
Cebu City, Cebu, Central Visayas, PHL
Mid level
Mid level
Software • Financial Services
Execute and optimize day-to-day paid, owned, and earned digital campaigns; manage campaign builds, landing pages, HubSpot workflows, content calendar, communications, partner coordination, and reporting to drive lead generation and marketing operations.
Top Skills: AsanaHubspotMs FormsSemSeoSharepoint
Reposted 13 Days AgoSaved
In-Office
Cebu City, Cebu, Central Visayas, PHL
Junior
Junior
Software • Financial Services
Provide administrative support for financial planning: enter client data, prepare quotes, product comparisons, applications, reports and presentations, coordinate submissions and follow-ups, schedule meetings and travel, and maintain confidentiality and professionalism.
Top Skills: Financial Planning SoftwareGoogle WorkspaceMS Office
13 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Software • Financial Services
Support financial planners by preparing and reviewing detailed financial plans and reports, managing client files, preparing product comparisons and applications, coordinating meetings and travel, ensuring compliance and timely processing, mentoring junior assistants, and contributing to process improvements and workflow optimization.
Top Skills: MS OfficeXplan
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