Total 336 Finance / Banking / Insurance job vacancies

[Your Next Opportunity]

Join our Trust team and be part of something meaningful. In this role, you will be managing client trust portfolios, ensuring everything runs smoothly and complies with relevant regulations. You will work alongside professional advisors, investment managers, and banks, helping to administer trusts and provide key support to clients.

From maintaining accurate trust records to assisting with distributions, invoicing, and documentation, you will play a vital role in delivering exceptional service. This is an opportunity to expand your knowledge of trusts, fiduciary responsibilities, and estate planning while honing your client servicing skills.

[Your Role & Responsibilities]

• Assist with day-to-day administration of trust portfolios and the underlying structure, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and any work that is required.
• Work with professional advisors, investment managers and banks on trust administration related matters.
• Assist with periodic reviews of assigned trust portfolios to ensure they are being administered in accordance with the trust deeds, the company’s policies, and legal and tax requirements.
• Assist in maintaining accurate and updated trust records.
• Assist to prepare trustee minutes, resolutions, or any trust related documents as guided by the Supervisor.
• Assist in invoicing and debtor collection on timely manner
• Provide any other assistance as required by your supervisor.

[What We Are Looking For]

[Education]

• Bachelor’s degree in Business Administration, Law, Finance, Accounting, or a related field.

[Skills & Experience]

• Minimum 4 years of experience in Trust Administration or a relevant field.
• Strong understanding of trust laws, estate planning, taxation, and fiduciary responsibilities.
• Strong analytical skills, attention to detail, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Discretion and confidentiality with high ethical standards when handling sensitive client data.
• STEP qualification is a plus.

[Traits]

• Client-Focused: You are dedicated in providing excellent service and ensuring client satisfaction.
• Detail-Oriented & Organised: You excel at managing multiple tasks with precision and care.
• Collaborative: You enjoy working as part of a team and are committed to supporting your colleagues and clients

[What We Offer]

• Professional Growth – We value commitment and provide opportunities for professional development, industry exposure and professional memberships.
• Competitive Compensation – Structured salary package with annual reviews, discretionary performance bonuses and a fixed bonus.
• Flexible Work – Hybrid model with remote options giving you autonomy while ensuring productivity.

We regret to inform that only shortlisted candidates will be notified.

[Your Next Opportunity]

Join our Trust team and be part of something meaningful. In this role, you will be managing client trust portfolios, ensuring everything runs smoothly and complies with relevant regulations. You will work alongside professional advisors, investment managers, and banks, helping to administer trusts and provide key support to clients.

From maintaining accurate trust records to assisting with distributions, invoicing, and documentation, you will play a vital role in delivering exceptional service. This is an opportunity to expand your knowledge of trusts, fiduciary responsibilities, and estate planning while honing your client servicing skills.

[Your Role & Responsibilities]

• Assist with day-to-day administration of trust portfolios and the underlying structure, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and any work that is required.
• Work with professional advisors, investment managers and banks on trust administration related matters.
• Assist with periodic reviews of assigned trust portfolios to ensure they are being administered in accordance with the trust deeds, the company’s policies, and legal and tax requirements.
• Assist in maintaining accurate and updated trust records.
• Assist to prepare trustee minutes, resolutions, or any trust related documents as guided by the Supervisor.
• Assist in invoicing and debtor collection on timely manner
• Provide any other assistance as required by your supervisor.

[What We Are Looking For]

[Education]

• Bachelor’s degree in Business Administration, Law, Finance, Accounting, or a related field.

[Skills & Experience]

• Minimum 2 years of experience in Trust Administration or a relevant field. If you have 1 year of relevant Trust experience and are passionate to pursue a career in Trust, you are welcome to apply. Compensation will commensurate accordingly with experience.
• Strong understanding of trust laws, estate planning, taxation, and fiduciary responsibilities.
• Strong analytical skills, attention to detail, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Discretion and confidentiality with high ethical standards when handling sensitive client data.
• STEP qualification is a plus.

[Traits]

• Client-Focused: You are dedicated in providing excellent service and ensuring client satisfaction.
• Detail-Oriented & Organised: You excel at managing multiple tasks with precision and care.
• Collaborative: You enjoy working as part of a team and are committed to supporting your colleagues and clients

[What We Offer]

• Professional Growth – We value commitment and provide opportunities for professional development, industry exposure and professional memberships.
• Competitive Compensation – Structured salary package with annual reviews, discretionary performance bonuses and a fixed bonus.
• Flexible Work – Hybrid model with remote options giving you autonomy while ensuring productivity.

We regret to inform you that only shortlisted candidates will be notified.

Job Description

• Responsible for managing month-end closing activities including property tax, depreciation, and investment-related entries while ensuring accuracy of financial records and compliance to relevant accounting standards.
• Handles asset matters including minor assets tracking, stocktake, disposal schedules and capital expenditure reporting.
• Prepares and submits regular financial reports including GST returns, variance analysis, and Department of Statistics reports.
• Support the review of policies, system changes and FRS applications.
• Involve in financial analysis and prepare management presentations.
• Liaise with external auditors on annual financial audits for the relevant scope.

Other Requirements

• Candidates to have at least 2 years of relevant work experience.
• Degree holder.
• Positive work attitude with good communication skills – written and verbal English.

Quality Assurance (QA) Testing & Execution

• Prepares test plans, test cases and test scripts to test each software component and demonstrate the business condition under test and the expected results.

• Execute regression tests, functional tests and data tests.

• Test environment setup, defects tracking and coordinating with PO, users and tech team to resolve the issues and determine defect priority.

• Estimates work requirement for contribution to the project sprint plan, report and track UAT deliverables.

• Stays abreast of QA & Testing best practice and latest available tools (HP Quality Centre and ALM), frameworks and standards.

• Ensures high Quality and accuracy is maintained through to software release.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

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PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 • EA Registration No. R1877971 (Derrick Tiew Yong Han)

Responsibilities

• Handle the full spectrum of Accounts Receivable (AR) functions accurately and in a timely manner.

• Process invoices, payments, and receipts, while reconciling accounts and resolving discrepancies efficiently.

• Experience with Certificate of Origin application process with Chamber will be an advantage.

• Experience with using SAP Business One will be an advantage

• Assist with month-end and year-end closing activities to ensure accurate financial reporting.

• Work closely with internal departments to ensure smooth financial operations and efficient workflows.

• Maintain positive working relationships with clients and vendors, responding to financial queries in a professional manner.

• Ensure compliance with company policies and financial regulations, and assist the Finance Manager with ad hoc projects and assignments as required.

Requirements

• Diploma in Accountancy or an equivalent qualification.

• At least 2 years of relevant commercial accounting experience

• Good communication and teamwork skills.

• Detail-oriented, well-organised, and able to work independently.

• Candidates who are able to commence work immediately will have an added advantage.

Key Responsibilities

• Work with business stakeholders to gather, analyze and document business requirements.
• Translate business needs into functional specifications, user stories, process flows and acceptance criteria.
• Act as a domain expert for insurance processes such as policy administration, underwriting, claims, billing, renewals, endorsements and customer servicing.
• Analyze insurance data to identify trends, gaps, risks and improvement opportunities.
• Use SQL to query databases, validate data, perform impact analysis and support reporting requirements.
• Collaborate with data analysts, developers, testers, architects and product teams to ensure successful delivery.
• Support requirement walkthroughs, sprint planning, backlog grooming, UAT and production validation.
• Create business process maps, data flow diagrams, BRDs, FRDs and other project documentation.
• Assist in data mapping, source-to-target analysis, data quality checks and reporting validation.
• Ensure solutions comply with business rules, regulatory requirements and insurance industry standards.
• Identify process improvement opportunities and recommend data-driven solutions.
• Support defect triage, root cause analysis and issue resolution during testing and implementation phases.

Job Requirements:

• Over 7 years of experience as a Business Analyst, preferably in insurance or financial services.
• Strong insurance domain expertise across one or more areas: Life Insurance, Health Insurance, Property & Casualty Insurance, Commercial Insurance, Claims Management, Policy Administration, Underwriting, Billing and Payments.
• Strong understanding of insurance workflows, business rules, forms, regulatory needs and operational processes.
• Hands-on SQL experience for data analysis, validation and reporting.
• Good understanding of relational databases, tables, joins, filters, aggregations and data quality checks.
• Experience in data analytics, reporting, dashboard requirements, KPI analysis and business insights.
• Ability to analyze large datasets and translate findings into business recommendations.
• Strong experience in requirement gathering, stakeholder management, documentation and UAT support.
• Experience working in Agile/Scrum environments.
• Strong written and verbal communication skills.
• Ability to work independently and coordinate with cross-functional teams.