Total 33 technical support job vacancies in Finance / Banking / Insurance category in The Philippines

Responsibilities:

Manage in‑flow and out‑flow of cash for events.

Maintain accurate financial records and transaction documentation.

Assist with invoicing, payments, and reconciliations related to events.

Monitor budgets and expenses, flagging discrepancies.

Prepare financial reports for each event/project.

Support the events team with financial compliance and audits.

Requirements:

Diploma/Degree in Accounting, Finance, or equivalent.

Minimum 2 years of finance experience (preferably in events/project-based work).

Proficiency in MS Excel and accounting software.

Detail-oriented with good organizational skills.

Company Overview

ATR is the world’s leading regional aircraft manufacturer, offering innovative turboprop solutions that connect communities globally. ATR Eastern Support in Singapore serves the Asian-Pacific region with dedicated teams in Support, Quality, HR, Commercial, and Finance.

Job Summary

The Credit Management Officer supports ATR’s Finance Directorate by managing customer credit risk, maintaining accounts, and ensuring compliance with group credit policies. This role requires strong communication, independent task management, and collaboration with internal and external stakeholders.

Responsibilities

• Update and maintain approved customer credit lines and payment terms in SAP to ensure accurate account management
• Assess credit risk by reviewing overdue invoices, credit usage, and payment maturity to control customer order releases
• Ensure timely renewal of administrative bank guarantees such as letters of credit to secure financial transactions
• Monitor incoming customer payments, post them promptly, and apply payments to outstanding invoices according to customer instructions
• Apply credit notes accurately to customer invoices and maintain clear account records by reconciling payments and invoices
• Produce and deliver monthly and on-demand customer account statements to support financial transparency
• Obtain and provide customer financial statements to assist the Head of Finance in evaluating customer solvency and credit risk
• Communicate proactively with customers via email and video calls to ensure timely payments and build trustful relationships
• Follow up diplomatically with customers on overdue invoices to encourage prompt payment and manage debt recovery processes
• Initiate and monitor advanced payment arrangements and ensure compliance with rescheduled debt instalments
• Prepare and submit claims to credit insurers or external recovery providers to mitigate financial losses
• Collect, analyze, and escalate customer disputes related to invoicing, pricing, logistics, or equipment to relevant departments and coordinate resolution meetings

Required competencies and certifications

• Proficiency in SAP R/3 Modules FI/CO to manage financial and credit data effectively
• Strong verbal communication skills to engage customers and internal teams and build trustful relationships
• Problem-solving and analytical skills to assess credit risk and resolve disputes
• Advanced skills in MS Office, including Excel and Power BI, to analyze data and generate reports
• Time management and organizational skills to handle multiple tasks and deadlines efficiently
• Attention to detail and thoroughness in maintaining accurate financial records
• Fluency in English for effective communication within the multinational environment

Preferred competencies and qualifications

• Degree in Finance, Economics, or Foreign Languages with at least 2 years of relevant job experience
• Proficiency in French to support business communication with French-speaking stakeholders, based on operational needs
• Knowledge of Chinese and Italian languages considered advantageous for broader communication support

Benefits

• Highly competitive compensation package  
• Work-life balance options including remote working

Our Recruitment Process

• Innovative and digital assessment to understand candidate capabilities
• Interviews with Hiring Manager, HR Recruiter, and Managing Director

Candidate must be able to understand/ read Chinese as he/she needs to generate Chinese quotations.

Job Description

Responsibilities:

1. Preparation of policy illustrations and client presentation materials for insurance specialists

2. Provide support to Insurance Specialists for new business and policy servicing transactions. This includes, but is not limited to, coordinating medical appointments with clinics, submitting required documentation to insurers, processing payment advice, and engaging with internal and external stakeholders to advance various transactions

3. Preparation of policy review packages for incepted policies

4. Execute administrative tasks, including document printing, binding, and the arrangement of local and international courier services

5. Offer cross-support for Wealth Planning trust administration as needed.

Requirements:

1. Minimum of 3 years’ relevant experience within Bancassurance or Insurance Brokerage environments

2. Strong interpersonal skills with the ability to communicate effectively with diverse stakeholders

3. Demonstrated ownership of outcomes and a strong drive to achieve personal and professional objectives

4. Well‑developed organizational abilities, with effective project coordination and management skills

This job advertisement is posted by:

Tan Geok Khim (Deng Yuqin) (R22107857)

A-IT Software Services Pte Ltd

EA License No: 24C2345

Job Responsibilities

• Responsible to monitor and manage clients' Loan and Fixed Deposit maturity date, as well as Foreign Exchange transactions.

• Initiating loan utilization request, reviewing loan documents to ensure compliance with credit and agreement conditions, & cooperating with Treasury team, Loan Operation team as well as other stakeholders.

• Promote cross selling bank's product via tele-marketing calls such as Time Deposit and Foreign Exchange, and actively involved in department's marketing campaign together with Relationship Manager.

Job Requirements

• Be able to work closely with internal stakeholders to ensure smooth operations and transactions.

• Be able to work in a fast paced environment, understand customer's requirements in a short period of time and present solutions that meet their needs.

• Keen attention to details for ensuring accuracy and compliance in processing transactions.

• Good communication and people skills required for interacting well with clients and colleagues.

• Working experience with loan funding systems/ loan officer work will be advantageous.

Job Duties:

• Support the team by documenting commercial decisions, conditions, and required follow-up actions captured accurately and addressed promptly

• Prepare and submit high quality governance meeting minutes, ensuring they meet documentation standards and are delivered within required timelines.

• Validate submissions, maintain and update the Relationship Journey

• Track delays, amendments, and escalations to ensure transparency and timely updates. Ensure prompt updates captured for deals delayed or deal status updated

• Produce monthly reports on cross‑buy fulfillment and accountability sign‑offs for audit and governance reviews.

• Collaborate with technology teams (e.g., Salesforce) to streamline workflows, improve data quality and enhance reporting automation

• Recommend governance enhancements to strengthen transparency, effectiveness, reduce manual effort, and improve end‑to‑end process discipline

Job Requirements:

• Strong organizational, documentation, and workflow‑management skills with excellent attention to detail.

• Experienced with governance frameworks, banking & financial products, and/or credit processes preferred.

• Proficiency in PowerPoint, Excel and Salesforce, including managing trackers, workflows, and dashboards (Power BI or Tableau)

• Effective communicator with strong stakeholder‑management skills with the ability to prepare structured, high-quality materials for senior audiences.

• Bachelor’s degree with 2-3 years relevant experience.

Interested applicants please send your resume in MS Words format and attn it to Tan Joanna (R1104661).

Short listed candidates will be notified

www.ambition.com.sg

EA Registration Number: R1104661

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. Licence Number: 10C5117

Job Duties:

• Support the team by documenting commercial decisions, conditions, and required follow-up actions captured accurately and addressed promptly

• Prepare and submit high quality governance meeting minutes, ensuring they meet documentation standards and are delivered within required timelines.

• Validate submissions, maintain and update the Relationship Journey

• Track delays, amendments, and escalations to ensure transparency and timely updates. Ensure prompt updates captured for deals delayed or deal status updated

• Produce monthly reports on cross‑buy fulfillment and accountability sign‑offs for audit and governance reviews.

• Collaborate with technology teams (e.g., Salesforce) to streamline workflows, improve data quality and enhance reporting automation

• Recommend governance enhancements to strengthen transparency, effectiveness, reduce manual effort, and improve end‑to‑end process discipline

Job Requirements:

• Strong organizational, documentation, and workflow‑management skills with excellent attention to detail.

• Experienced with governance frameworks, banking & financial products, and/or credit processes preferred.

• Proficiency in PowerPoint, Excel and Salesforce, including managing trackers, workflows, and dashboards (Power BI or Tableau)

• Effective communicator with strong stakeholder‑management skills with the ability to prepare structured, high-quality materials for senior audiences.

• Bachelor’s degree with 2-3 years relevant experience.

Interested applicants please send your resume in MS Words format and attn it to Tan Joanna (R1104661).

Short listed candidates will be notified

www.ambition.com.sg

EA Registration Number: R1104661

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. Licence Number: 10C5117

Responsibilities

• Assist Consultants in sales support work
• Arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
• Attend client’s medical examinations or other client’s meetings in Consultant’s absence
• Submit application documentation to insurance companies
• Update Consultant on their pipeline and cases
• Prepare and complete annual reviews with relevant business units
• Prepare power point presentation and product comparison for meetings
• Assist with any other ad-hoc duties assigned

Requirements

• Minimum 2 years of experience in the Insurance sector
• Proficient in MS Office

Interested applicants please email your resume to meganng@recruitexpress.com.sg
Megan Ng Su Ting (CEI No.: R23115059)
Recruit Express Pte Ltd
EA Licence No: 99C4599

*** We regret that only shortlisted candidates will be contacted.

Job Responsibilities:

· Support sales team with timely and accurate quotation preparation

· Prepare and dispatch Quotation Highlights and monthly reports promptly

· Generate policy illustrations using insurers’ proprietary software

· Respond to enquiries from both internal and external stakeholders

· Provide timely support to consultants and bankers, including preparing and couriering client proposals for meetings

· Data entry into the system accurately

· Adhoc tasks and projects as assigned

Job Requirements

· Minimum Diploma in a related discipline

· 1 year of relevant experience would be an added advantage

· Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to joseph.koh@ambition.com.sg

Attention to Joseph Koh Wei Jie (R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. License Number: 10C5117

Responsibilities

• Prepare policy illustrations and client presentation materials to support Insurance Specialists in their advisory engagements.
• Provide operational and administrative support for new business submissions and policy servicing. This includes coordinating medical appointments with clinics, submitting required documentation to insurers, processing payment advice, and engaging with internal and external stakeholders to progress applications and transactions efficiently.
• Prepare policy review packages for existing in-force policies, ensuring accuracy and completeness of documentation.
• Execute general administrative duties, including printing and binding documents, as well as arranging local and international courier services.
• Provide cross-support to the Wealth Planning team, particularly in trust administration tasks when required.

Requirements

• Diploma or Degree in Business, Finance, Banking, or a related discipline.
• Minimum of 2 years’ relevant experience within Bancassurance or Insurance Brokerage environments.
• Excellent interpersonal skills with the ability to communicate effectively with diverse stakeholders.
• Demonstrated ownership of outcomes with a high level of drive to achieve personal and professional objectives.
• Well-developed organizational abilities, with effective project coordination and management skills.

Job Summary

The Business Supporting Officer will contribute to operational excellence and digital transformation within the bank’s Operations Department by leading system enhancement projects, optimizing system functionalities, and ensuring compliance through accurate reporting and effective stakeholder collaboration.

Responsibilities

• Lead and coordinate system enhancement projects by gathering requirements, managing functional testing, and conducting business verification to ensure successful system upgrades
• Represent the bank’s operational interests by actively participating in industry work group meetings and following up on action items to influence industry standards
• Drive digital transformation initiatives by supporting the implementation and localization of operational systems to improve departmental efficiency
• Optimize system functionalities and operational processes by drafting clear operational manuals and delivering internal training sessions to enhance team capabilities
• Prepare, review, and submit accurate statistical, monitoring, and regulatory reports within deadlines to maintain compliance and support decision-making
• Assist with daily business support activities by resolving operational issues and executing tasks assigned by the Department Head to maintain smooth operations

Preferred competencies and qualifications

• Bachelor’s degree or above, preferably in Banking, Finance, Business Administration, or a related field
• Knowledge of local payment systems such as MEPS+, GIRO, FAST, PayNow, and eGIRO, including experience participating in industry exercises
• Familiarity with data analysis techniques or reporting tools to support data-driven decision-making
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) to prepare documentation and reports
• Ability to communicate effectively in English; ability to liaise with Mandarin-speaking counterparts is advantageous for cross-language collaboration
• Demonstrated proactive attitude, attention to detail, adaptability, and ability to perform under pressure in a fast-paced environment
• Commitment to uphold high standards of compliance with company policies and regulatory requirements