148 Financial Transactions jobs in Singapore
Financial Transactions Coordinator
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Job Description
We are seeking a detail-oriented and organized Financial Transactions Coordinator to assist in managing financial transactions, maintaining accurate records, and performing various accounting tasks.
- Assist with accounts payable and receivable tasks.
- Process invoices, payments, and other financial transactions.
- Maintain accurate financial reporting and reconciliations.
- Collaborate with the accounting team.
The ideal candidate should have a diploma or certificate in Accounting or a related field and basic knowledge of accounting principles and practices. Proficiency in Microsoft Office (Excel, Word) and accounting software is also required.
Key Requirements• Diploma or certificate in Accounting or a related field
• Basic knowledge of accounting principles and practices
• Proficiency in Microsoft Office (Excel, Word)
• Proficiency in accounting software
What We OfferA challenging and rewarding role in a dynamic accounting team, with opportunities for growth and development.
We strive to provide a work environment that is supportive, inclusive, and respectful of all employees.
We offer competitive salary and benefits package.
Financial Transactions Administrator
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Job Role
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- This role involves managing and overseeing accounts receivables, ensuring timely and accurate financial transactions."> ">
- You will be responsible for maintaining accounting journals, processing staff expense claims, and handling customer queries. ">
- Frequent tasks include updating entries in the accounting system, charging entries to correct account codes, and generating monthly accounts receivable reports. ">
- Additionally, you will assist the finance manager with various accounting duties and perform analysis of accounts as needed. ">
Key Responsibilities
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- Manage accounts receivables, including daily entry of receipts into the accounting system. ">
- Process staff expense claims and ensure entries are charged to the correct account codes. ">
- Handle customer queries regarding daily financial transactional activities. ">
- Ensure timely and accurate report submission. ">
- Generate monthly accounts receivable reports. ">
- Assist the finance manager with other areas of accounting whenever necessary. ">
- Perform analysis of accounts and prepare audit schedules. ">
Required Skills
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- Microsoft Office ">
- Microsoft Excel ">
- Inventory Management ">
- Administration ">
- Payroll Processing ">
- Data Entry ">
- Accounting ">
- Administrative Support ">
- Team Player ">
- Audit Skills ">
- Ability to work independently ">
Benefits
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- Avoidance of manual data entry errors through automation. ">
- Enhanced accuracy and efficiency in financial transactions. ">
- Increased productivity through streamlined processes. ">
- Simplified reporting and reconciliation processes. ">
Note
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- We value our team members' contributions and recognize their hard work. ">
Financial Transactions Specialist
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Billing executives play a crucial role in the financial operations of an organization.
- Generating and sending accurate invoices to clients
- Maintaining detailed records of transactions, invoices, and payment histories
- Reviewing client accounts for accuracy and completeness
Strong analytical skills and attention to detail are required for this position. The ideal candidate should possess excellent communication skills, with a proven ability to resolve billing discrepancies and errors efficiently.
Senior Financial Transactions Coordinator
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The role of a Financial Transactions Coordinator involves ensuring the accuracy and timeliness of financial transactions, including billing, collections, and customer account management.
- Key responsibilities include:
- Preparing and dispatching bills to customers, managing deposit records, and handling GIRO payments from customers.
- Managing customer inquiries and exceptions, such as waivers and refunds.
- Generating and sending customer statements of accounts.
- Preparing and analyzing financial reports, including AR aging reports.
- Reviewing and processing refund and/or payment requests from various sources.
- Handling different tasks within the financial transactions portfolio where resource requirements arise.
Requirements:
- Academic qualifications: At least a Diploma in Accounting or Finance is preferred.
- Skills and experience:
- Fresh diploma holders are welcome to apply for this position.
- Prior experience in a financial transactions role is advantageous.
- Knowledge of accounting software, particularly SAP, is beneficial.
- Experience working in a shared services environment is an advantage.
- Proficiency in computing science (automation) and project management skills is desirable.
Attributes:
- A dedicated team member with attention to detail.
- Strong analytical and numerical skills.
- Independent, self-driven, and able to multitask on routine work as well as projects.
- Comfortable applying technology in daily work.
Chief Financial Transactions Manager
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We are seeking a highly skilled Accounts Payable Specialist to manage our company's accounts payable functions.
Key Responsibilities:- Process, verify, and manage invoices and payment cycles.
- Handle vendor relationships and resolve discrepancies.
- Conduct monthly reconciliations and assist with month-end closings.
- Maintain ledger accounts and generate financial reports.
- Collaborate with other departments to ensure adherence to financial controls.
- Support in audits and participate in finance projects as needed.
- A Diploma in Accounting, Finance, or a related field is required.
- At least one year of experience in Accounts Payable or a comparable position is necessary.
- Proficiency in Microsoft Office and strong analytical skills are essential.
This role offers a competitive salary package and opportunities for career growth and development.
Audit Financial Services
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Function(s): Audit
Work Type: Permanent
Start Date for Applications: 3 Oct 2025
Closing Date for Applications:
KPMG in Singapore is part of a global organization of independent professional services firms providing Audit, Tax and Advisory services. We operate in 143 countries and territories with more than 273,000 partners and employees working in member firms around the world. Each KPMG firm is a legally distinct and separate entity and describes itself as such. KPMG International Limited is a private English company limited by guarantee. KPMG International Limited and its related entities do not provide services to clients.
Job Description
The successful candidate will have the following responsibilities:
- Working in teams to acquire an in-depth understanding of our client's business;
- Carrying out the audit based on audit planning, prepare appropriate audit work papers;
- Understanding the relationships between objectives of the audit sections, the need for the sufficiency of audit evidence, and presentation of the conclusions
The ideal candidate should have:
- A recognised degree in Accountancy and professional accounting qualifications such as ACA, ACCA, CPA Australia or equivalent
- Brings along 1 - 3 years of experience in handling a portfolio of listed clients
- A good understanding of pertinent business and risk management issues and familiarity with the relevant regulatory and reporting standards
- Good working knowledge of IFRS
- Experience in handling IPO engagements is greatly advantageous
- Excellent communications skills, strong analytical skills and excellent business acumen
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Only shortlisted candidates will be contacted by KPMG Talent Acquisition team, personal data collected will be used for recruitment purposes only.
At KPMG in Singapore we are committed to creating a diverse and inclusive workplace. We believe that diversity of thought, background and experience strengthens relationships and delivers meaningful benefits to our people, our clients and communities. As an equal opportunity employer, all qualified applicants will receive consideration for employment regardless of age, race, gender identity or expression, colour, marital status, religion, sexual orientation, disability, or other non-merit factors. We celebrate the different talents that our people bring and support every staff member in their journey to achieve personal and professional growth. One of the ways we do this is through Take Charge: Flexi-work, our flexible working framework which enables agile and innovative teams to help deliver our business goals.
Financial Services Representative
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Roles and Responsibilities
Client Relationship Management & Consultation
Conduct in-depth consultations with prospective and existing clients to understand their priorities and financial objectives/needs, risk tolerance, and life circumstances.
Build and cultivate long-term client relationships through proactive communication, regular portfolio reviews, and customized service.
Act as the primary point of contact for clients, addressing their questions and concerns in a timely and professional manner.
Educate clients on financial concepts, investment strategies, and market conditions.
Financial Planning & Analysis
Gather and analyze clients' priorities and objectives, personal information, financial information, including assets, liabilities, income, expenses, and risk tolerance. Client's current investment portfolio including any existing life policy.
Develop comprehensive and customized financial plans to meet client's priorities and objectives/needs covering retirement planning, education funding, estate planning, tax optimization, and risk management.
Present financial plans and investment proposals to clients in a clear and informed manner.
Implement the client's financial planning recommendations and update client regularly and follow up to completion of the financial planning process.
Conduct regular annual review to monitor the progress towards the client's objectives/goals.
Continue to service client for in-force policy request such as change of beneficiaries, address change, policy ownership change, premium finance transactions, policy loan, partial surrender, full surrender, etc.
On-going Monitor/Review Client's Situation
Conduct regular annual review for transfer-in and orphan policy.
Provide service to client for in-force policy request such as change of beneficiaries, address change, policy ownership change, premium finance transactions, policy loan, partial surrender, full surrender, etc.
Business Development & Compliance
Proactively seek and develop new client relationships through networking, introducers, seminars, and other marketing efforts.
Stay current with financial markets, industry trends, and regulatory changes.
Prepare pitch decks, proposals, and reports for prospective partners and clients.
Support in organising and executing partner events, training sessions, and industry networking engagements.
Verify and establish the true and full identity of client and ensure compliance with regulatory requirements.
Ensure all activities are in strict compliance with regulatory and company policies.
Maintain accurate and confidential client records.
Qualification and Skills:
Experience: 2+ years of proven experience in financial planning, wealth management or a related role.
Licensing: As per MAS requirements.
Skills:
Strong understanding of investment products, financial planning principles, and market dynamics.
Excellent interpersonal, communication, and presentation skills.
Proven ability to build trust and foster long-term client relationships.
Strong analytical and problem-solving abilities.
Self-motivated with a strong aptitude for sales and business development.
Proficiency in MS Office Suite.
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Financial Services Manager
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About the Role
As a Financial Services Manager, you will play a key leadership role in developing, coaching, and mentoring a team of financial consultants. You will guide them in delivering quality financial advice to clients in areas such as protection, savings, investments, and retirement planning. This role provides opportunities for both leadership development and career advancement within Prudential.
Key Responsibilities
Lead, coach, and mentor a team of financial consultants.
Drive performance through goal setting, training, and continuous development.
Support financial consultants in delivering professional financial advice to clients.
Build and maintain a client base while upholding high standards of professionalism and compliance.
Stay updated on industry developments, regulatory requirements, and Prudential's product offerings.
What We Offer
Structured leadership and management training programs.
Access to Prudential's comprehensive suite of financial solutions and digital platforms.
Opportunities for career progression and recognition within the financial services industry.
A supportive and collaborative working environment.
Who We're Looking For
- Candidates must be at least 21 years old and must possess at least:
o A full certificate in GCE 'A' Level,
o International Baccalaureate Diploma qualification,
o Diploma awarded by a Polytechnic in Singapore,
or any other academic qualification which is equivalent to the above
qualifications.
Individuals with leadership potential and strong interpersonal skills.
Prior experience in financial services, sales, or people management is an advantage.
Committed to professional growth and developing others.
DKO
A Group of Agency Units of Prudential Assurance Company Singapore
Approval Code: AT18Sep25YP24
Financial Services Assurance
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Job Description & Summary
At PwC, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We're a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help clients build, accelerate and sustain momentum. Find out more at
Our Financial Services Assurance Practice works with organisations to strengthen trust and transparency by building, maintaining and providing trust over financial reporting in a fast changing, technology-driven world. As Asia's top financial services practice, our audit approach is at the leading edge of best practice. We draw upon our extensive industry knowledge for our clients including top blue chip companies in the asset management, banking, capital markets, and insurance sectors. We provide our clients with insights, empowered by leading technologies, into marketplace developments and global opportunities.
Job Description
We are now seeking for suitable & capable talents with strong Financial Services audit experience to join our Financial Services Assurance team to assist with participating in a broad range of statutory audit assignments for our Banking & Capital Markets clients. Together we can build trust in society and solve important problems.
Key responsibilities:
- Involvement in a broad range of statutory audit assignments for our financial services clients
- Potential involvement in selected advisory assignments which could include providing advice on accounting for complex arrangements and instruments, internal control & risk management reviews, financial due diligence and transactions support (amongst others)
Requirements:
- Degree holder in any discipline
- Professionally qualified preferred
- Min. 2 years and above of relevant experience with an international public accounting firm, with extensive experience in statutory and regulatory audits of Banking & Capital Markets clients
- Strong interpersonal, written and verbal communication skills
- Excellent team working skills
*Thank you for your interest in developing a career with PwC Singapore. Only shortlisted candidates will be notified due to the high number of applicants for this role.
Financial Services Consultant
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Roles & Responsibilities
- To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
- Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
- Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
- Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
- Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
- Recommend financial planning strategies to clients to achieve their financial goals and objectives
- Implement financial planning recommendations to clients or prospective clients
Requirements
- Diploma/ Degree holder in any discipline
- Prior working experience
Excellent interpersonal skills and leadership potential
M5/M9,M9A,HI are advantage