Financial Advisor Assistant
hace 1 mes
**Location**: Remote (Based in Colombia)
**Salary**: 1.5 million pesos with a performance bonus of up to 500 thousand pesos
**Job Type**: Full-Time
**Key Responsibilities**:
- Make outbound calls to clients and prospects
- Schedule and book appointments for the financial advisor
- Assist with paperwork and ensure accurate documentation
- Follow up on client transfers and other processes
- Provide support in managing insurance policies, retirement accounts, and other financial instruments
- Ensure client satisfaction and maintain a high level of professionalism in all communications
- Be available to the Financial Advisor needs
**Qualifications**:
- Fluent in English (both written and spoken)
- Proven experience in finance, banking, or insurance products
- Strong communication and organizational skills
- Ability to work independently and handle multiple tasks
- Excellent attention to detail and ability to meet deadlines
- Excellent organization skills
**Benefits**:
- Competitive salary with performance-based bonus
- Colombian health and pension benefits (EPS and AFP)
- A supportive and professional work environment with opportunities for growth
Ability to commute/relocate:
- Bogotá, Distrito Capital, Cundinamarca: Reliably commute or willing to relocate with an employer-provided relocation package (preferred)
**Education**:
- Associate (preferred)
**Experience**:
- Finance: 1 year (preferred)
**Language**:
- English (required)
Willingness to travel:
- 25% (preferred)
-
Financial Coordinator Assistant
hace 2 semanas
Bogotá, Bogotá D.E., Colombia Crg Solutions A tiempo completoJob SummaryWe are seeking a highly skilled Financial Coordinator Assistant to join our team at Crg Solutions. The ideal candidate will have a strong background in financial administration and excellent communication skills.Key ResponsibilitiesAnswer incoming calls and respond to customer inquiries.Save and label prov claims/statements/invoices, and sort...
-
Financial Coordinator Assistant
hace 2 semanas
Bogotá, Bogotá D.E., Colombia CRG Solutions A tiempo completoJob SummaryWe are seeking a highly organized and detail-oriented Financial Coordinator Assistant to join our team at CRG Solutions. The successful candidate will be responsible for providing administrative support to our financial and clinical teams.Key ResponsibilitiesAnswer incoming calls and respond to customer inquiriesProcess and manage accounts payable...
-
Financial Assistant
hace 1 semana
Bogotá, Bogotá D.E., Colombia Crg Solutions A tiempo completoJob OverviewCrg Solutions seeks a skilled Financial Assistant to join our team, responsible for coordinating accounts receivable and payable operations. This role is ideal for a highly organized individual with excellent communication skills and a strong background in finance.Job DescriptionThe Financial Assistant will be responsible for answering incoming...
-
Financial Analyst Assistant
hace 4 horas
Bogotá, Bogotá D.E., Colombia BruntWork A tiempo completoJob Opportunity We are seeking a skilled Financial Analyst Assistant to join our team at BruntWork. This is a remote position that requires exceptional attention to detail and organizational skills. Schedule: Monday to Friday from 8am – 5pm Texas time ( with a one hour unpaid break / 8 hours per day/40 hours per week This role is open to...
-
Financial Assistant
hace 3 semanas
Bogotá, Bogotá D.E., Colombia Panagora Group A tiempo completoJob Information:Project/Activity: USAID/Colombia Monitoring, Evaluation and LearningIndustry: USAIDCity: BogotaState/Province: Bogota, D.C.Country: ColombiaZip/Postal Code: 110111Highest Level of Education: Bacheor's degreeWork Experience: 1-3 yearsPanagora Group is a woman-owned small business specializing in global health and international development,...
-
Accounting Assistant
hace 3 semanas
Bogotá, Bogotá D.E., Colombia Adaptive Teams A tiempo completoAccounting Assistant OpportunityWe're seeking a detail-oriented and organized Accounting Assistant to join our team. As an Accounting Assistant, you will play a crucial role in supporting our accounting processes and ensuring the accuracy of our financial records.Key Responsibilities:Assist with the month-end closing process, including reconciliations and...
-
Administrative Assistant/Bookkeeper
hace 1 mes
Bogotá, Bogotá D.E., Colombia Somewhere A tiempo completoJob Title: Admin Assistant/BookkeeperAt Somewhere, we are seeking a highly skilled and organized Admin Assistant/Bookkeeper to join our team. As a key member of our administrative team, you will be responsible for providing exceptional support to our management team and ensuring the smooth operation of our financial and administrative...
-
Administrative Assistant/Bookkeeper
hace 1 mes
Bogotá, Bogotá D.E., Colombia Somewhere A tiempo completoJob Title: Admin Assistant/BookkeeperAt Somewhere, we are seeking a highly skilled and organized Admin Assistant/Bookkeeper to join our team. As a key member of our administrative team, you will be responsible for providing exceptional support to our management team and ensuring the smooth operation of our financial and administrative...
-
Kitchen Administrative Assistant
hace 1 mes
Bogotá, Cundinamarca, Colombia Hilton A tiempo completoKitchen Administrative Assistant The Kitchen administrative assistant provides the Team with administrative support, including typing, filing, answering telephones, taking messages, maintaining appointment calendar, making travel arrangements, internal customer service and other general office duties. **What will I be doing?** An Kitchen administrative...
-
Bilingual Administrative Assistant
hace 3 semanas
Bogotá, Cundinamarca, Colombia Atlantic Talent Services A tiempo completo**Key Responsibilities**: - Manage and organize financial records and documents - Assist with banking and real estate administrative tasks - Handle correspondence and communication in both English and Spanish - Maintain spreadsheets and reports using advanced Excel skills - Provide general administrative support as needed **Qualifications**: - Bilingual...
-
Financial Controller
hace 4 semanas
Bogotá, Bogotá D.E., Colombia Red Bull A tiempo completoControllerRed Bull is seeking a highly skilled Controller to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and integrity of our financial data.ResponsibilitiesFinancial Planning and AnalysisDevelop and maintain financial models and forecasts to support business decisionsAnalyze financial data to...
-
Travel Advisor
hace 2 meses
Bogotá, Cundinamarca, Colombia JPMorgan Chase & Co A tiempo completo**JOB DESCRIPTION** As a travel advisor, you will advice on all aspects related to customer requests: quotes, reservations, post-travel attention seeking customer loyalty. To do this, you will use the different tools and systems used in the agency and will be able to suggest to your direct managers, projects and initiatives that seek to improve productivity,...
-
Talent Acquisition Specialist
hace 1 mes
Bogotá, Cundinamarca, Colombia GM Financial A tiempo completoWhy GMF?: GM Financial International Operations conducts business in Latin America and China. International Operations offers a wide range of wholesale and retail automotive financing products to dealers and their customers. The strength of the international business lies in its ability to tailor its products to meet unique dealer needs, consumer preferences...
-
Administrative Assistant/Bookkeeper
hace 1 mes
Bogotá, Bogotá D.E., Colombia Somewhere A tiempo completoJob Title: Admin Assistant/BookkeeperAt Somewhere, we are seeking a highly skilled and organized Admin Assistant/Bookkeeper to join our team. This is a unique opportunity to work with a dynamic organization and contribute to our success.Job Summary:We are looking for a detail-oriented and efficient Admin Assistant/Bookkeeper to manage our daily bookkeeping...
-
Team Assistant
hace 2 meses
Bogotá, Cundinamarca, Colombia IFC Systems Corporation A tiempo completo**Team Assistant** **Job #**: - req29399**Organization**: - World Bank**Sector**: - Administration/Office Support**Grade**: - GB**Term Duration**: - 2 years 0 months**Recruitment Type**: - Local Recruitment**Location**: - Bogota,Colombia**Required Language(s)**: - Spanish, English**Preferred Language(s)**: **Closing Date**: - 9/29/2024 (MM/DD/YYYY)...
-
Executive Assistant
hace 2 meses
Bogotá, Cundinamarca, Colombia Activate Talent A tiempo completo**OPEN FOR LATAM** **FULL TIME** **REMOTE** **Position: Executive Assistant** **Type of contract: Independent contractor** **Working Hours: 40H M-F PST** **Work from any corner of LATAM and be a part of the #remoteworkrevolution!‼️** **About our Client**: **Scope of the role**: As the Executive Assistant at our client’s company, you will be...
-
Senior Financial Planning Analyst
hace 4 semanas
Bogotá, Cundinamarca, Colombia Dialectica A tiempo completo**About Dialectica** Dialectica is a B2B information services firm that serves the world's top business professionals, by enabling them to gather real-time information and insights from industry experts across various markets, industries, and regions. Driven by our mission to achieve unparalleled customer recognition, we are developing the most trusted and...
-
Financial Controller
hace 2 semanas
Bogotá, Bogotá D.E., Colombia Mastercard A tiempo completoJob SummaryThe Financial Controller will support the Corporate Controllership team in Purchase, NY, by performing key procedures in collaboration with Business Unit and Regional Controllers, as well as Global Business Shared Services. This role is essential for maintaining the integrity of financial statements and ensuring compliance with US GAAP.Key...
-
Administrative Assistant
hace 2 meses
Bogotá, Cundinamarca, Colombia Sumitomo Mitsui Banking Corporation A tiempo completoSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group,...
-
Team Assistant
hace 2 meses
Bogotá, Cundinamarca, Colombia World Bank Group A tiempo completo**Job #**: - req29399**Organization**: - World Bank**Sector**: - Administration/Office Support**Grade**: - GB**Term Duration**: - 2 years 0 months**Recruitment Type**: - Local Recruitment**Location**: - Bogota,Colombia**Required Language(s)**: - Spanish, English**Preferred Language(s)**: **Closing Date**: - 9/29/2024 (MM/DD/YYYY) at 11:59pm...