Cashiering Accounting Staff (Project-based)

Pioneer Your Insurance; Makati; On-site; PHP 600,000 - 800,000; Full time

Job summary

A financial services company is seeking a Financial Management professional based in Makati. This role focuses on managing payment processes while ensuring client service standards. The ideal candidate has a degree in Accountancy, at least two years of experience in finance, and proficiency in MS Office. Opportunities for newly graduated applicants are welcome. This is a project-based position for 6 months.

Qualifications

• Graduate of BS Accountancy or any Accounting related course.
• At least two years of relevant work experience in financial services.
• Proficient in MS Office applications.

Responsibilities

• Manage financial operations and ensure compliance with policies.
• Ensure timely cash disbursement and client service delivery.
• Maintain accurate records of payments and collections.

Skills

Attention to details

Good communication

Organizational skills

Agility

Resourcefulness

Education

BS Accountancy or related courses

Tools

MS Office (Word & Excel)

Job description

Overview

An Overview of your Role

Responsible for receiving and safeguarding all types of payments from both internal and external sources, ensuring accurate and timely preparation of records to document and verify the receipts of fund. This role involves maintaining meticulous records, upholding company financial standards and facilitating smooth and transparent payment processes.

Duties and Responsibilities

Financial Management.Fulfills responsibilities within the set budget and suggests innovations or improvements which can lead to either revenue growth or cost savings. Manages the financial health and mitigates financial risks of the assigned branch through executing day-to-day accounting operations, limited to cashiering, disbursement and fund management functions and observing strict compliance policies and procedures.

Customer and Client Experience (Cash Disbursement). Contributes to the efficient delivery of services to customers and clients by meeting SLAs, complying with established standards, guidelines, and procedures and seeking guidance to improve their efficiency with the end-goal of improving the overall client and partner experience.

Process Management. Fulfills the following processes and activities consistently according to agreed-upon quality standards and turn-around time:

• Acceptance and Computation of Gross/Net Premium Payments.
• Validation, Computation, Recording and Issuance of Official Receipts (ORs)
• Preparation of Deposit Slips and maintenance of Daily Collection Records.
• Facilitation of Release of Cash Advances

Data Management. Follows data and document management standards and procedures in handling documents and data to ensure its accuracy and completeness.

A Bit About You

• Candidate must be a graduate of BS Accountancy or any Accounting related courses;
• With at least two (2) years relevant work experience preferably gained from the financial services and/or insurance industry;
• Newly Graduates are encouraged to apply;
• Proficient in the use of MS Office (Word & Excel);
• Willing to be assigned in our Makati Head Office
• Project based for 6months

What We Need

• With keen attention to details
• Collaborative, Agile and Resourceful
• Good communication and interpersonal skills
• With excellent attention to detail, Organizational Savvy and Results oriented