financial advisor trainee

Bank of America

<div>Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We&rsquo;ll help you<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li><li>
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li></ul>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to<ul><li>
Unlimited potential for financial growth.</li><li>
A strong referral base from across the business through our relationship with one in every two households.</li><li>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li><li>
Robust marketing support to reach wider audiences with greater appeal.</li><li>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li><li>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li></ul>
We&rsquo;re a culture that<ul><li>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li><li>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li><li>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li><li>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li></ul>
Required Qualifications:<ul><li>
Displays confidence working in a sales role</li><li>
Builds strong client relationships through effective communication and collaboration</li><li>
Displays a proactive mindset and effective time management</li><li>
Demonstrates a results-driven mindset and prioritizes client interests</li><li>
Identifies appropriate client solutions through application of learnings and new information</li><li>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li><li>
Learns and adapts to new technology or applications</li><li>
Executes multiple tasks simultaneously</li></ul> 
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Park Ave

Transamerica

<div>Job Family
Internal Sales<div>
About Us</div><div> 
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.</div><div><div> 
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment &mdash; one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.</div><div> 
</div><div>Who We Are</div><div><div> 
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.</div><div>
Today, we&rsquo;re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what&rsquo;s important to them.</div><div>
We&rsquo;re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good &mdash; for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.</div></div><div>
What We Do</div><div><div> 
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings &amp; Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.</div><div> 
Transamerica employs nearly 7,000 people. It&rsquo;s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.</div></div></div>
Job Description Summary
This role provides foundational experience in client engagement, financial planning support and operational excellence while preparing team members for licensing and long-term career growth. Provide customers with education, guidance, and transparency around retirement product solutions, such as account rollovers and retirement options.
Job Description
Responsibilities<ul><li>
Provide general product information to customers making inquiries via phone and email.</li><li>
Meet production goals as outlined in the training program, including monthly activity, client appointments, and new accounts.</li><li>
Explain and ensure customers understand product options for routine inquiries; educate and make recommendations when appropriate for Brokerage Individual Retirement Accounts (IRA).</li><li>
Learn all systems and products, including applicable regulations and compliance guidelines.</li><li>
Complete training and development programs to prepare for licensing</li><li>
Learn financial planning concepts, tools, and compliance requirements.</li><li>
Document activities in Salesforce and other customer relationship management (CRM) systems as required.</li><li>
Engage in skill-building activities and mentorship aimed at progressing into fully licensed advisor roles.</li><li>
Provide operational and administrative support to the Advice Center sales team.</li></ul>
Qualifications<ul><li>
Bachelor&rsquo;s degree in a business related field or equivalent experience</li><li>
One year of experience in the financial services industry</li><li>
Basic knowledge of financial products</li><li>
Customer service, interpersonal and listening skills to effectively communicate and earn trust</li><li>
Excellent written and oral communication and presentation skills</li><li>
Proficiency using MS Office</li><li>
FINRA Series 6 or 7, and 63 (required to be approved to do business in all states)</li><li>
FINRA Series 65 or obtain within six to 12 months</li><li>
Life and Health licenses (required within 60 days of hire)</li></ul>
Preferred Qualifications<ul><li>
Life license</li><li>
Knowledge of CRM (Salesforce.com) and digital financial advice platforms</li></ul> 
Working Conditions<ul><li>
Remote Environment</li></ul> 
Compensation
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 
Total Compensation for this role is estimated to be $55,350 - $60,750 per year.
Base Compensation:
The salary for this position ranges from $40,000 to $45,000 annually.
Bonus Eligibility:
This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 5%.
Commissions:
This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.
This role provides a guaranteed floor of $1000 each month for the first 6 months.
Disclaimer: 
Beware of fake job offers!
We&rsquo;ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:<ul><li>
We will never request personal information such as ID or payment for equipment upfront.</li><li>
Official offers are sent via DocuSign following a verbal offer&mdash;not through text or email.</li></ul>
What We Offer 
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. 
Compensation Benefits<ul><li>
Competitive Pay</li><li>
Bonus for Eligible Employees</li></ul> 
Benefits Package<ul><li>
Pension Plan</li><li>
401k Match</li><li>
Employee Stock Purchase Plan</li><li>
Tuition Reimbursement</li><li>
Disability Insurance</li><li>
Medical Insurance</li><li>
Dental Insurance</li><li>
Vision Insurance</li><li>
Employee Discounts</li><li>
Career Training &amp; Development Opportunities</li></ul> 
Health and Work/Life Balance Benefits<ul><li>
Paid Time Off starting at 160 hours annually for employees in their first year of service.</li><li>
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).</li><li>
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars</li><li>
Parental Leave &ndash; fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.</li><li>
Adoption Assistance</li><li>
Employee Assistance Program</li><li>
Back-Up Care Program</li><li>
PTO for Volunteer Hours</li><li>
Employee Matching Gifts Program</li><li>
Employee Resource Groups</li><li>
Inclusion and Diversity Programs</li><li>
Employee Recognition Program</li><li>
Referral Bonus Programs</li></ul> 
Inclusion &amp; Diversity 
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We&rsquo;re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. 
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. 
Giving Back 
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. 
Transamerica&rsquo;s Parent Company 
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.<ul><li>As of December 31, 2023</li></ul></div>

Retirement Plan Consultant - Financial Counselor (Remote) (Series 6 or 7 and 63 required)

First Command Financial Services

<div>How will this role impact First Command?

One of First Command&rsquo;s strategic priorities is to grow our number of selling Advisors so we may continue to &ldquo;Coach those who serve in their pursuit of financial security.&rdquo; The Advisor Onboarding team plays a critical operational role in effectively and efficiently converting individuals we recruit into First Command Advisors.

The Onboarding Cohort Leader plays an integral role in the initial licensing phase for new Advisor Trainees (ATs) at First Command and greatly impact the future growth of the advisor force. They are responsible for improving initial licensing throughput rates, by engaging with and coaching ATs and providing oversight of the licensing pipeline to all relevant stakeholders. They ensure all ATs understand their expectations and are provided all the tools and resources available to successfully pass the required FINRA and State exams.

What will the employee do in this role?
<ul>
<li>Establishes a coaching relationship with each new Advisor Trainee (ATs) by scheduling an initial 1:1 Welcome Call once they have cleared their background check</li>
<li>Provides each AT with a cohort study plan which outlines the cohort weekly objectives then works with them to personalize their plan for staying on track</li>
<li>Works with vendor partner to organize and facilitate the engagement with the AT for weekly cohort huddles calls and periodic instructor led focus sessions</li>
<li>Ensures each AT has study materials ordered on time for the cohort launch</li>
<li>Monitors and reports on each AT study progress weekly</li>
<li>Engages ATs weekly in support of their exam preparation</li>
<li>Coordinates and schedules 1:1 weekly check-in calls with each AT</li>
<li>Schedules 1:1 coaching calls, as needed, for more detailed guidance and support aimed at assisting ATs with staying on pace or catching up with their assigned study cohort</li>
<li>Ensures every ATs has access and understands how to use all the resources provided to help them successfully prepare for and pass all required exams</li>
<li>Opens exam windows through FINRA when standards for doing so are met and assists them with getting exams scheduled</li>
<li>Ensures all exam preparation and licensing activity data is recorded appropriately to ensure accurate and timely reporting to all stakeholders</li>
<li>Supports the Recruiting &amp; Onboarding leadership team and reports regularly on the progress of the ATs in their pipeline</li>
</ul>
Skills &amp; Qualifications

Education
<ul>
<li>Bachelor's degree or the equivalent combination of education and work experience required</li>
</ul>
Work Experience
<ul>
<li>3-5+ years in a professional office environment with emphasis on customer service and support is required</li>
<li>1+ year of experience in or knowledge of the securities registration and insurance licensing processes is preferred</li>
<li>Any coaching or teaching experience is considered a plus</li>
</ul>
Certifications
<ul><li>Securities Industry Essentials (SIE) exam preferred (will pay for licensing)</li>
<li>Series 6 or 7 licenses preferred (will pay for licensing)</li>
</ul>
Required Knowledge, Skills and Abilities
<ul>
<li>Proven experience working in a professional and service-oriented office environment</li>
<li>Excellent written and verbal communication skills</li>
<li>Ability to use independent judgment to plan and organize work</li>
<li>Demonstrated ability to work with and be entrusted with confidential client information</li>
<li>Must be able to multitask and prioritize tasks effectively in a fast-paced environment</li>
<li>Rapidly solve problems, recognize potential issues, and make decisions as quickly as possible while obtaining and maintaining all required regulatory standards</li>
<li>Demonstrate strong attention to detail and accuracy skills</li>
<li>Ability to work well under pressure and within deadlines</li>
<li>Possess strong organizational skills</li>
<li>Ability to work well with others</li>
<li>Collaborative problem-solving skills</li>
<li>Knowledge of RegEd licensing system a plus</li>
<li>Advanced computer skills and proficiency in Microsoft Office applications and AS400 (preferred)</li>
</ul>
#LI-NC1 #LI-hybrid</div>

Advisor Onboarding Cohort Lead

SMB SERVICES

<div><div>Job Title: Management Trainee Officer (MTO) &ndash; Accounts &amp; Finance (Female candidates are preferred)
Company: SMB Services
 
Department: Accounts &amp; Finance
 
Timings: 3:00 PM to 12:00 AM (Monday to Friday)
 
Trainee Period:6 Months (Permanent job offer based on performance)
Job Summary:
SMB Services is hiring Management Trainee Officers (MTOs) to join our Accounts &amp; Finance team. This role is ideal for motivated individuals who want to build a strong foundation in bookkeeping, accounting, and finance functions. You will gain hands-on experience working with both local and international clients, offering excellent exposure to global accounting practices. Upon successful completion of the 6-month training program, high-performing candidates may be offered a permanent position.
Key Responsibilities:
<ul><li>Maintain day-to-day bookkeeping and financial records
</li></ul>&middot; Assist with accounts payable, receivable, and bank reconciliations
 
<ul><li>Support monthly and annual closing processes
</li><li>Help prepare financial reports for local and international clients
</li><li>Ensure proper documentation and compliance with accounting standards</li></ul>
Requirements:
<ul><li>BBA, MBA, ACCA/ ICMA/ CIMA (Part Qualified)
</li></ul>&middot; Understanding of bookkeeping and accounting principles
 
<ul><li>Proficiency in MS Excel; experience with accounting software (e.g., QuickBooks) is a plus
</li><li>Strong attention to detail and accuracy
</li><li>Good communication, analytical, and organizational skills
</li><li>Willingness to work evening shift (3 PM &ndash; 12 AM).</li></ul>
What We Offer:
<ul><li>Structured 6-month training program with real-world exposure
</li></ul>&middot; Hands-on experience working with international clients and accounting standards
 
<ul><li>Mentorship and guidance from experienced professionals
</li><li>Opportunity for permanent placement based on performance
</li><li>A collaborative, learning-focused work environment</li></ul></div></div>

MTO Accounts & Finance (MAF287)

<div><ul><li><div>EY Doha - EY Parthenon - TCF - Infrastructure Advisory Graduate Opportunity 
Location: Doha, Qatar
At EY, we&rsquo;re all in to shape your future with confidence. 
We&rsquo;ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. 
Join EY and help to build a better working world.
Are you ready to shape the future with confidence?
Here at EY, you&rsquo;ll have the chance to build a truly exceptional experience. We&rsquo;ll empower you with the latest technology, surround you with high-performing teams, and provide the global scale and diverse and inclusive culture you need to discover your full potential. Through our coaching and training programs, you&rsquo;ll develop the skills you need to stay relevant today and, in the future, &ndash; all while building a network of colleagues, mentors, and leaders who will be on the journey with you at EY and beyond.
The opportunity: Your next adventure awaits (Nationals Only) 
Are you eager to learn about how organizations operate and succeed? Are you a problem-solver and strategic thinker passionate about the business world? 
This graduate opportunity in EY Parthenon is for you. You will be mentored as you work with supportive and diverse project teams that will help you learn and challenge you to grow. You will be helping the teams with specific components of a project, such as analyzing a client&rsquo;s data or participating in client interviews. You will work with clients to understand their unique situations and uncover insights that help them know what needs to be done. You will feel a great sense of achievement after you synthesize your overall storyboard and present the findings to your client.
What we look for:<ul><li>
You have an agile, growth-oriented mindset. What you know matters. But the right mindset is just as important in determining success. We&rsquo;re looking for people who are innovative, can work in an agile way and keep pace with a rapidly changing world.</li><li>
You are curious and purpose driven. We&rsquo;re looking for people who see opportunities instead of challenges, who ask better questions to seek better answers.</li><li>
You are inclusive. We&rsquo;re looking for people who seek out and embrace diverse perspectives, who value differences, and team inclusively to build safety and trust.</li><li>
Qualifications:<ul><li>
Bachelor&rsquo;s or master&rsquo;s degree in: Business, Finance, Engineering degrees or other related fields.</li><li>
To comply with the role requirements only Nationals will be considered</li></ul></li></ul>
What&rsquo;s in it for you:<ul><li>
Accelerate your technical capabilities and transformative leadership skills with future-focused courses and development programs.</li><li>
Broaden your horizons by working on highly integrated teams across the globe and collaborate with people of diverse backgrounds &mdash; both professionally and culturally.</li><li>
Bring out the best in yourself with continuous investment in your personal well-being and career development.</li><li>
Develop your own personal purpose and help us create a positive ripple effect on our teams, our business, clients and society.</li></ul>
What you can expect:
Step 1: Apply<ul><li>
If you can confidently demonstrate that you meet the criteria above, please complete the online application as soon as possible. Make sure to answer all questions.</li><li>
Make sure you apply early and do not forget to follow the instructions carefully and answer all the questions to ensure your application is successful.</li></ul>
Step 2: Online Assessments<ul><li>
After we review your application, you will receive an invitation email from &lsquo;EY Careers&rsquo; to complete the EY online assessments. Approach the tests as you would approach any new challenge. It might be tough, but you can do it!</li></ul>
Step 3: On Demand Interview<ul><li>
Upon passing the assessments, you will receive an email invitation to complete a prerecorded video interview. You will be required to record yourself responding to behavioral based questions. Being yourself is key to passing this step of the recruitment process.</li></ul>
Step 4: Attend<ul><li>
Once you have been shortlisted, you may be invited to attend a recruitment day or an interview. This is your opportunity to visit our office, speak with our people and ask questions about life and work at EY.</li></ul>
Step 5: Receive<ul><li>
If you are a great fit for the opportunity, you will receive an offer to join EY and begin your career at one of the best companies to work for. It&rsquo;s time to celebrate.</li></ul>
Are you ready to shape your future with confidence? Apply today.
To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need. 
 
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.</div></li></ul></div>

EY Doha- EY Parthenon - TCF- Infrastructure Advisory Graduate Opportunity FY26

The Syndicate

Accounts Trainee Company: The Needs | The Syndicate | SS (Group of Companies) Location: DHA Phase 8, Karachi Schedule: Monday&ndash;Friday | 9:00 AM &ndash; 6:00 PM Stipend: PKR 30,000 &ndash; 40,000About the RoleThe Syndicate &ndash; Group of Companies is a fast-growing consumer-focused organization dedicated to delivering quality products, innovative solutions, and excellent customer experiences. We operate with a strong culture of ownership, efficiency, and continuous learning.We are looking for a motivated Accounts Trainee to join our finance team and gain hands-on experience in core accounting and financial operations. This role is ideal for individuals seeking practical exposure in a structured corporate environment and aiming to build a strong foundation in accounting.Key Responsibilities<ul><li>Assist in maintaining financial records and day-to-day bookkeeping</li><li>Support the preparation of invoices, receipts, and payment vouchers</li><li>Help in bank reconciliations and managing accounts payable/receivable</li><li>Assist in tracking expenses and preparing basic financial reports</li><li>Support inventory and cost tracking activities</li><li>Contribute to month-end and year-end closing processes</li><li>Ensure proper documentation and organized filing of financial records</li><li>Coordinate with internal departments for financial data and reporting needs</li></ul>Qualifications &amp; Skills<ul><li>Bachelor&rsquo;s degree in Accounting, Finance, or a related field (completed)</li><li>Basic understanding of accounting principles and financial reporting</li><li>Proficiency in Microsoft Excel (accounting software knowledge is a plus)</li><li>Strong attention to detail and organizational skills</li><li>Eagerness to learn and grow in the finance/accounting field</li><li>Good communication and teamwork skills</li></ul>Success Metrics<ul><li>Accuracy and timeliness in financial data entry and reporting</li><li>Efficient handling of accounting tasks and documentation</li><li>Quick learning and adaptation to financial processes</li><li>Effective coordination with team members and departments</li></ul>Why Join Us<ul><li>Practical, hands-on learning in a professional corporate environment</li><li>Opportunity to work with experienced finance professionals</li><li>Strong career growth and potential for full-time employment</li><li>Exposure to real-world financial and business operations</li></ul>Apply Now: Send your CV to humanresource@dsyndicate.co#AccountsTrainee #FinanceTrainee #KarachiJobs #InternshipOpportunity #AccountingCareers #FinanceJobs #FreshGraduates #CareerGrowth #LearningOpportunityJob Type: Full-timePay: Rs30,000.00 - Rs40,000.00 per monthWork Location: In person

Accounts Trainee (Fresh Graduates)

Pak Hy Oils

PAK HY - Oils Limited is seeking multiple proactive and dedicated ACCA or ICMAP Trainee to join our dynamic finance team. This role provides a valuable opportunity for candidates who have successfully completed the ACCA Applied Skills level and are eager to gain 36 months of Practical Experience Requirement (PER) in a stimulating and fast-paced corporate environment. The ideal candidate will assist with various financial reporting and accounting tasks and will develop expertise in handling complex financial data using advanced Excel functions. You will work under the guidance of experienced finance professionals, receiving mentorship to build your skills and progress your accounting career. As an Trainee, you will contribute to the preparation of accurate financial statements and monthly reports, ensuring compliance with international financial reporting standards. You will support key accounting functions including reconciliation of bank, vendor, and inter-company accounts, general ledger entries, and tax filings such as TDS and Sales Tax. This role is designed for individuals with a strong foundation in IFRS, advanced Excel skills, and excellent communication abilities to collaborate effectively within the finance team and coordinate with internal and external stakeholders. This position does not require team management but emphasizes collaborative contribution and continuous professional development.Job Types: Full-time, Fresher, Internship Contract length: 36 monthsPay: From Rs35,000.00 per monthAbility to commute/relocate:<ul><li>Korangi: Reliably commute or planning to relocate before starting work (Preferred)</li></ul>Application Question(s):<ul><li>How many papers have you passed?</li><li>Are you ACCA or ICMAP student?</li><li>Are you living near Korangi Industrial area?</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>License/Certification:<ul><li>ACCA &amp; ICMAP (Preferred)</li></ul>Location:<ul><li>Korangi (Preferred)</li></ul>Willingness to travel:<ul><li>25% (Preferred)</li></ul>Work Location: In person

ACCA or ICMAP Trainee

Search 10000+ Financial advisor trainee jobs near you this May. New roles added regularly across leading industries. Apply today.