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Remote Finance No Experience Jobs in Puerto Rico

Firstsource

Customer Service Representative

Mayaguez, PR · Remote

$15.50/hr

Remote- Job Type: Full-time Pay:Starting Rate $14.00 per hour Bilingual: $15.50 per hour About ... High School diploma or GED 1 Year Call Center Exp Six months healthcare claims experience. Ability ...

Infotech Sourcing

Linguist III

PR · Remote

US - NY - Remote Duration:8 months Job Title: Linguist lII (FAIR) Main duties: Perform linguistic ... or data scientists Experience contributing to research papers Important: Preferably no known ...

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Remote Finance No Experience information

What is a remote finance job with no experience?

Remote finance jobs with no experience are entry-level positions in the finance industry that can be performed from home or any location with internet access. These roles often include tasks such as data entry, bookkeeping, accounts payable/receivable, billing, or assisting with financial records and reports. Many employers seek candidates with strong organizational and analytical skills, but do not require previous professional finance experience. Some companies may offer on-the-job training or require only basic knowledge of spreadsheets and accounting software. These positions are ideal for those looking to start a career in finance while working remotely.

What types of entry-level tasks can I expect in a remote finance role with no prior experience?

In an entry-level remote finance position, you can expect to handle tasks such as data entry, processing invoices, reconciling accounts, assisting with expense reports, and supporting accounts payable or receivable functions. You may also help with basic financial reporting and administrative support. These responsibilities provide a strong foundation in finance while allowing you to develop familiarity with common software and workflows, all from a remote setting.

What are the key skills and qualifications needed to thrive in an entry-level remote finance role with no prior experience?

To thrive in an entry-level remote finance role with no prior experience, strong numerical aptitude, attention to detail, and a basic understanding of financial principles are essential, often supported by a relevant degree or coursework. Familiarity with spreadsheet software like Microsoft Excel, online accounting tools such as QuickBooks, and the ability to learn financial management systems are typically required. Excellent communication, time management, and self-motivation are standout soft skills for remote work environments. These competencies are crucial for maintaining accuracy, meeting deadlines, and effectively collaborating within distributed finance teams.

What is the difference between Remote Finance No Experience vs Remote Bookkeeper?

AspectRemote Finance No ExperienceRemote Bookkeeper
Required CredentialsNone or basic financial knowledgeBasic bookkeeping certifications (e.g., QuickBooks)
Work EnvironmentHome-based, flexible hoursHome-based, often part-time or freelance
Industry UsageEntry-level finance roles across various sectorsSmall businesses, accounting firms, e-commerce
Search & Comparison IntentEntry-level finance jobs with no experienceRemote bookkeeping jobs for beginners

Remote Finance No Experience roles focus on entry-level finance tasks with minimal credentials, often in diverse industries. Remote Bookkeeper positions typically require basic bookkeeping skills or certifications and are common in small business settings. Both roles offer flexible, home-based work but differ mainly in required skills and industry focus.

What are the most commonly searched types of Remote Finance jobs in Puerto Rico?

The most popular types of Remote Finance jobs in Puerto Rico are:

What are popular job titles related to Remote Finance No Experience jobs in Puerto Rico?

For Remote Finance No Experience jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Remote Finance No Experience jobs in Puerto Rico look for?

The top searched job categories for Remote Finance No Experience jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Remote Finance No Experience jobs?

Cities in Puerto Rico with the most Remote Finance No Experience job openings:

Remote Finance No Experience jobs near you

Advisor, Remote Network (Sales Concierge)

Oriental Financial Services LLC

Bayamon, PR • On-site, Remote

Full-time

Re-posted 23 days ago

Job description

Join our dynamic team as an Advisor, Retail Channels (Concierge), where you will serve our high-end customers with a sharp and professional business approach. Your role will be pivotal in increasing revenues and expanding our portfolio by building goodwill and customer loyalty. You will make our high-end customers feel pampered and eager to deepen their relationship with us due to their satisfaction. Position works onsite based in Bayamón, PR.
Key Responsibilities:
  • Customer Relations: Manage high-value customer relations by offering tailored solutions that meet their true needs, providing a personalized and caring experience.
  • Banking Transactions: Assist clients with their banking transactions and service requirements while building relationships and identifying financial needs.
  • Exceed Expectations: Anticipate and resolve client requests with the goal of exceeding expectations, regardless of the size of the request. Comply with and exceed engagement and service level performance targets.
  • Customer Awareness: Ensure high-value customers are aware of all the services we offer to enhance their financial lives. Develop creative solutions to complex challenges presented by customers.
  • Decision Making: Be willing to assume risk and make critical decisions when urgency arises.
  • Relationship Building: Cultivate strong, authentic, and trusted relationships with high-value customers. Grow relationships, generate additional product bonding, and obtain referrals from satisfied customers.
  • Re-engagement: Re-engage inactive high-value customers. Call on prospective and existing customers to develop professional relationships and solicit new business. Follow up after the initial service or sales encounter.
  • Service Solutions: Promptly solve service issues, provide financial solutions, and offer expert advice to meet customer needs.
  • Customer Ownership: Position yourself as the customer owner by ensuring any issue escalated or referred to other areas is resolved with agility and priority.
  • Follow-Up: Follow up on any open issue, referral, or consultation until it is resolved and confirm customer satisfaction, even if the issue was assigned to others. Promote the use of our digital channels for customer convenience.
  • Account Management: Process all types of deposit accounts, open new accounts, and cross-sell bank products and services. Implement the financial institution's client retention strategies.
  • Compliance: Ensure strict compliance with established bank policies, procedures, and regulations, including know your customer and anti-money laundering procedures in all transactions and customer interactions.
  • Additional Duties: Perform other duties as assigned.

Minimum Requirements:
  • Education: Bachelor's degree in Business Administration, Industrial Engineering, or related fields.
  • Experience: Three (3) years of experience in Call Center / Contact Center, Branches, and/or retail channels management environment. At least one (1) year of experience in financial services, insurance, mortgage, or financial advice is highly desirable.
  • Skills: Excellent consulting, sales, interpersonal, and communication skills (verbal and written). People-oriented, effectively dealing with clients of diverse backgrounds.
  • Knowledge: Experience with financial/banking products and knowledge of banking regulations, both local and federal.
  • Language: Fully bilingual - English and Spanish (verbal and written).
  • Technical Proficiency: Proficiency in MS Office (Word, Excel, Outlook), reporting systems, and other relevant software.

WORK AUTHORIZATION & ELEGIBILITY:
  • Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
  • Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)
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