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Jobs or company...

Account Executive | MNC Financial Services Firm | KL Sentral

RM 3,300 - RM 4,000 / month

Apply on

Indeed MY

Availability Status

This job is expected to be in high demand and may close soon. We’ll remove this job ad once it's closed.

Original
Simplified

Company Overview:

We are collaborating with a client focused in accounting, financial planning & mortgage broking practice providing advice and consulting services to clients.

Key Responsibilities:

  • Review income, debt and expenses to work out borrowing capacity with various lenders
  • Cash flow and retirement modelling
  • Tax & accounting – manage workpapers, internal reports, bookkeeping
  • Self Managed Super fund reporting and data management
  • Conducts research on clients’ accounts as needed.
  • Prepare and maintain relevant workpapers, research and other records required
  • Review of client files and documents to ensure record keeping requirements are met
  • Perform product comparisons, quotes etc
  • Prepare monthly reports for clients
  • Update internal workflow and database to ensure client details are up to date
  • Prepares product cost comparison and evaluates risks profiles to match client’s status.
  • Assist the team in Australia on tasks given.

Qualifications:

  • Fresh Graduates are encouraged to apply!
  • Diploma or Bachelor degree in Accountancy, Finance or related field
  • Skills in Excel including Vlookup
  • English - written and verbal
  • Mandarin – written and verbal
  • Basic bookkeeping skills

To Apply

If you are interested in this role, click 'apply now' to submit your resume (in MS Word format). Due to overwhelming responses, we will only be able to contact shortlisted candidates.

Job Ref: 20241022/014

Consultant: Christopher Chong Kian Phing

Registration No: 201901037350 (1346680-W)

EA Licence No: JTKSM 949A

Job Type: Full-time

Pay: RM3,300.00 - RM4,000.00 per month

Benefits:

  • Dental insurance
  • Opportunities for promotion
  • Professional development
  • Vision insurance

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Performance bonus

Experience:

  • Accounting: 1 year (Preferred)

Language:

  • Mandarin (Required)
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