Engage SME and individual clients to assess financial goals and recommend appropriate business loans, insurance coverage, and estate planning solutions.
Prepare and process loan applications, documentation, and supporting materials according to bank and institutional criteria.
Provide professional advice on life, medical, business, and general insurance products to ensure adequate financial protection for clients.
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Bookkeeping & Data Entry: Assist with accurately inputting financial data into accounting software (e.g., Quickbooks) and spreadsheets.
Accounts Payable (AP) & Accounts Receivable (AR): Support the AP process by verifying, coding, and processing invoices. Assist with AR by tracking client payments and following up on outstanding balances.
General Ledger (GL) Maintenance: Help prepare and post basic journal entries and assist with maintaining the chart of accounts.
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