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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Sales Support
Customer Service
Data Entry
Administrative Support
Communication Skills
Time Management
Problem Solving
Team Collaboration
Sales Operations
Reporting
Organization Skills
Attention to Detail
+10
Posted
11 days ago
Boleh Sembang
Anda hanya boleh sembang dengan majikan selepas memohon kerja ini.
Ensure effective financial monitoring by managing vendor payments, issuing invoices promptly, and following up on outstanding receivables to guarantee timely payments to the company.
And any other job as assigned by the Management from time to time.
Candidate must possess at least 2 to 5 years accounting experience.
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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.
...
Ensure effective financial monitoring by managing vendor payments, issuing invoices promptly, and following up on outstanding receivables to guarantee timely payments to the company.
And any other job as assigned by the Management from time to time.
Candidate must possess at least 2 to 5 years accounting experience.
...