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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This is a on-site nrole based in Kuala Lumpur. The Account Assistant will handle daily financial operations, including credit control, petty cash management, and accounting tasks. The role also entails supporting the finance team with reconciliations, report preparation, and ensuring compliance with financial policies and procedures. Strong communication and organizational abilities will be essential to liaise effectively with internal teams and external partners to maintain seamless financial operations.Key Responsibilities:
Main task on assist in Account Receivable (AR)
- Daily & monthly sales reconciliation, with our record/data and bank statement.
...
This is a on-site nrole based in Kuala Lumpur. The Account Assistant will handle daily financial operations, including credit control, petty cash management, and accounting tasks. The role also entails supporting the finance team with reconciliations, report preparation, and ensuring compliance with financial policies and procedures. Strong communication and organizational abilities will be essential to liaise effectively with internal teams and external partners to maintain seamless financial operations.Key Responsibilities:
Main task on assist in Account Receivable (AR)
- Daily & monthly sales reconciliation, with our record/data and bank statement.
...