Responsible for preparation and processing of bank payments, employee reimbursement and petty cash
Perform Month-End Closing; bank reconciliation, inventory report, maintain accounting schedule and management reports for reporting and statutory compliance
Assist in developing and executing estate plans, including wills, trusts, and succession strategies, in collaboration with legal and financial partners.
Maintain up-to-date knowledge of bank loan products, insurance plans, and estate planning tools.
Coordinate with internal teams (finance, marketing, legal, audit) to ensure smooth client servicing and compliance.
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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