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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Follow up on accounts receivable and outstanding payments for existing projects, and communicate with relevant clients and business stakeholders.
Based on available project records, assist with checking claim documents, payment data and basic quantity information.
Liaise with the external company secretary, accounting firm and auditor, prepare requested documents, and follow up on annual compliance, accounting and audit matters.
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Invoice and Payment Processing
Accounts Receivable
Financial Record Keeping
Microsoft Excel
Document Management
Stakeholder Coordination
Trilingual Communication
Attention to Detail
You’ll be the coordination backbone between customers, sales, purchasing, and warehouse teams.
This role is not just data entry — you’ll help ensure orders are processed accurately, deliveries stay on track, and customers receive timely updates. Attention to detail, communication, and follow-through matter a lot here.
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