Work with corporate service providers, tax advisors, accountants, auditors, consultants and EPF internal teams to ensure smooth operations of the private credit investments or Special Purpose Vehicles (SPVs).
Work with SPV accountants to finalise quarterly management accounts and annual financial statements, and collaborate with SPV auditors to obtain sign off on financial statements.
Administer the status of tax filing of the SPV and work with the tax advisors in relation to the SPV tax reporting requirement.
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Let’s be real, the traditional financial industry can feel a bit like an old boys' club. Stiff, gatekept, and frankly, lacking a lot of heart. We are completely over that. We are on a mission to evolve the financial planning and advisory scene in Malaysia into a space that is inclusive, empathetic, and truly empowering. To do that, we are looking to recruit TWO ambitious Management Trainees for permanent, full-time professional roles.
This isn’t an entry-level role where you're stuck doing background busywork or hidden in a back office. From Day 1, you will get direct, 1-on-1 personalised mentoring from our founders: Ian Wong, Kimberly Law, and Yuvarajan Periyan.
Our goal is to actively invest in you, championing your growth until you become a highly respected, deeply trusted, and recognized professional leader in the Malaysian financial space. If you want to build a career where financial expertise meets real-world empathy, if you want to skip the standard 10-year corporate grind, then this is your green light.
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Provide timely service throughout the life of the claim by meeting all service level agreements, initiating timely contact to all appropriate parties, responding to incoming inquires according to company policies, following agreed internal and external processes, policies and procedures to ensure quality and service standards are met. This includes all forms of communications to internal and external parties
Maintain accurate system data and documentation by collecting, recording, analyzing, and summarizing information
Ensure that reserves are accurately updated in a timely manner
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