- Persiaran Barat Petaling Jaya Selangor Malaysia 46200

工作地点
职位描述
任职资格
· Bachelor’s degree in accounting, Finance, Law, Taxation, Business, Economics, or related fields.
· Fresh graduates are encouraged to apply.
· Strong communication, coordination, and interpersonal skills.
· Good analytical, research, and problem-solving abilities.
· Detail-oriented with good organizational and documentation skills.
· Proficient in Microsoft Office (Excel, PowerPoint, Word).
Willing to learn and work in a fast-paced environment.
岗位职责
· Support senior consultants in managing family office and wealth structuring engagements.
· Assist in preparing client presentations, proposals, onboarding documents, and meeting materials.
· Coordinate client onboarding, due diligence (KYC), and documentation processes.
· Conduct research and compile information for family governance, succession planning, and structural planning exercises.
· Liaise with clients, lawyers, tax agents, company secretaries, and internal teams to ensure smooth implementation of advisory solutions.
· Prepare meeting minutes, follow-up action items, and maintain proper documentation records.
· Assist in reviewing legal and tax-related documents and coordinating implementation requirements.
· Support ongoing client servicing, reporting, billing follow-ups, and administrative matters.
· Keep updated on relevant tax and regulatory developments affecting family office structures.
好处
所需技能
TAMAN JAYA
0.3 km
ASIA JAYA
1.1 km
UNIVERSITI
2.0 km
重要安全守则
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