Assist with day-to-day bookkeeping activities, including data entry, bank reconciliations, and recording invoices to maintain accurate financial records.
Prepare basic financial schedules and provide support for month-end closing activities.
Assist with accounts payable, accounts receivable, and other accounting-related tasks as assigned.
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Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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Candidate with a minimum 1 year of work experience in Accounting and/or a Professional Certificate or Basic Diploma, or equivalent in Accounts, Event Management or related fields.
Fresh grads with an event management background or related fields are welcome to apply.
Experienced in Microsoft Excel, Word and PowerPoint.
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