* Diploma/Degree in Business Administration, Accounting, Finance, or related fields • Basic knowledge of accounting principles and administrative processes
* Skills required: Microsoft Excel, Microsoft Word, Google Sheets, Accounting Software (e.g. AutoCount / SQL is a plus)
* Fresh graduates are encouraged to apply • Experience in e-commerce, admin, or accounting roles is an advantage
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Education: Diploma or Bachelor’s Degree in Finance, Accountancy, Economics, or equivalent professional qualification.
Experience: 1–2 years of experience handling Accounts Receivable. Fresh graduates and candidates with relevant finance/accounting internship experience are strongly encouraged to apply.
Education: Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree in Economics, Finance/Accountancy/Banking or equivalent.
Technical Knowledge: Thorough knowledge of basic accounting procedures (Debit/Credit) and standard financial practices.
Personal Attributes: Team player, proactive, has a good sense of responsibility, and able to work independently with minimum supervision.
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* Diploma/Degree in Business Administration, Accounting, Finance, or related fields • Basic knowledge of accounting principles and administrative processes
* Skills required: Microsoft Excel, Microsoft Word, Google Sheets, Accounting Software (e.g. AutoCount / SQL is a plus)
* Fresh graduates are encouraged to apply • Experience in e-commerce, admin, or accounting roles is an advantage
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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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