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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Attend Daily Business Learning Session from 8:30 AM – 10:00 AM, Monday to Friday, including business sharing, market updates, training and team discussions.
Participate in structured onboarding and training covering financial planning, insurance fundamentals, product knowledge, customer needs analysis and professional development.
Assist in business development activities, including market research, customer segmentation and identifying potential business opportunities.
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