Internship Finance
6 months ago
Reports to the Head Of the Department to maintain clients’ files, do financial and planning and propose solutions for clients' cases.
**Responsibilities**:
1. To handle and maintain all documentation.
2. To perform file preparation for the advisor’s appointment.
4. To deal with clients to arrange for document delivery.
5. Planning & Solution To assist the paraplanner in preparing related documents, materials, or solutions.
6. To perform report preparation for advisor’s appointment.
7. To perform data entry work and updating client’s financial data in the financial tools.
8. To work closely with advisor and para-planner on the daily tasks.
**Academic Qualifications**:
1. Diploma/Degree (student/completed) in Finance or Business Administration or Management
**Skills / Competencies**:
1. Finance/Business/Management studies/experience.
2. Technology savvy (PowerPoint, Excel, WordPress).
3. Strong command of written language (Required English, Preferred BM, Optional Chinese/Tamil).
**Job Type**: Contract
**Salary**: RM800.00 per month
**Benefits**:
- Opportunities for promotion
- Professional development
Schedule:
- Day shift
Supplemental pay types:
- Overtime pay
Ability to commute/relocate:
- Kuala Lumpur: Reliably commute or planning to relocate before starting work (required)
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