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Accounting Professional Role

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia JTCA Group Full time
Key Responsibilities:
  • We are seeking an individual to assess clients' income, debt, and expenses to determine borrowing capacity.
  • The successful candidate will conduct cash flow and retirement modeling to support financial planning.
  • The role involves comparing financial products and preparing customized quotes.
  • Additionally, the Junior Accountant will manage workpapers, bookkeeping, and internal reports.
  • Self-Managed Super Fund (SMSF) reporting and data management tasks will also be assigned.
  • The ideal candidate will research and analyze client accounts to ensure accuracy.
  • Review and maintain client records to meet compliance standards.
  • Preparation of clear, insightful monthly reports for clients is essential.
  • Maintaining internal workflows and databases up to date is also required.
  • Evaluation of financial products and assessing risk profiles will be a key responsibility.