Deskripsi Pekerjaan
Launch your career in finance with Malkoha Outsourcing Corporation as a Financial Planning Assistant. We're seeking detail-oriented professionals to support an Australian financial planning firm through comprehensive administrative, compliance, and implementation support. This offshore role offers exceptional growth opportunities for graduates passionate about building long-term expertise in financial services. You'll collaborate with international teams to ensure regulatory compliance, prepare client documentation, and assist in implementing financial strategies. Join a dynamic environment where your organizational skills directly impact client success and professional development.
Tanggung Jawab
- Prepare and review financial planning documents for Australian clients
- Ensure compliance with financial regulations and company policies
- Assist in implementing client financial plans and strategies
- Manage administrative tasks including client record maintenance
- Coordinate with Australian team members for seamless operations
- Support preparation of compliance reports and documentation
- Handle client communication and correspondence
Kualifikasi
- Bachelor's degree in Finance, Accounting, Business, or related field
- Basic knowledge of financial planning principles and regulations
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
- Strong attention to detail and organizational skills
- Excellent written and verbal communication abilities
- Ability to work independently and in a team environment
- Previous internship or work experience in finance preferred