Freelance Financial Counselor
Private
Total years of experience :17 years, 0 Months
• Provide sound financial advice to individuals.
• Guide client to determine their current income, expenses, financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management, emergency fund and insurance coverage, cash management and investment.
• Explain alternative financial products available such stocks, bonds and mutual funds.
• Conduct market research to back up financial advice.
• Switchboard duties, answering call and direct all incoming calls to appropriate party promptly and efficiently or relay massage when necessary.
• In charge all issues related to GM and Staff travel arrangements: air tickets and hotels booking, filling of travel forms, follow-up out of pocket expenses, transmission to the accounting department, etc
• Handle petty cash and Process application for the expenses originated from the HR and Administration Department like Office Rental, Accommodation, Transportation, Telephone, internet, courier, immigration, and all other administrative fees.
• Ensure the organization of all administrative filling and referencing procedures including employees file and maintain absolute confidentiality.
• Maintain office supplies and Perform buying duties
• Handle cash cheque that require bank deposits and withdrawal, and arrange special payments when needed.
• Handle and process all pertinent documents related to work permits, employee and visitors visas, exit permits and as well responsible to complete residence formalities such as medical check-up, finger prints, medical insurance . etc
• Responsible for heavy calendar management, requiring interaction with both internal and external executives and assistants, to coordinate a variety of complex executive meetings and events.
• Undertake any other duties that may be required as determined by the direct supervisors and proactive in identifying priorities, emergencies and important issues in connection with the day-to-day business needs.
• Report to the GM and Regional Head of Department from Time to time.
• Prepares, files and retrieves reports, memos, meeting minutes, letters, presentations, charts and other documents using word processing, spreadsheet, database, or presentation software
• Maintains executives’ schedules
• Opens, sorts, and distributes incoming correspondence, including faxes and emails
• Reads and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution
• Prepares responses to correspondence containing routine inquiries
• Responsible for heavy calendar management, requiring interaction with both internal and external executives and assistants; as well as consultants, to coordinate a variety of complex executive meetings and events.
• Answers phones and direct all incoming calls to appropriate party promptly and efficiently.
• Communicates and handle incoming and outgoing electronic communications on behalf of the Executive Management
• Assists the Executive Management with preparation of presentation materials
• Review and prepare executive summary of miscellaneous reports and documents;
• prepare background documents and outgoing mails as necessary
• Keep a track on all of the documents and spreadsheets that the executive prepares
• Assist all clerical positions and perform all other task as deemed necessary from time to time.
• Screen telephone calls
• Handling GM travel and accommodation arrangement
• Maintain GM calendar activities.
• Prepare and maintain GM expenses report
• Set-up and coordinate meeting and conferences.
• Perform general clerical duties to include but not limited to Photocopying, faxing and mailing and filing.
• Maintain hard copy and electronic filing system.
• Research prices and purchase office furniture and supplies.
• Supervise support staff.
• Other Duties assigned from time to time.
• Handling Telephone calls, in-coming and Out-going faxes and emails.
• Receive and process all invoices, expense forms and requests for payment.
• Verify calculations and input codes in to the account system in an accurate manner.
• Deals with daily transactions of petty cash and ensure that reconciliations are completed on a weekly basis.
• Prepare cheques for payment.
• Labor salary assessment and computation.
• Sign for UPS/FEDEX packages.
• Ensure daily mails dispatch for courier.
College of Info Tech & Technical Education
