Executive Assistant (Finance & Investment)

We are seeking a detail-oriented and organized Executive Assistant (Finance & Investment) with a strong finance background to manage the financial activities and provide administrative support to the senior management. This role involves managing investment portfolios and properties, ensuring tax compliance, and providing comprehensive financial and executive support.

Key responsibilities:

Manage and monitor investment portfolios, including equities, funds, alternative assets, and private holdings.

Conduct regular portfolio tracking, performance reporting, and reconciliation across various investment accounts.

Assist in financial analysis and research to support informed investment decisions.

Oversee and maintain accurate records of financial and investment activities.

Oversee property management, including rentals, leases, and maintenance.

Support cash flow planning through forecasting and financial monitoring.

Preparation and submission of statutory documents and filings required by regulatory bodies (e.g., SSM).

Monitor and reconcile company and personal credit card expenses.

Coordinate renewals of licenses, permits, and insurance policies, ensuring compliance and timely submission.

Liaise with external financial advisors and handle ad-hoc assignments as needed.

Job Requirements

Degree in Finance / Accounting, ACCA, or equivalent qualifications

Relevant experience in finance or personal financial management.

Knowledge of financial principles, tax regulations, and investment management.

Strong organizational and communication skills.

Proficient in Microsoft Office and financial management software.

Proficiency in accounting software (e.g., SAP, Oracle) and Microsoft Excel will be a plus.

Fluent in English is a must, proficiency in Mandarin is a plus.

Resilient, adaptable, meticulous, proactive and able to meet deadlines

Staff Benefit:

EPF, SOCSO, medical claim and hospitalization insurance.

Yearly performance bonuses and increment.

Monthly Birthday celebration and sports activities.

Discounted company products and services.

Education & Training support.

Local and overseas travel opportunities.

Working hours: Monday to Friday 9am to 6pm (onsite)