Di Yes Loan, kita menangani cabaran yang kompleks, bekerja keras, dan meraikan kerjayaan. Kami mengambil risiko, belajar yang cepat, dan pakar dalam bidang kami.
Jawatan 1
Financial Consultant Job Responsibilities:
Helps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.
Financial Consultant Job Duties:
Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
Assesses clients' financial situation by gathering information.
Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
Provides financial management information by preparing financial status analyses and reports.
Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Jawatan 2
Junior Accountant Job Duties:
Maintains financial records for subsidiary companies by analyzing balance sheets and general ledger accounts.
Reconciles general and subsidiary bank accounts by gathering and balancing information.
Provides financial status information by preparing special reports; completing special projects.
Corrects errors by posting adjusting journal entries.
Maintains general ledger accounts by reconciling accounts receivable detail and control accounts; adjusting entries for amortizations prepaids; analyzing and reconciling retainage and accounts payable ledgers; preparing fixed asset depreciation and accruals.
Secures financial information by completing database backups; keeping information confidential.
Maintains accounting controls by following policies and procedures; complying with federal, state, and local financial legal requirements.
Updates job knowledge by participating in educational opportunities; reading professional publications.
Accomplishes accounting and organization mission by completing related results as needed.