The client is a financial services firm that provides customized wealth management and advisory services. Their offerings include strategic insurance solutions, investment management, estate planning, and retirement strategies, all designed to meet the unique needs of their clients. The company’s mission is to guide clients towards financial stability and long-term prosperity through tailored advice and comprehensive planning.

They are seeking an experienced Commision Operation Executive to execute work operation of Finance to ensure smooth, accurate and timely processing and reconciliation of accounting records

Position : Commission Processing Specialist (2 Openings)

Location: KL Midvalley City

Responsibilities:

Accounts Receivable

• Daily basis
• Pick up daily commission report and ensure accuracy generate by provider
• Work closely with provider in resolving commission issues.
• Ensure accuracy and timeliness in posting of receipts

Accounts Payable

• Daily basis
• Ensure payables guidelines, policies and controls in order
• Process the payment (Cheques/ Giro/ PayNow/ bank transfer)
• Ensure accuracy and timeliness in posting of payments

Reconciliation

• Monthly Bank Reconciliation payments and receipts
• GST

Compensation

• Issue compensation twice a month (14th & 29th)
• Import the commission report
• Ensure accuracy and timeliness in compensation payout
• Work closely with various internal stakeholders in resolving issues.
• Support UAT for the enhancement

Others

• Support audit and tax matters
• Perform ad-hoc admin and finance duties