Bachelor of Science in Business Administration Major in Financial Management
New Era University
New Era University
• Research and source potential clients and build long-term relationships with them.
• Evaluate the needs of our clients and propose plans that will meet the criteria, as well as the clients' financial status.
• Fill-out and submit applications, maintain client records and prepare reports.
• Deliver approved policies to new clients and explain benefits and risks of the policy.
• Provide U.S tax analysis of transactions
• Handle tax reporting for investors and tax filings
• Interface with other areas of firm
• Contribute to delivery of K-1s to investors on a timely basis
• Interpretation, analysis & updating of financial related data on publicly traded companies from various sources.
• Conduct comprehensive content workflow testing and further QA with assistance as required.
• Ensure all market data checks during our shift are completed without fail. Countries covered are Thailand, Vietnam, Indonesia, Malaysia, Hongkong, Singapore and China IFRS.
• Maintain up-to date knowledge of market policies and inform supervisor about issues related to work procedures.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.