Associate Financial Consultant (Mentorship + Career Switch Opportunity)

Kickstart your career in financial planning with Genesis Group Of Agencies, where we provide comprehensive mentorship, hands-on training, and a clear path for career progression. This is a unique opportunity for career switchers or recent graduates to enter the dynamic world of finance in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung. Our team is dedicated to helping you build a strong foundation in financial consulting, with access to cutting-edge tools like QuickBooks and Excel, and the chance to work on real client projects from day one.

As an Associate Financial Consultant, you'll be part of a collaborative environment where your ideas are valued and your growth is prioritized. We offer a supportive learning culture, regular feedback sessions, and the opportunity to specialize in areas like tax planning, investment advisory, or retirement solutions. Whether you're looking to transition into finance or enhance your skills, Genesis Group Of Agencies is your gateway to a rewarding career.

📋 Tanggung Jawab Pekerjaan

• Assist senior consultants in preparing financial reports and analyses using QuickBooks and Excel
• Support client meetings and presentations, ensuring accurate and clear communication of financial information
• Conduct market research and stay updated on industry trends and regulations
• Collaborate with the team to develop and refine financial strategies for clients
• Participate in client onboarding and ensure all necessary documentation is completed accurately
• Provide administrative support to the finance department, including data entry and record-keeping
• Attend training sessions and workshops to enhance your financial consulting skills
• Contribute to the development of internal tools and processes to improve efficiency and accuracy

🎓 Kualifikasi & Syarat

• Recent graduate or career switcher with a background in finance, accounting, or a related field
• Basic knowledge of financial planning concepts and tools such as QuickBooks and Excel
• Strong communication and interpersonal skills to effectively interact with clients and team members
• Ability to work well under pressure and meet tight deadlines
• Proactive attitude and willingness to learn and adapt to new challenges
• Fluency in English, both written and spoken
• Valid driver's license and reliable transportation for client visits and team meetings
• Enthusiasm for building a career in financial consulting and a commitment to continuous professional development

🛠️ Keahlian

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