to support their daily operations. The role involves managing client correspondence, maintaining practice management systems, and ensuring smooth administrative workflows.
Key Responsibilities
1. Document Management
o Filing and organizing client records in electronic formats.
2. Engagement Letter Support
o Drafting, formatting, and issuing engagement letters to clients.
3. Practice Management System Maintenance
o Maintain and update Xero Practice Manager (XPM) with client information,
jobs, and tasks.
4. Corporate Secretarial Support
o Maintain and update CAS360 records, including company registers and compliance deadlines.
o Generate and send automated reminders and notices to clients regarding compliance obligations.
5. Cloud Storage Management
o Manage Dropbox folders for client files and internal documents.
6. Client Communication
o Send reminders, notices, and follow-up emails to clients as required.
7. General Administrative Support
o Assist partners and accountants with administrative tasks as required.
Requirements
Prior experience as an office administrator, secretary, or similar role in a
professional services firm preferred.
Proficiency in Microsoft Office, Dropbox, and practice management systems (XPM,
CAS360 is an advantage).
Bilingual in English and Mandarin (spoken and written) is mandatory.
Job Types: Full-time, Permanent
Pay: Up to RM5,000.00 per month
Benefits:
Health insurance
Opportunities for promotion
Professional development
Work Location: In person
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