Account Executive

Launch Your Career as an Account Executive!

Are you aiming to establish a career in accounting and finance? Become a part of JTCA, a premier Australian accounting firm renowned for its expert services in accounting, financial planning, and mortgage broking. We're searching for a motivated and detail-focused Account Executive who is enthusiastic about learning, growing, and making a difference.

This is an excellent opportunity to acquire practical experience, collaborate with industry experts, and enhance essential financial skills within a vibrant and supportive team atmosphere.

Your Responsibilities Will Include:

• Analyze clients’ income, debts, and expenditures to assess their borrowing potential.
• Perform cash flow and retirement modeling to assist in financial planning.
• Evaluate financial products and create tailored quotes for clients.
• Oversee workpapers, bookkeeping, and internal documentation.
• Investigate and review client accounts to ensure precision and correctness.
• Maintain and review client records for compliance adherence.
• Compile concise and insightful monthly reports for clients.
• Keep internal workflows and databases current and organized.
• Assess financial products and evaluate risk profiles accordingly.
• Assist the Australian team with various accounting and finance-related functions.

• Practical experience working with real clients and financial projects.
• Mentorship and support from experienced industry professionals.
• A cooperative and encouraging team environment.
• An opportunity to advance your career with a well-respected firm.

What We Seek in Candidates:

• Recent graduate or final-year student holding a Diploma or Bachelor’s degree in Accounting, Finance, or a related discipline.
• Exceptional attention to detail and commitment to accuracy in financial activities.
• Intermediate to advanced proficiency in Microsoft Office.
• Capability to prioritize, multitask, and meet deadlines in a fast-paced setting.
• Analytical thinker with strong problem-solving abilities.
• Outstanding written and verbal communication skills in English and Mandarin.
• A positive mindset, a strong desire to learn, and a readiness to embrace challenges.