Finance Associate

About the Role

As a Finance Associate at ClearPath Financial Consulting, you will be responsible for assisting in client work, preparing reports and maintaining records, and conducting research and coordination.

Responsibilities

• Assist in client work: Help in collecting documents, preparing basic financial details, and supporting loan and investment-related work.
• Prepare reports & maintain records: Assist in making project reports, updating data, and maintaining client files and documents.
• Research & coordination: Do basic market research, communicate with clients and team members, and support day-to-day business activities.

What You'll Need

• MS-Office skills
• MS-Excel skills
• English Proficiency (Spoken)
• English Proficiency (Written)

Resume Tip

Highlight your analytical and communication skills, as well as your ability to work in a team environment.