Jonathan Lee Kwan Weng
Accountant - Client Operations at TrustQore- Claim this Profile
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Bio
Experience
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TrustQore
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Switzerland
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Funds and Trusts
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1 - 100 Employee
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Accountant - Client Operations
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May 2021 - Present
Wealth Planning and Corporate Services Wealth Planning and Corporate Services
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CKLB International Management Ltd
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Mauritius
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Financial Services
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1 - 100 Employee
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Corporate Officer
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Dec 2016 - May 2021
Company profile: An independent Financial services firm focusing primarily on the provision of Trusts & Corporate and Private Equity Funds services, including company formation, registered office and accounting services. Main duties and responsibilities includes: -Accounting, preparation and analysis of accounts and financial statements on a monthly, quarterly and annual basis according to customer requirements for domestic businesses, management companies, global business firms, Authorized Companies and Trusts as per IFRS. -Principal contact for clients consisting of high net worth and worldwide institutional investors. -Preparation of consolidated financial statements for complex group structures. -Liaising for the client's bank dealings with banks and other financial institutions. -Interim / year end audit liaison with external auditors and advocate efficient communications across main streams. -Preparation and filing of tax returns both corporate and personal depending on clients on either MNS or MRA eservices. -Filing and completion of FSC surveys e.g. IMF and Essnac. -Providing assistance in training new members. -Member of the Company’s social committee involve in the organization and coordination of various events e.g. Independence day and Company anniversaries. -Team Captain representing the Company for sports events responsible for setting up and leading representative team, organization and coordination for members for smooth operation at sport events even leading the team to win medals and Trophies at 2019 ATMC sports events. -Assisting the IT department in various testing and feedback on new software as well as providing insightful advice for possible smoother user experience.
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Intern
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Jan 2016 - Feb 2016
Assisting the accounting services department in Filing, File Review, World Check and updating Daily Cash Report. Assisting the accounting services department in Filing, File Review, World Check and updating Daily Cash Report.
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Education
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Curtin University
bcom, Bcom in Accounting and Finance -
ACCA
Acca