Private Assistant to Group CEO (Specializing in Finance)

About the Role

WOXA GROUP is looking for a Private Assistant to Group CEO (Specializing in Finance) to provide executive-level financial and administrative support to the Group CEO.

This role focuses on managing financial transactions and liquidity, consolidating financial and accounting reports, and monitoring the overall performance of investment portfolios. You will serve as a key liaison between the Executive, internal accounting teams, auditors, tax consultants, financial institutions, Private Bankers, Fund Managers, Brokers, and Wealth Advisors.

The position requires a high level of accuracy, analytical ability, discretion, and confidentiality when handling financial information, investments, contracts, and business transactions.

Responsibilities

Financial Management & Control

• Manage and oversee financial transactions and liquidity to ensure accuracy and compliance.

• Control, track, and audit cash flows and financial commitments.

• Establish and maintain secure and organized filing systems for financial records, contracts, and legal documents.

Financial Reporting & Accounting Liaison

• Consolidate, summarize, and analyze financial statements, operating results, and accounting reports received from the accounting team for Executive review.

• Verify the accuracy of financial data and reports before presenting them to the Executive.

• Serve as the primary liaison between the Executive and internal or external accountants, auditors, and tax consultants.

Investment Portfolio Monitoring & Summary

• Track, consolidate, and report the performance and overall position of investment portfolios, including equities, funds, real estate, and alternative assets.

• Act as the primary point of contact for Private Bankers, Fund Managers, Brokers, and Wealth Advisors.

• Review, filter, and summarize key insights from financial analysis reports and new investment proposals before Executive consideration.

Documentation & Information Security

• Screen, prepare, and summarize key financial documents and contracts in both Thai and English.

• Maintain strict confidentiality and security regarding financial data, investments, and business transactions.

Qualifications

• Bachelor’s degree or higher in Finance, Accounting, Economics, Business Administration, or a related field.

• 3–5 years of experience as an Executive Secretary, Financial Coordinator, Private Banking Associate, Investment Assistant, or a related role.

• Excellent command of written and spoken Thai and English for professional business communication.

• Based in Khon Kaen, currently residing in Khon Kaen, or willing to be stationed in Khon Kaen.

• Strong understanding of financial statements, accounting principles, capital markets, and investment products.

• Advanced proficiency in Microsoft Excel for financial modeling and reporting, with experience using digital documentation tools.

• Exceptional attention to detail, accuracy, and strong analytical skills.

• High level of integrity, discretion, and commitment to confidentiality.

• Strong communication and summarization skills, with the ability to communicate complex financial information clearly.

Preferred Qualifications

• TOEIC score of 750 or higher, or an equivalent English-language qualification, will be considered an advantage.

Work Information

• Location: Khon Kaen, Thailand

• Work Arrangement: On-site

• Employment Type: Full-time

• Experience: 3–5 years

• Education: Bachelor’s degree or higher

• Salary: Negotiable