Private Assistant (Specializing in Finance) - WOXA GROUP
WOXA GROUP · KhonKaen
- Location
- KhonKaen
- Salary
- Negotiable
- Job Type
- Full Time
- Work Type
- Onsite
- Education
- Bachelor's Degree or Higher
- Posted
- 25/09/2026
Responsibilities
Job Overview
The Private Secretary Specializing in Finance provides executive-level financial and administrative support to the Executive / High-Net-Worth Individual (HNWI). This role focuses on managing financial transactions, consolidating financial reports from the accounting team, and tracking overall investment portfolios. The candidate acts as a key liaison between the Executive, internal accounting teams, and external financial institutions with high attention to accuracy, efficiency, and confidentiality.
Key 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, 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/external accountants, auditors, and tax consultants.
Investment Portfolio Monitoring & Summary
- Track, consolidate, and report on the performance and overview of various investment portfolios (e.g., 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 prior to 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 all financial data, investments, and business transactions.
Qualifications
- Bachelor’s degree or higher in Finance, Accounting, Economics, Business Administration, or a related field.
- Minimum 3–5 years of experience as an Executive Secretary, Financial Coordinator, Private Banking Associate, or Investment Assistant.
- Excellent command of English and Thai (written and spoken) for professional business communication (TOEIC score of 750+ or equivalent is preferred).
- Strong understanding of financial statements, accounting principles, capital markets, and investment products.
- Advanced proficiency in Microsoft Excel for financial modeling/reporting, and experience with digital documentation tools.
Key Attributes:
- Exceptional attention to detail, accuracy, and strong analytical skills.
- High level of integrity, discretion, and commitment to strict confidentiality.
- Excellent communication and summary skills with the ability to convey complex financial data clearly.
Benefits
- Excellent colleagues and an inspiring startup environment with international colleagues.
- Facilities at the workplace include a snooker table, ping pong table, exercise room, swimming pool, nap room, and snack and drink bar.
- Provide and support personal technical equipment and facilities.
- Provident Fund
- Staff training and development
- Overtime
- Accommodation allowance (in other provinces)
- Telephone bill allowance
- Fuel/transportation fees
- Per diem
- Recreational allowance
- Vehicle depreciation allowance
- Employee's uniform
- Funeral payment support
- 5-day work week
- Annual trip or party
- Performance/results-based bonus
- Annual bonus
- Social security
- Health insurance
- Accident Insurance
- Flexible working hours
- Ordination leave
About WOXA GROUP
WOXA Group was established as an investment holding company with a clear purpose: to build and own exceptional businesses for the long term. Unlike traditional investors seeking quick exits, we take ownership positions with the intention of nurturing companies for decades.
With headquarters in Thailand and operations in Lithuania, our holding structure bridges two continents. This dual presence allows us to identify opportunities across Asia and Europe while maintaining the operational expertise to help our portfolio companies succeed.
742 หมู่ที่ 12 ตำบลศิลา อำเภอเมืองขอนแก่น จังหวัดขอนแก่น 40000
Siriyakorn Sadao
043-306-286
