Operations Executive (with 2 years of experience)

Second Talent; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A recruiting agency in Kuala Lumpur is seeking an Operations Executive to manage transaction applications and ensure compliance with regulations. The ideal candidate will have a degree in finance and strong attention to detail. This role involves document verification, client communication, and payment processing, requiring excellent communication skills in both English and Mandarin/Cantonese. A full-time office presence is required, including adherence to public holidays.

Qualifications

• Strong attention to detail and accuracy in data entry and document verification.
• Willingness to adapt and learn in a dynamic environment.
• Proactive team player with collaborative skills.

Responsibilities

• Input transaction applications accurately and ensure data correctness.
• Investigate applications that have been rejected or failed validation.
• Process payments and ensure compliance with internal standards.

Skills

Attention to detail

Organizational skills

Time-management

Problem-solving

Communication skills in English

Communication skills in Mandarin/Cantonese

Education

Diploma or bachelor's degree in finance or related field

Job description

Operations Executive (with 2 years of experience)

Job Openings Operations Executive (with 2 years of experience)

About the job

The Key Responsibilities:

• Accurately input transaction applications received. Ensure data entered into the system is correct and complete.

Process Management and Document Verification

• Understand and follow each process in the transaction cycle, including Registration, Enrollment, Data Modification, Contribution, Payment, Termination, Transfer, Investment, Claim, Document Management and Enquiries.
• Check documents submitted to ensure they are complete and in compliance with the regulations.

Compliance and Quality Assurance

• Ensure strict adherence to regulations, internal guidelines, standard operating procedures (SOPs) and service level agreements (SLAs).
• Collaborate with relevant team to resolve any discrepancies or issues.

Client Communication and Clarification

• Make outbound calls or send correspondence to clarify any missing or unclear information in submitted applications.
• Provide clear explanations and guidance to clients on how to complete their application.

Issue Investigation and Resolution

• Investigate and analyze applications that have been rejected or failed validation.
• Identify issues and work with relevant teams to resolve them in a timely and efficient manner.

UAT

• Participate in User Acceptance Testing (UAT) to validate system functionality and stability.
• Work closely with the development teams to identify defects and ensure proper follow-up.

Inquiry Handling

• Respond to inquiries regarding to transaction issues, application statuses, account balance and other related matters.
• Investigate transaction issues and provide resolutions within the required SLAs.

Document Management

• Index and categorize documents to ensure correct and accurate account information is associated with each application.
• Perform investigations if an account cannot be located or matched during document indexing.

  Payment Processing and Matching

  • Process payments and ensure they are properly matched with contributions within the required timelines.
  • Ensure all payment-related tasks comply with internal standards and regulatory requirements.

  We are looking for a team member with:

  • A diploma or bachelors degree in finance or a related field, or an equivalent combination of education and experience, is required.
  • Strong attention to detail and accuracy in data entry and document verification.
  • Willingness to adapt and learn in dynamic and transitional environment.
  • Strong organizational, time-management and problem-solving skills to handle multiple tasks and meet deadlines.
  • A proactive team player with the ability to work collaboratively.
  • Excellent command of spoken and written English and Mandarin/Cantonese to effectively communicate with Mandarin/Cantonese-speaking internal or external parties.
  • Willingness to work on Malaysia public holidays, following the Hong Kong public holiday schedule.
  • 5.5-day work week: Monday to Friday (full day) and Saturdays (half day).
  • 100% work in office. Able to work on shift arrangement.