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EG Wealth Consolidate Advisory – Damansara, Selangor
Minimum 2 years of experience in administration, customer service, sales, or a related role is an added advantage.
Fresh graduates with a positive attitude and willingness to learn are encouraged to apply.
Proficient in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
Good communication skills in English and Bahasa Malaysia.
Strong organizational, time management, communication, and interpersonal skills.
Able to multitask, prioritize tasks, and work independently when required.
Responsible, proactive, detail-oriented, and willing to learn.
Able to handle confidential information professionally and discreetly.
Requirement
- Minimum Certificate, Vocational, Diploma, or equivalent qualification.
- Minimum 2 years of experience in administration, customer service, sales, or a related role is an added advantage.
- Fresh graduates with a positive attitude and willingness to learn are encouraged to apply.
- Proficient in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
- Good communication skills in English and Bahasa Malaysia.
- Strong organizational, time management, communication, and interpersonal skills.
- Able to multitask, prioritize tasks, and work independently when required.
- Responsible, proactive, detail-oriented, and willing to learn.
- Able to handle confidential information professionally and discreetly.
Responsibility
- Provide comprehensive administrative and personal assistant support to management.
- Manage schedules, appointments, meetings, and travel arrangements.
- Contact and follow up with prospective and existing clients.
- Provide excellent customer service and assist clients with policy servicing and insurance-related enquiries.
- Build and maintain strong client relationships through regular engagement and follow-ups.
- Schedule client appointments and coordinate meetings.
- Support business growth through lead generation and client engagement activities.
- Prepare reports, presentations, correspondence, and other administrative documents.
- Handle incoming and outgoing communications, including emails and phone calls.
- Maintain accurate and organized client records, databases, and follow-up activities.
- Coordinate meetings and prepare meeting minutes when required.
- Handle confidential and sensitive information with discretion and professionalism.
- Assist with special projects and other ad hoc tasks as assigned.
Benefits
- Dynamic and supportive team environment.
- Training and mentorship provided.
- Opportunities for career growth and professional development.
- Annual leave.
- Additional benefits may be provided according to company policy.