Policy Servicing Admin & Compliance Coordinator

MINDTECK SOFTWARE MALAYSIA SDN BHD; Kuala Lumpur; On-site; MYR 45,000 - 67,000; Full time

Job summary

Mindteck Software Malaysia Sdn Bhd is seeking a Policy Servicing Administrative Assistant to ensure accurate, compliant, and timely policy servicing across the client lifecycle. The role emphasizes accurate data capture in CRM, AML/CFT compliance, and detailed audit trails.

You will liaise with advisers and product providers, escalate complex issues, and support regulatory inspections while maintaining efficient servicing timelines.

Qualifications

• Diploma or Degree in Finance, Banking, Business Administration, or related field.
• English fluency, both written and spoken.
• Proficiency in Microsoft Office tools (Outlook, Word, Excel, PowerPoint).
• Strong attention to detail and ability to manage tasks under tight deadlines.

Responsibilities

• Process and administer policy servicing queries, transactions and follow ups including changes of personal details, arrears, reinstatements, reductions, cancellations, withdrawals, surrenders, and dealing instructions.
• Accurately capture and update policy details in internal systems, trackers and CRM for data integrity.
• Review and validate servicing requests before submission to product providers.
• Track and follow up on pending servicing requests to ensure timely completion.
• Generate periodic reports for management, compliance monitoring and advisors as needed.
• Investigate discrepancies or failed transactions and report to the manager.
• Liaise with advisers, custodians, and product providers to confirm processing status and resolve delays.
• Maintain detailed servicing logs and an audit trail of policy activities.
• Escalate complex issues or complaints to the reporting manager for resolution and regulatory reviews.

Skills

MS Office

Attention to detail

Communication

Data entry

English fluency

Education

Diploma or Degree in Finance, Banking, Business Administration or related field

Tools

CRM systems

MS Excel

Job description

Mindteck Software Malaysia Sdn Bhd is seeking a Policy Servicing Administrative Assistant to ensure accurate, compliant, and timely policy servicing across the client lifecycle. The role emphasizes accurate data capture in CRM, AML/CFT compliance, and detailed audit trails.

You will liaise with advisers and product providers, escalate complex issues, and support regulatory inspections while maintaining efficient servicing timelines.