Sales Admin

Jobstreet Malaysia; Bayan Lepas; On-site; MYR 39,000 - 58,000; Full time

Benefits offered by this job

Health benefits

Flexible work arrangements

Training and development

Job summary

Jora Malaysia is seeking a diligent Sales Admin in Bayan Lepas, Penang to support the sales team and maintain client records. The role involves handling proposals, contracts, and onboarding documentation while ensuring timely, accurate data entry and strong client service.

The ideal candidate will manage scheduling, assist with reporting, and collaborate with internal teams to deliver seamless service to clients in a dynamic wealth advisory environment.

Qualifications

• Experience in administrative support within a sales or wealth advisory environment is preferred.
• Ability to manage multiple priorities with accuracy and discretion.
• Proficiency in MS Office and familiarity with CRM platforms is essential.

Responsibilities

• Maintain client databases and ensure data accuracy across systems.
• Prepare proposals, contracts, and client agreements for sales activities.
• Coordinate scheduling for sales meetings and client appointments.
• Support the sales team with correspondence and reporting.
• Handle client inquiries and triage to the appropriate advisor.
• Process onboarding documentation and ensure compliance with procedures.
• Track the sales pipeline and generate reports on demand.
• Liaise with other departments to ensure smooth service delivery.

Skills

Organisational skills

Time management

Attention to detail

Interpersonal skills

Data confidentiality

Education

Relevant qualifications in administration

Tools

Microsoft Office

CRM systems

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

About the role

We are seeking a Sales Admin to join our dynamic team in Bayan Lepas, Penang. This is a full-time position that plays a crucial role in supporting our sales operations and ensuring seamless client interactions. As Sales Admin, you will be the backbone of our sales department, managing administrative tasks that directly contribute to our business growth and client satisfaction. Your organisational skills and attention to detail will be instrumental in maintaining efficient sales processes and supporting our advisors in delivering exceptional service to our clients.

Key responsibilities

• Manage and maintain client databases, ensuring accurate and up-to-date information across all systems
• Prepare and process sales documentation, including proposals, contracts, and client agreements
• Coordinate scheduling and calendar management for sales meetings and client appointments
• Provide administrative support to the sales team, including correspondence and report preparation
• Handle client inquiries and provide initial support before directing to appropriate sales advisors
• Process client onboarding documentation and ensure compliance with company procedures
• Monitor and track sales pipeline progress, updating records and generating reports as required
• Liaise with other departments to ensure smooth service delivery and client satisfaction
• Maintain confidentiality and handle sensitive financial information with professionalism

What we’re looking for

• Strong organisational and time management skills with the ability to manage multiple priorities
• Proficiency in Microsoft Office Suite and familiarity with CRM systems
• Meticulous attention to detail and accuracy when handling administrative tasks and data entry
• Strong interpersonal skills with the ability to work effectively with internal teams and external clients
• Ability to maintain confidentiality and handle sensitive financial information responsibly
• Proactive approach with the ability to work independently and as part of a team
• Relevant qualifications in administration, business studies, or related field are preferred

What we offer

• Competitive salary package commensurate with experience
• Opportunity to work with a professional and supportive team in the wealth advisory sector
• Career development and training opportunities to enhance your skills and knowledge
• A collaborative work environment that values teamwork and continuous improvement
• Health and wellness benefits to support your wellbeing
• Flexible work arrangements to help maintain work-life balance

About us

We are leading wealth advisory firm dedicated to providing comprehensive financial planning and investment solutions to our clients. We are committed to delivering exceptional service, maintaining the highest standards of professionalism, and building lasting relationships with our clients. Our team of experienced advisors works collaboratively to help clients achieve their financial goals. We pride ourselves on our integrity, expertise, and client-centric approach. Join us and be part of a dynamic organisation that values innovation, integrity, and excellence.