Business Operations Assistant - Kajang
Are you a detail-oriented and tech-savvy individual looking to make a meaningful impact in a dynamic work environment?
Join our team as a Business Operations Assistant and be the driving force behind innovation and excellence in fostering a productive and positive workplace experience!
An opportunity for you to gain exposure in the financial planning industry with dynamic experience on business operation optimization, client servicing and marketing support!
About the Job
Business Operation Support:
- Provide proactive administrative assistance to executives and team members;
- Efficiently manage correspondence, emails, and phone calls with a proficient use of technology in a professional manner;
- Facilitate communication between clients, departments, vendors and strategic partners;
- Regularly update clients on financial market trends and news updates;
- Demonstrating a commitment to exceptional customer service through assisting clients with servicing requests.
Sales & Marketing Support:
- Conduct data analysis to enhance business proposals and strategies;
- Prepare compelling marketing decks for client presentations;
- Assisting with social media posting at multiple platforms.
Business Documentations Management :
- Execute a comprehensive digital record-keeping system for all essential business documents, ensuring accessibility and accuracy for swift decision-making and operational efficiency;
- Manage client documentations through meticulous digital archiving, enabling quick retrieval and enhancing client service delivery;
Maintaining transparent and auditable financial records on financial transactions, including generating quotations, invoices and statements for both collections and payments purposes.
Requirement:
- Candidate must possess at least Diploma / Degree in any field
- 0-2 years of relevant experience; fresh grads may apply.
- Possesses good communication and strong interpersonal skills
- Enjoys building rapport with customers and colleagues.
- Strong personal initiative and able to work under minimal supervision.
- Tenacious problem-solving mindset with strong follow-up and ownership.
- Enjoy challenges and love working on process enhancement.
- Ability to multitask, prioritise and manage time effectively in challenging situations.
- Interest in developing expertise in financial planning and investment.
- Team player who is able to work and go through a steep learning curve with a dynamic team.
- Required language (s) : Mandarin, English, Bahasa Malaysia
- Proficient in Microsoft Office Suite (words, power point, excel ), Adobe Acrobat and Canva.