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Personal Assistant for Takaful Consultant Jobs, Salary up to MYR 2,000 in PRUDENTIAL BSN TAKAFUL Selangor - Maukerja

Personal Assistant for Takaful Consultant

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Working Location

  • Kajang Selangor Malaysia

Job Description

Responsibilities

Job Title: Personal Assistant to Takaful Consultant

Company/Agency: ZTY Gemilang Enterprise

Location: Kajang/ Putrajaya

Employment Type: Full time or intern (fresh graduate are welcome)

Role Summary

We are seeking a highly organized, proactive, and detail-oriented Personal Assistant to support a busy Takaful Consultant. In this role, you will be the backbone of daily operations, ensuring seamless administrative workflows, excellent client communication, and efficient schedule management. The ideal candidate thrives in a professional environment and is capable of managing multiple priorities, from drafting formal correspondence to coordinating logistics for corporate briefings and seminars.

Key Responsibilities

1. Administrative & Calendar Management

  • Manage and organize the Takaful Consultant’s daily schedule, including setting face-to-face client meetings, managing cancellations, and sending reminders.
  • Draft, format, and proofread formal letters, proposals, and email correspondence to corporate clients, government departments, and stakeholders.
  • Maintain an organized filing system for client documents, policy agreements, and agency materials.
  • Assist with travel arrangements and itinerary planning for out-of-town business engagements.

2. Client Servicing & Support

  • Act as the first point of contact for client inquiries, handling routine questions with a high level of professionalism and confidentiality.
  • Assist in preparing presentation slides and physical materials for client meetings, corporate briefings, and estate management seminars.
  • Update and maintain the client relationship management (CRM) database, ensuring all contact details and policy statuses are current.
  • Assist in processing client requests, including documentation for policy adjustments, renewals, or claim submissions.

3. Event & Agency Coordination

  • Coordinate logistics for financial literacy and wealth protection briefings, including liaising with venue gatekeepers and organizing technical requirements.
  • Provide support for agency recruitment efforts, such as formatting job descriptions, organizing candidate rubrics, and scheduling interviews.
  • Run business-related errands and manage basic bookkeeping or expense tracking as required.

Qualifications & Skills

  • Proven experience as a Personal Assistant, Administrative Assistant, or in a similar support role. Experience in the financial, insurance, or Takaful industry is a strong advantage.
  • Excellent written and verbal communication skills in Bahasa Malaysia and English, with the ability to draft formal corporate letters.
  • Strong organizational and time-management skills, with the ability to multitask effectively.
  • High proficiency in office software (e.g., Microsoft Office, Keynote/Pages, Google Workspace) and comfort working within a macOS environment.
  • High level of integrity, discretion, and strict adherence to client confidentiality.
  • Professional demeanor with a proactive, problem-solving mindset.

Employment Terms & Commpensation

  • Probation Period: All new hires will undergo a 3-month probation period to assess role fit, technical competency, and alignment with agency culture.
  • Starting Salary: RM 1000 (During probation).
  • Post-Probation Salary Review: Upon successful completion of the 3-month probation, your performance will be reviewed for a permanent role confirmation and a salary increment based on meeting the initial KPI targets.
  • Performance-Based Growth: Further salary adjustments and quarterly bonuses are available thereafter, linked to your contribution to corporate briefing success and agency recruitment goals.

Job Types: Full-time, Internship, Fresh graduate

Pay: RM1,000.00 - RM2,000.00 per month

Willingness to travel:

  • 100% (Preferred)

Work Location: In person

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