Full Time Processor Jobs, in Louise Holden Capital Management Federal Territory - Maukerja

Company Description Louise Holden Capital Management Sdn Bhd is a financial services firm that provides comprehensive, client-focused financial planning solutions. The company’s services cover cash flow and net worth planning, insurance planning and risk management, and investment planning to support long-term wealth growth. The team also advises on tax planning, estate planning, and education planning to help clients protect and distribute assets effectively. By offering retirement and holistic financial planning, the firm aims to deliver structured, goal-oriented strategies tailored to each client’s needs.
Role Description The Processor is a full-time hybrid role based in Setapak, with flexibility for some work-from-home arrangements. In this role, the Processor will handle the collection, verification, and entry of client data related to financial plans, insurance policies, investments, and other advisory documents. Day-to-day tasks include preparing and updating forms, maintaining accurate records, checking documentation for completeness and compliance, and coordinating with advisors to support client onboarding and servicing. The Processor will liaise with internal teams and external partners to track applications, resolve discrepancies, and ensure timely processing of transactions. The role also involves generating basic reports, assisting with administrative support for meetings, and following company procedures to maintain confidentiality and data integrity.
Qualifications

• Strong data processing and administrative skills, including accuracy in documentation, data entry, and record management.
• Basic understanding of financial services or interest in areas such as insurance, investments, and financial planning.
• Proficiency with office software (e.g., spreadsheets, word processing, email) and ability to learn new systems quickly.
• Effective communication and collaboration skills, with the ability to work with advisors, clients, and external partners.
• Organized and detail-oriented, capable of managing multiple tasks and meeting deadlines in a structured environment.
• Ability to work in a hybrid arrangement from Setapak and home, with reliable internet access and a suitable work setup.
• Relevant diploma or degree in finance, business, administration, or a related field is an advantage; prior processing or operations experience in financial services is beneficial.