- Petaling Jaya Selangor Malaysia
Working Location
Job Description
Responsibilities
Personal Assistant
Octave Principal Consultancy Sdn Bhd
Salary: RM2,300 per month, negotiable
Working days: Monday to Friday
Working hours: 8:30 a.m. to 5:30 p.m.
Locations: Petaling Jaya and Mont Kiara. Attendance at both offices is required on different days.
Language: English
ABOUT THE ROLE
We are looking for an organised and dependable Personal Assistant to support the director and team in an insurance and financial services business. You will help keep the director’s schedule, documents, reminders and follow-ups organised, while coordinating recruitment, client service administration, advisor activity tracking and lead generation. Recruitment coordination will be an initial priority.
RESPONSIBILITIES
Research potential candidates and maintain recruitment records.
Coordinate approved outreach, follow-ups and interview scheduling.
Organise appointments, lead information and pre-sales documents.
Support policy delivery, premium payment reminders and status tracking, renewals and claims administration.
Track client requests, documents and outstanding service tasks.
Maintain advisor contest information and weekly activity records.
Research and organise leads through agreed sources.
Assist the director with scheduling, documents, reminders and administrative follow-through.
REQUIREMENTS
Applicants must be Malaysian citizens.
Strong organisation, accuracy and follow-through.
Clear written and spoken English.
Confidence using spreadsheets, documents, messaging and calendars.
Careful handling of client and candidate information.
Ability to manage several tasks and clarify priorities when needed.
Willingness to learn insurance and financial services administration.
Ability to attend both PJ and Mont Kiara offices on different days.
Experience in administration, customer service, recruitment coordination, banking or insurance is helpful. Candidates with strong transferable skills are welcome.
Our tools include WhatsApp, Gmail, Google Sheets, Google Docs, Google Calendar, HubSpot, Mailchimp and Wix. Familiarity with some of these tools is useful; willingness to learn matters.
HOW TO APPLY
Apply through Indeed or email your CV or brief work history to ************* Include your earliest available start date, notice period, expected salary, confirmation that you can attend both office locations, and a short example of how you have organised multiple tasks or deadlines.
The proposed selection process includes an initial conversation, an interview with James, a short paid exercise using fictional information, and reference checks with your permission.
We aim to agree an offer by 6 November 2026. The start date will be agreed with the selected candidate.
Pay: RM2,300.00 per month
Application Question(s):
Work Location: In person
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