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:
Work Location: In person