Personal Assistant

1 week ago


Kuala Lumpur, Kuala Lumpur, Malaysia Hiredly X Full time

Key Responsibilities:

  • Appointment Management: Ensure all appointments are scheduled and managed efficiently on the calendar.
  • Client Communication: Follow up promptly with clients to secure appointments and assist in Zoom meetings.
  • Outreaching: Comfortable with cold calling and outreaching to leads to schedule appointments and provide support
  • Primary Contact: Serve as the first point of contact for clients before they reach out to Xin
  • Meeting Participation and minutes taker: Participate in Zoom meetings with clients and take comprehensive meeting notes.
  • Documentation: Assist with paperwork, portfolio management, and document signing.
  • Client Engagement: Keep clients engaged and excited about working with Xin.
  • Policy Management: Handle policy case submissions, claims, and updates on policy changes. Follow up with clients on lapse cases or premium overdue cases, ensuring they submit necessary details to continue their policies.
  • Client Liaison: Act as the first point of contact for clients before they reach out to Xin.
  • Follow-Up: Manage lapse cases and overdue premiums, ensuring clients submit necessary details.
  • Sales Process Adherence: Follow the sales process crafted by SG Investors.
  • Expense Tracking: Monitor and manage expenses.
  • Travel Planning: Organize flights and accommodations.
  • Sales Tracking: Track Xin's sales numbers using spreadsheets.
  • Gift Management: Arrange and send birthday and onboarding gifts to clients.
  • CRM Management: Ensure client information is updated and maintained in the CRM system (Salesable).

Requirements:

  • Bilingual: Proficient in English and Mandarin (Speaking).
  • Communication: Fully eloquent in writing and speaking English.
  • Executive Support: Experience providing highlevel administrative support to C-Level executives, including managing schedules, coordinating meetings, and handling confidential information.
  • Organizational Skills: Highly organized in appointment and time management.
  • Tech Savvy: Familiar with Google Suite, and able to learn other platforms used fast (such as a CRM tool, Salesable)
  • Outreaching: Comfortable with making outreach calls to potential leads and securing appointments to build client relationships.
  • Fast-

Paced Environment:
Experience working in a dynamic and fast-paced environment.

  • Remote Work: Ability to work independently and manage tasks efficiently in a remote setting.

Pay:
RM4, RM7,000.00 per month

Schedule:

  • Monday to Friday

Education:

  • Bachelor's (preferred)

Experience:

Personal Assistant: 3 years (preferred)

Language:

  • Mandarin (preferred)
  • English (preferred)

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