Business Support Executive
2 weeks ago
**About Us**
Blueprint Planning is a leading financial planning specialist that is committed to helping our clients realize their financial aspirations. We provide tailored and holistic financial planning services to our clients both in Malaysia and abroad. Our financial advisors have the knowledge and experience to assist our clients in a wide range of financial areas inclusive of Comprehensive Financial Planning and Islamic Financial Planning.
**Our services include**:
- Comprehensive Financial Planning
- Product Advisory
- Cash Flow Management
- Investment Planning
- Estate Planning
- Retirement Planning
- Risk Management & Wealth Protection
- Small Business Solutions
- International Wealth Management
- Family Office
**Responsibilities**:
- Maintain clients' database and assist planners in gaining the information they need from clients.
- Assist in the processing and submission of new businesses.
- Perform administrative tasks such as preparation of document and reporting.
- Assist with filing, data entry, recording and maintaining accurate and complete financial records.
**Requirements**:
- Malaysian citizens.
- Degree in Financial Planning, Finance, Business Administration or other related fields with a good academic track (minimum CGPA of 3.00).
- Effective communication and written level of English.
- Good attitude and strong discipline.
**Salary**: From RM2,000.00 per month
**Benefits**:
- Health insurance
Schedule:
- Monday to Friday
**Education**:
- Bachelor's (required)
**Experience**:
- Administration: 1 year (preferred)
**Language**:
- English (required)
Ability to Commute:
- Shah Alam (required)
Ability to Relocate:
- Shah Alam: Relocate before starting work (required)
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