Sales Admin Executive

3 days ago

Petaling Jaya, Selangor, Malaysia GamBit Group Full time 45,000 - 70,000 per year

Job Overview:

This role is to support the sales and business development team in delivering high-quality administrative and coordination support. This role ensures smooth documentation, accurate record-keeping, and timely follow-ups related to wealth management, trust services, and clients, agents & agency onboarding. The ideal candidate is highly organized, maintains strict confidentiality, and thrives in a compliance-driven, client-centric setting.

Key Responsibilities:

Administrative & Coordination Support

●     Prepare proposals, onboarding documents, and presentation materials.

●     Schedule and coordinate meetings, briefings, and internal follow-ups.

●     Assist in planning and executing events, training sessions, and roadshows.

●     Prepare internal and external memo to related party for proper communication purpose.

Sales & Client Support

●     Assist in tracking leads, referrals, and client communications.

●     Maintain up-to-date sales pipeline and clients, agents & agency data.

●     Follow up with internal teams to ensure timely onboarding and service delivery

Agent & Agency Support

●     Assist in onboarding new clients, agents & agency and maintaining records

●     Monitor agent performance data and update reports for management

●     Coordinate documentation, agreements, and compliance requirements

Documentation & Compliance

●     Ensure accuracy and completeness of all clients, agents & agency documentation

●     Support internal compliance checks, including KYC/AML processes

●     Maintain proper filing and records for agreements, service forms, and internal memos

Reporting & Communication

●     Generate regular reports on sales, agent & agency performance, and activities

●     Support preparation of internal updates, management briefings, and regulatory reporting

●     Liaise across departments to facilitate operational workflows

●     To furnish and prepare sales report & etc

Undertake any other duties or responsibilities as assigned by management from time to time.

Requirements:

  • At least 2 years of experience in a similar role.
  • Strong organizational and multitasking skills with attention to detail.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office suite (Word, Excel, PowerPoint) and Google Workspace.
  • Self-motivated, highly organized, and capable of working under pressure to meet tight deadlines.
  • Able to work independently and minimum supervision, organized.
  • A team player with a positive attitude and able to collaborates effectively with colleagues.

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