全职 Secretary (Investment/Finance) Jobs, salary up to MYR 5,000 in United Straits M & E Sdn Bhd Petaling Jaya - Ricebowl

Key Requirements

• Diploma or Bachelor’s Degree in Finance, Business Administration, Economics, or a related field.

• Additional certification in administration or finance is an advantage.

• Minimum 2–5 years of experience in a secretarial or administrative role, preferably within an investment firm, financial institution, or corporate environment.

• Familiarity with investment terminology, financial documents, and reporting processes is preferred.

• Strong organizational and time management skills.

• High attention to detail and accuracy.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Proficiency in Bloomberg.

• Ability to prepare reports, minutes, and professional correspondence.

• Good understanding of financial documents such as investment reports, portfolios, and contracts.

• Excellent written and verbal communication skills.

• Ability to maintain confidentiality and handle sensitive information.

• Strong multitasking ability and ability to work under tight deadlines.

• Professional, proactive, and reliable.

• Strong interpersonal skills and ability to interact with stakeholders.

• Discreet and trustworthy.

• Ability to work independently and as part of a team.

Job Scope & Responsibilities

• Provide full secretarial and administrative support to the investment team and senior executives.

• Manage schedules, appointments, and meetings related to investment activities.

• Prepare meeting agendas, take minutes, and follow up on action items.

• Assist in the preparation and compilation of investment reports, presentations, and documentation.

• Maintain and organize investment records, files, and databases.

• Track investment deadlines, submissions, and approvals.

• Draft and format correspondence, reports, and internal memos related to investments.

• Ensure accuracy and completeness of investment-related documents.

• Support in preparing materials for investor meetings and board presentations.

• Act as a point of contact between the investment team, clients, stakeholders, and external parties.

• Coordinate communication with financial institutions, partners, and service providers.

• Ensure all documentation complies with internal policies and regulatory requirements.

• Maintain strict confidentiality of financial and investment information.

• Assist in basic financial tracking, data entry, and record reconciliation.

• Support ad hoc tasks related to investment projects and business operations.

• Annual Leave
• Free Parking
• Training Provided