Assist in the preparation of reports, presentations, and other documents, ensuring accuracy and adherence to company standards.
Manage office supplies inventory, including ordering, receiving, and distributing supplies, and maintaining a tidy and organized stockroom.
Greet visitors, answer phone calls, and direct inquiries to the appropriate personnel, providing a professional and welcoming first point of contact.
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Greet visitors, answer and direct phone calls, and respond to general inquiries, providing excellent customer service and a positive first impression.
Assist with the coordination of office events, meetings, and travel logistics, ensuring smooth execution and timely completion of tasks.
Support the team with various administrative tasks, including photocopying, scanning, mailing, and ordering supplies, contributing to the overall operational efficiency.
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Assist with monthly sales checking and filing systems.
Track and update progressive payments, claims, retention and project statements; maintain all project files with up-to-date documentation and progress details.
Monitor and follow up on overdue accounts through calls, emails, and letters;
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· Responsible to perform all administration and reporting duties including issuance of invoices, document processing, data updating, record keeping & compilation
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Any other ad-hoc assignments assigned by supervisor
Infinite Wealth Advisory established in 2004, is a professional financial planning and consultancy firm headquartered in Kuala Lumpur, with branches in Johor Bahru and Penang. We integrate expertise across risk planning, legacy, taxation and investment to provide holistic financial solutions, nurturing exceptional professionals and empowering clients toward sustainable financial well-being.