Prepare, review, and update corporate documents such as company constitutions, registers, minutes, and statutory records.
Draft, review, and circulate Directors’ Resolutions and Shareholders’ Resolutions to ensure compliance and timely approvals.
Coordinate with and manage external service providers and contractors on annual compliance and statutory obligations, including overseeing quality and timeliness of deliverables.
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Plan and manage the CEO’s business i.e. accommodation/ transportation/travel documentation/flight scheduling reservation, procurement of air tickets in the most cost effective and timely manner and in line with the approved policies and procedures and budget.
Act as a liaison between executives and internal stakeholders, including preparing agendas, gathering materials, and taking minutes. i.e. Undertake discussion, highlight issues and follow up on actions with relevant parties and advise status.
Maintain professional communication with clients, vendors, and partners, ensuring timely and accurate information flow. e.g. request for/clarification of information in a timely, efficient and professional manner.
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Assess and process applications for absolute and collateral assignment, beneficiary nomination and vesting within service, compliance and regulatory standards.
Handle investigation of complex cases from policyholders and financial representatives on assignments and nomination of beneficiary.
Work collaboratively with various departments, including Bancassurance, Claims, Legal, Group Risk Management on assignment, beneficiary nominations, FATCA (Foreign Account Tax Compliant Act) and CRS (Common Reporting Standard) matters. Note that FATCA and CRS forms are part of submission requirements for assignments and trust nominations.
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Part of Customer Service team responsible for handling all types of Ownership & Nomination transactions including policy assignment, beneficiary nomination, vesting, and delivering them within service standards and ensuring compliance with the respective regulatory frameworks.
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Ready to keep tenders organised and on time? Join us as a Tender Secretary, working with us at PDS SAFETY (MALAYSIA) SDN BHD, a Occupational, Safety and healthcare safety solutions partner that supplies equipment and helps hospitals and clinics meet compliance and safety needs.
As the backbone, you will keep our tender workflows smooth by managing submissions, tracking deadlines, and coordinating across teams so projects move forward without friction.