Documentation: Support the preparation and submission of HR documentation; help track submission deadlines, approvals, attendance documentation and other required paperwork; ensure documents and records are complete, accurate and properly organised.
Recruitment Coordination: Help coordinate interviews between candidates and hiring teams; manage scheduling, calendar invitations, confirmations and follow-ups; support other recruitment administration when needed.
HR & Operations Support: Support daily admin, coordination, and documentation for the OPT team; assist with client projects and HR operations as needed; research, contact, and compare venues/vendors for training and events; maintain internal venue and vendor database; take on ad-hoc tasks and projects as they arise.
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Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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Handle accounts payable and receivable across all entities (Malaysia, US, Japan), including vendor payment scheduling, client invoicing, and collections follow-up.
Maintain complete, accurate, and audit-ready financial records, transaction data, and supporting documentation at all times.
Conduct regular bank reconciliations and maintain fixed asset registers across entities.
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