Experience

Financial Planning Association of Malaysia (FPAM)

• Financial Services
• 1 - 100 Employee

• Financial Literacy Senior Executive

  • Jul 2023 - Present

  Job OverviewThe Financial Literacy Executive runs administrative and logistical assistance for the Financial Literacy department in FPAM and liaised with external clients, speakers, members and also other departments to ensure that operations and planning are carried out smoothly. Responsibilities and Duties:To coordinate all media liaison activities between media partners and speakers.• All vendor registration, invoices between clients, finance department and speakers.• All articles submitted by FPAM members for the media.To assist in planning and organising:• One-to-one consultations for members of public• Financial literacy programmes & surveysTo assist in:• Financial literacy programmes coordination and logistics• Social media coordination • Media engagement coordination• Tracking of all financial literacy activities• Reviewing & amending departmental SOP• To manage & control all financial literacy assets• Any other FPAM work that may be assigned by the management. Show less

• Industry Development Senior Executive

  • Jan 2021 - Jul 2023

  Work Descriptions :Industry collaboration• Support the development and operations of professional standards & disciplinary matters.• Assist to draft, disseminate & update professional standards and guidelines.• Attend & draft meeting minutes / notes for industry collaboration with (Securities Commission Malaysia , BNM)• Coordinate collaboration of industry events.Industry Membership• Support Charter & Corporate Membership BOG Team Leader.• Coordinate Membership Collabrations.• Assist to set up and operationalise industry membership.• Process HRDF claims for L&D programsChapter Oversight • Assist BOG Team Leader in overseeing Chapters.• Update & disseminate chapters guidelines.Other Duties• Invigilation of CFP certification exams.• Contribute ideas which may improve department processes.• Any other duties that may be assigned from time to time. Show less

• FPAMFLY Administrator

  • Aug 2020 - Dec 2020

  Work Description:Handling google class & Webinar.Assist in booking of venue, F&B.Updates website, post promotions via email blast, website. Sent out and follow up on sponsorship letters.Follow up with media organisations.Liaise with speakers/writers.Assist in registration & collections on the day of conference.Registration on public & coordination.Calls & follow up emails to judges (if any), public & institutions.



RRC

• Advertising Services

• E-Commerce Merchandise Officer

  • Sep 2017 - May 2020

  Work Description: Monitor stock movement. Following up on ordering progress and ensure timely stock arrival. Schedule collections/ product to upload in each platform such website, Instagram, Fb etc. on timely manner. Prepare product information in details in orders to upload all platforms. Schedule product for photoshooting. Work Description: Monitor stock movement. Following up on ordering progress and ensure timely stock arrival. Schedule collections/ product to upload in each platform such website, Instagram, Fb etc. on timely manner. Prepare product information in details in orders to upload all platforms. Schedule product for photoshooting.



Standard Financial Adviser Sdn Bhd

• Licensing and Compliance Executive

  • Apr 2011 - May 2017

  Work Description:Membership registration•To process new application in a timely manner and, to ensure the completeness of the application and follow up for completeness in a timely manner, follow the membership process and notify a related department on new adviser, update the member records in database.CMSR license application and renewal with Securities Commission•New CMSR license application to be process upon approval of membership application or receiving the application, send reminder of license expiry date to CMSRL holder 90 days before the expiry date and remind is there sufficient CPE points for renewalCUTA registration with FIMM•To submit UTC registration to FIMM, follow up with adviser on the CUTA application if they yet to untieFinancial Advisers Application with Bank Negara•To process and submit the FAR application to Bank Negara Malaysia in a timely manner, follow up with Bank Negara Malaysia representative on the application status.CPD / CPE monitoring•To upload the advisers’ points in Powerhouse system, update the system periodically, advice adviser’s on their current points every quarter.Training / Conference / PD Day•To assist in organising the PD Day and obtaining the points from Malaysia Financial Planning Council (MFPC) and Securities Industry Development Corporation (SIDC), submit the report to SIDC on a timely manner, issue a certificate of attendance to attendee for courses that carry CPD and/or CPE points.Stationery Requirement•Assist adviser on their stationery requirement on a timely manner, follow up with vendor for fast delivery.Communication with Adviser, Business partners and Regulator•To ensure communication / queries by stakeholders is attended in a timely manner. Show less

• Licensing and Compliance Executive

  • Apr 2011 - May 2017

  Work Description:Membership registration•To process new application in a timely manner and, to ensure the completeness of the application and follow up for completeness in a timely manner, follow the membership process and notify a related department on new adviser, update the member records in database.CMSR license application and renewal with Securities Commission•New CMSR license application to be process upon approval of membership application or receiving the application, send reminder of license expiry date to CMSRL holder 90 days before the expiry date and remind is there sufficient CPE points for renewalCUTA registration with FIMM•To submit UTC registration to FIMM, follow up with adviser on the CUTA application if they yet to untieFinancial Advisers Application with Bank Negara•To process and submit the FAR application to Bank Negara Malaysia in a timely manner, follow up with Bank Negara Malaysia representative on the application status.CPD / CPE monitoring•To upload the advisers’ points in Powerhouse system, update the system periodically, advice adviser’s on their current points every quarter.Training / Conference / PD Day•To assist in organising the PD Day and obtaining the points from Malaysia Financial Planning Council (MFPC) and Securities Industry Development Corporation (SIDC), submit the report to SIDC on a timely manner, issue a certificate of attendance to attendee for courses that carry CPD and/or CPE points.Stationery Requirement•Assist adviser on their stationery requirement on a timely manner, follow up with vendor for fast delivery.Communication with Adviser, Business partners and Regulator•To ensure communication / queries by stakeholders is attended in a timely manner. Show less



Standard Financial Planner Sdn.Bhd

• Operation Executive

  • Jan 2007 - Mar 2011

  Work Description: Application Lodgements• Compile and applications for new investments on behalf of the advisers, follow up advisers if applications are missing important information.Booking of Funds• Book unit trust pricing.Lodgement Forms•Process lodgement forms including entry, filing, photocopying and archiving and follows up as needed, emailing, scanning, photocopying when required and send reports when required.Administration•Photocopying of statements and cheques, filing as required, updating and creating new labels for the pay day envelopes, managing the filing and archiving of all documentation and ordering stationery/business cardsFund Manager Statements•Organise copies of the Fund Manager statements to be provided with the RCTI’s for pay run.Phone Correspondence•Phone advisers who have neglected to send lodgement forms. Show less

• Receptionist / Admin Officer

  • May 2005 - Dec 2006

  Work Description:Handling General Office administrative task.Data entry and documents filling.Attending incoming calls and email and enquiries.Arrange for any company events.