Each adviser is assigned a mentor to ensure maximum learning and fast-tracked progression.

Mentoring

We start later in the day and there is some flexibility as long as tasks are completed.

Flexibility

Learn how to improve and maximise your personal finances, so you can make financial progress towards your life goals outside of work.

Personal Financial Literacy

There are less than 2,000 licensed professionals in Malaysia. We will guide and help you become a recognised name in the industry.

Industry Recognition

Uno Advisers

Uno Advisers is Malaysia's first licensed financial planning and advisory firm for women, approved by both Bank Negara Malaysia and Securities Commission Malaysia. Our goal is to guide our clients towards worry-free finance by creating personalised strategies, tailored to the personality of each person.

Uno was founded on the belief that we should be able to enjoy all aspects of life. We want the good things in life and we recognise the importance of personal finances in this endeavour. So, what better way to achieve our goals than to make our careers all about personal finance?

Our name 'Uno' is the spanish word for 'one', referring to one of our main objectives for our clients: helping them retire with at least RM1,000,000.

Who We Are

Here at Uno, we believe that our careers are meant to take us towards our life goals. On this journey, we have three main philosophies:

First, we ensure that everyone’s career progression is entirely in their hands. This avoids politics and allows us to truly celebrate each other’s accomplishments.

Second, everyone’s input is valued. It does not matter if someone is new to the company or a seasoned veteran. We believe that different perspectives are essential to long term growth and we welcome new ideas.

Third, we strive to protect our company’s integrity, standards, and reputation. To do this, we hold each other to a high level of professionalism and performance.

Our Beliefs

We are looking for an Admin &amp; Operations Executive to support the operations of our growing financial advisory practice. This isn't a back-office role that stays static; as we scale, you will be given opportunities to progress your career along a clear path toward senior operations or management roles. If you're someone who thrives on keeping a business running smoothly and wants your responsibilities to grow with your capabilities, this is built for you.

<h3><ins>Your Day-to-Day Impact (The Responsibilities) 💼</ins></h3>
<ul>
<li>Provide administrative support to management and the sales team, helping keep day-to-day operations running smoothly</li>
<li>Manage general accounts and payroll</li>
<li>Maintain and update our client database, ensuring accuracy and confidentiality</li>
<li>Help handle correspondence with business partners, vendors, and regulators</li>
<li>Support the filing of annual reports and other regulatory submissions, working within established processes and timelines</li>
</ul>

<h3><ins>What You'll Get 🛠️</ins></h3>
<ul>
<li>A role that can grow with you: as you settle in and build confidence, there's room to take on more and progress within the firm</li>
<li>Exposure across the business: you'll work alongside management, sales, and external partners, giving you a well-rounded view of how a financial advisory firm operates</li>
<li>Professional network growth: you'll have the opportunity to build your network through events and communications with our regulators such as Bank Negara Malaysia and Securities Commission Malaysia.</li>
</ul>

• Run daily ops: admin support, payroll, client DB upkeep, partner &amp; regulator liaison.
• Growing financial advisory firm, work across management, sales and regulators.
• Clear growth path to senior ops or management, grow scope and impact!

• Sokong operasi harian: urus akaun/gaji, kemaskini pangkalan data pelanggan, dan urus korespondensi serta pemfailan kawal selia.
• Praktis penasihat kewangan yang berkembang, beri pendedahan luas operasi firma.
• Laluan jelas ke peranan operasi kanan!

Administrative Support

Microsoft Excel

Customer Service

Accounting

Payroll Administration

Customer Data Management

Regulatory Compliance

Willingness To Learn

We are looking for an Admin and Operations Executive to support the operations of our growing financial advisory practice. This isn't a back-office role that stays static; as we scale, you will be given opportunities to progress your career along a clear path toward senior operations or management roles. If you're someone who thrives on keeping a business running smoothly and wants your responsibilities to grow with your capabilities, this is built for you.

Your Day-to-Day Impact (The Respon...

Admin & Operations Executive

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Uno Advisers