Siti Suhazaneza Sukri

• Job Overview
  
  • Conducted 1-to-1 consultations to facilitate collaboration and promote organizational objectives.
  • Promoted financial literacy through media engagement, webinars, and public talks.
  • Organized and facilitated webinars and workshops on financial literacy (FL) and employee financial wellness (EFW).
  • Coordinated with Licensed Financial Planner to secure suitable speakers for events.
  • Collaborated with regulators and associations to participate in industry-relevant events.
  • Assisted in the planning and execution of Financial Literacy events and Employee Financial Wellness webinars/talks, ensuring high standards of delivery.
  • Recorded and prepared detailed meeting minutes/notes for the Firm Operating Standard (FOS).
  • Supported processes related to Professional Indemnity Subsidy management.
  • Ensured proper documentation and compliance for all FL/EFW-related events and payments.
  • Managed event payments, including those involving HRDC compliance.
  • Oversaw communication and registration for Financial Literacy events, ensuring seamless pre-event arrangements.
  • Prepared comprehensive reports, including monthly activity summaries and event updates.
  • Maintained and updated continuing education points (CEs) for LFPs participating in FL/EFW programs.

• Job Overview:
  
  • Supported industry collaboration efforts to develop operational standards and address disciplinary matters.
  • Assisted in drafting, disseminating, and updating professional standards and guidelines.
  • Attended meetings with organizations like the Securities Commission Malaysia and BNM, taking detailed minutes and notes.
  • Coordinated industry events and collaborated on membership initiatives.
  • Assisted the Board of Governors (BOG) Team Leader in managing chapters and maintaining chapter guidelines.
  • Oversaw the invigilation of CFP certification exams and contributed ideas to improve departmental processes.
  • Regularly updated the charter and corporate membership listings, facilitated engagement sessions, and coordinated courtesy visits to regulators.
  • Prepared monthly and yearly departmental reports while managing the association’s social media accounts (Facebook, LinkedIn, Twitter, Instagram) to create and schedule engaging content.
  • Ensured the association’s website remained up-to-date and aligned with brand guidelines while monitoring industry news to keep the Board of Governors informed.

• Job Overview:
  
  • Managed Google training classes and webinars, ensuring a smooth delivery of content.
  • Assisted in venue and food & beverage arrangements for events.
  • Updated the company website and created email blasts to engage members.
  • Coordinated sponsorship outreach by drafting and following up on sponsorship letters for events.
  • Established and maintained relationships with media organizations for event promotion.
  • Collaborated with speakers and writers to secure article contributions.
  • Provided on-site support during conferences, including registration and payment collection.
  • Organized public registration processes and coordinated communications.
  • Conducted outreach through calls and follow-up emails to judges, public attendees, and institutions.

• Monitor and manage stock movement, ensuring timely inventory replenishment and optimal stock levels.
• Coordinate with suppliers to follow up on order progress, guaranteeing on-time deliveries and minimizing delays.
• Develop and implement efficient content scheduling strategies across multiple platforms, including websites, Instagram, Facebook, and others, to maintain a seamless user experience.
• Prepare and upload product information, including detailed descriptions and high-quality visuals, to various e-commerce platforms in a timely manner.
• Coordinate with in-house photographers to schedule content shoots, including product photography and live action videos, to meet marketing and sales objectives.

• Job Overview:
  
  • Efficiently process new CMSRL applications to ensure completeness and compliance with regulations.
  • Manage CMSR license applications and renewals in coordination with the Securities Commission, including timely reminders to CMSRL holders regarding license expiry and Continuing Professional Education (CPE) points needed for renewal.
  • Coordinate CUTA licensed registrations submitted to FIMM, diligently following up with advisers to ensure timely resolution of applications.
  • Oversee the timely processing of Financial Adviser applications for Bank Negara Malaysia, maintaining consistent communication to track application status.
  • Regularly upload and monitor CPD/CPE points for advisers in the Powerhouse system, providing quarterly updates and guidance on points accumulation.
  • Assist in organizing Training, Conferences, and PD Days, ensuring timely acquisition of accreditation points from the Malaysia Financial Planning Council (MFPC) and the Securities Industry Development Corporation (SIDC), while preparing and submitting attendance reports and certificates.
  • Foster effective communication with advisers, business partners, and regulators to promptly address stakeholder inquiries.

• Managed the processing of new investment applications, ensuring timely completion and submission, and coordinating with advisory teams to obtain necessary information.
• Conducted daily quality checks on application forms, addressed missing information, and booked unit trust pricing accordingly.
• Coordinated the resolution of customer complaints related to application submissions and commission processing.
• Prepared and submitted weekly and monthly reports to finance department for commission payment purposes, facilitating seamless payment processes.

Job Overview:

Managed general office administrative tasks, including data entry and document filing, handled incoming calls and emails, responded to inquiries, and coordinated company events.