Singapore
Full-time / Part-time
We are looking for a responsible and organised Admin Executive to support our financial consultant team in administrative, client servicing, and coordination duties.
Job Responsibilities
- Maintain and update client records, schedule financial reviews, and manage portfolio updates.
- Process new client accounts, prepare proposals, and ensure all documents meet regulatory requirements.
- Coordinate directly with insurers and financial product providers to process policy applications and claims
- Assist in onboarding new representatives and conduct routine suitability assessments.
- Coordinate meetings, handle emails, and organize itineraries for financial consultants
- Coordinate client seminars, workshops, and corporate events
- Manage social media accounts or create presentations and content using platforms like Canva
Requirements
- Good communication and interpersonal skills
- Organised, responsible, and detail-oriented
- Comfortable using Microsoft Office / Google Workspace
- Able to multitask and work independently
- Prior admin or customer service experience is a bonus
What We Provide
- Flexible and supportive working environment
- Training and mentorship provided
- Career growth opportunities
- Exposure to the financial services industry
Suitable for individuals who enjoy communication, organisation, and working with people.
Work Location: Hybrid remote in Singapore 099254
Pay: $3,500.00 - $5,000.00 per month
Work Location: In person