Maven Financial, Advisors' Clique Hiring! Part Time Administrative Assistant in , Earn up to SGD 1,200 - Ricebowl

Client Service & Administrative Executive

Be the first point of contact for our clients

We are looking for a warm, organised and proactive Client Service & Administrative Executive to join our growing financial advisory practice.

This is more than an administrative role.

You will be an important part of the client experience, serving as a key point of contact for our clients, handling day-to-day queries, coordinating requests and ensuring that clients receive timely and professional support.

You will work closely with the financial planner and support the smooth running of the practice, allowing our advisers to focus on providing quality financial planning and advice.

Your Role

Client Service & Relationship Management

• Serve as one of the primary points of contact for clients
• Respond to client enquiries via WhatsApp, phone, email and other communication channels
• Understand clients' requests and determine the appropriate next steps
• Coordinate with financial planners, insurers and relevant parties to resolve client queries
• Follow up on outstanding requests and keep clients updated on progress
• Arrange and coordinate client appointments and meetings
• Provide a warm, professional and responsive client experience
• Build familiarity with clients and their ongoing service needs

Administrative & Practice Support

• Prepare and manage client documentation and forms
• Assist with policy servicing and administrative matters
• Maintain accurate client records and documentation
• Follow up on outstanding documents and requirements
• Coordinate submissions and other administrative processes
• Manage calendars, appointments and meeting arrangements
• Support client events, workshops and practice initiatives
• Assist with other operational and administrative matters as required

The Person We’re Looking For

We are looking for someone who genuinely enjoys working with people and takes pride in providing good service.

You should be:

Client-oriented
You understand that every interaction shapes the client's experience with our practice.

Responsive
You don't just acknowledge a request, you take ownership and follow through until it is resolved.

Organised
You can manage multiple client requests, deadlines and administrative tasks without losing track of details.

Proactive
You anticipate what needs to be done and take initiative rather than waiting for instructions.

A good communicator
You are comfortable communicating with clients professionally through WhatsApp, phone and email.

Detail-conscious
You appreciate that accuracy and confidentiality are especially important when dealing with financial and personal information.

A team player
You work well with financial planners and other stakeholders to get things done.

What You’ll Learn

This role provides an opportunity to gain meaningful exposure to the financial advisory industry and understand how a professional financial planning practice operates.

You will gain experience in:

• Client relationship management
• Financial planning administration
• Insurance and policy servicing
• Client communication
• Event and workshop coordination
• Practice operations and process improvement

For the right person, there is also scope to take on greater responsibilities as the practice grows.

Experience & Qualifications

• Prior experience in customer service, client servicing, administration or a similar role is preferred
• Strong written and verbal communication skills
• Comfortable using WhatsApp, email and common office applications
• Good organisational and follow-up skills
• Ability to handle confidential information with discretion
• Experience in financial services or insurance is an advantage, but not essential

Most importantly, we are looking for someone with the right attitude, maturity and service mindset.

Why Join Us?

You will be joining a growing financial advisory practice where your work will have a direct impact on the experience of our clients.

Rather than being confined to back-office administration, you will have meaningful interaction with clients and exposure to the business as a whole.

If you enjoy working with people, solving problems and being the person clients can rely on, we'd love to hear from you.

Pay: $800.00 - $1,200.00 per month

Work Location: Hybrid remote in Singapore (Singapore, Singapore)