BP QUANTUM ADVISORY PRIVATE LIMITED Hiring! Full Time Operation Manager in Islandwide (Singapore), Earn up to SGD 3,000 - Ricebowl

Operations Manager – Financial Advisory Firm

Location: Singapore |  Type: Full-time  | Reports to: Founder / CEO

Role Summary:
Manage the day-to-day operations of the Financial Advisory firm, covering FA operations, accounting coordination and office administration, ensuring the business runs efficiently and compliantly.

Mission: Build and maintain a smooth, compliant and efficient operating backbone that allows the advisers and management team to focus on customers and business growth.

Key Responsibilities

·      Manage FA operational processes, including client onboarding, documentation, applications, policy processing and follow-ups.

·      Maintain accurate client, policy and operational records.

·      Coordinate with insurers, product providers and other external parties.

·      Support commission, incentive and adviser administration.

·      Maintain and improve SOPs, workflows and operational controls.

·      Coordinate compliance-related operational requirements with the Compliance function.

·      Manage the external accounting service provider to ensure all accounting matters are in good order, such as: bookkeeping, bank reconciliation, payments, payroll/CPF, management accounts, etc.

·      Monitor company expenses, invoices and basic financial controls.

·      Handle office administrative matters, such as: facilities, supplies, vendors and employee administrative needs.

·      Workhand-in-hand with IT to automate end-to-end operational processes utilizing Artificial Intelligence (AI) and digital tools.

Requirements

·      5+years' experience in operations, preferably in Financial Advisory, Insurance, Banking or Financial Services.

·      Good understanding of FA operations and client onboarding.

·      Familiarity with accounting/bookkeeping and Singapore statutory requirements (including CPF and payroll workflows).

·      Experience successfully managing external service vendors.

·      Strong organisational, administrative and Excel skills.

·      Detail-oriented, hands-on and able to work independently in a startup environment.

Key Professional Attributes

Organised   |  Detail-oriented   |   Reliable  |   Process-driven   |  Hands-on   |   Strong follow-through