Company Overview
Wang Alliance (WA) Pte. Ltd. is a Singapore-based business group providing operational and management support to businesses within our group across the financial services, healthcare and professional services sectors. We focus on strong client servicing, effective operations and long-term business growth.
Job Summary
You will work closely with the Agency Director and management team to provide executive support and coordinate client and business matters, ensuring timely follow-up and the smooth day-to-day running of a financial advisory business.
Responsibilities
Provide executive, operational and administrative support to the Agency Director and management team to ensure the smooth running of day-to-day business matters
Track multiple ongoing client and business matters and proactively follow up to ensure timely completion and resolution
Liaise professionally with clients, advisers, insurers, financial institutions, business partners and internal teams to facilitate effective communication and coordination
Assist with client onboarding, servicing and post-meeting follow-up to maintain high standards of client service and operational accuracy
Prepare, organise and verify documents, records, reports and operational files to maintain accuracy and compliance
Monitor deadlines, outstanding requirements and pending actions to prevent delays and ensure continuity of workflow
Coordinate appointments, meetings, submissions and related follow-ups to support smooth scheduling and task completion
Support insurance and investment administration by handling forms, documentation and servicing matters accurately
Update and maintain internal CRM and workflow systems to ensure accurate and accessible records
Assist with recruitment, onboarding and general team administration as required
Identify operational issues or inconsistencies and take appropriate steps to resolve day-to-day challenges
Contribute to other projects and business matters as responsibilities evolve, demonstrating adaptability and initiative
Required competencies
Strong organisational skills and attention to detail
Able to manage and follow up on multiple ongoing matters simultaneously
Good written and spoken communication skills
Responsible, dependable and able to take ownership of assigned matters
Comfortable dealing professionally with clients, management and external parties
Able to handle confidential client and business information professionally
Able to learn and adapt to different systems and work processes
Good judgement and practical problem-solving ability
Preferred competencies and qualifications
Relevant experience in Executive Assistant, Personal Assistant, client servicing, operations, banking, financial services or professional services roles
Experience supporting senior management or business owners will be an advantage
Prior experience in financial services or insurance is useful but not essential
Candidates from other industries with relevant transferable experience are welcome to apply
Other Information
This role is
not a Financial Adviser or sales position; there are no sales targets or client prospecting requirements
Wang Alliance (WA) Pte. Ltd. is a Singapore-based business group involved in the financial services, healthcare, and professional support sectors. The organisation supports a growing ecosystem of affiliated businesses and operations with a focus on long-term growth, operational excellence, and strong client servicing standards.
Our work environment combines professional advisory support, backend operations, case coordination, documentation management, client servicing, workflow administration, and operational support functions across multiple business activities. As our operations continue to expand, we are continuously strengthening our internal systems, processes, and team structure to support a growing client base and increasing operational demands.
At WA, we place strong emphasis on professionalism, accountability, reliability, attention to detail, and teamwork. We believe that operational excellence and strong backend support are essential to maintaining high standards of client service and long-term business sustainability.
Depending on the role and department, responsibilities may include:
Backend operational and administrative support
Documentation preparation and checking
Client servicing and follow-up coordination
Case management and workflow tracking
Liaison with internal and external stakeholders
Scheduling and operational coordination
Monitoring and updating internal records and systems
Supporting management and business operations
We are looking for individuals who are responsible, organised, adaptable, willing to learn, and able to work in a structured yet dynamic environment. Candidates who possess initiative, strong follow-through, and the ability to manage tasks independently while maintaining accuracy and professionalism will thrive in our organisation.
Our organisation values individuals who are:
Detail-oriented and meticulous
Responsible and dependable
Professional in communication and conduct
Proactive and willing to take ownership
Team-oriented and cooperative
Adaptable in a fast-paced working environment
Able to manage responsibilities with consistency and accountability
Willing to grow and develop together with the organisation
Due to the nature of our operations, consistency, accuracy, responsiveness, and accountability are important qualities within the organisation. Candidates who are meticulous, organised, responsive, and able to follow through on responsibilities with minimal supervision will be highly valued.
WA believes in building a stable, supportive, and growth-oriented working environment where capable individuals can contribute meaningfully and develop together with the organisation over the long term.
We welcome candidates who are seeking an opportunity to be part of a growing organisation with evolving opportunities and exposure across different areas of operations and business support.