兼职 Adminstration Executive 工作, 薪水 up to SGD 2,000, ARK LEGACY PTE. LTD. 公司招聘中 - Ricebowl

ABOUT THE ROLE

A part-time role supporting day-to-day practice operations across administration and business support. Ideal for someone seeking a flexible arrangement while building real-world skills, or returning to the workforce in a manageable, meaningful capacity.

KEY RESPONSIBILITIES

Administration & Operations

• Prepare, organise, and maintain client documentation, compliance forms, and correspondence
• Coordinate new client onboarding including KYC documentation and account setup
• Track action items and ensure timely follow-through across all open matters
• Maintain confidential records in line with regulatory and firm requirements

Data & Reporting

• Compile and organise client portfolio data, performance summaries, and financial reports
• Prepare meeting materials and data summaries for client review meetings
• Monitor relevant market updates and flag items tied to client holdings or financial plans
• Maintain data accuracy across CRM systems, spreadsheets, and shared drives

Client & Stakeholder Support

• Serve as first point of contact for client enquiries, handling interactions with warmth and professionalism
• Build rapport through consistent, responsive communication and follow-through

REQUIREMENTS

Essential

• Fresh graduates welcome — no prior experience required
• Comfortable with data and numbers; basic proficiency in Microsoft 365
• Organised and detail-oriented, with the ability to manage competing deadlines
• Proactive, adaptable, and keen to contribute across different functions
• Strong interpersonal skills; confident engaging with clients and external stakeholders
• Good written and spoken English; Mandarin fluency is an advantage
• Discreet and trustworthy when handling sensitive client and financial information

Preferred

• Attained CMFAS certification, or willing to pursue the relevant papers
• Follows financial markets, investment news, or personal finance topics independently
• Familiarity with CRM tools, project management apps, or data visualisation software

WHAT WE OFFER

• Direct mentorship from a senior financial advisor
• Flexible part-time hours