ADMIN EXECUTIVE

Open 17d

Singapore
Full-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
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.

Show