Adminstration Executive
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