ADMIN EXECUTIVE

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.