Client & Administrative Support

Objective

To provide professional administrative, operational, and client servicing support, allowing the adviser to focus on client relationships, business development, and growth.

Job Description

• Reporting To Advisory Group Partner
• Manage appointments, calendar scheduling, and meeting arrangements.
• Handle client enquiries via phone, WhatsApp, and email.
• Prepare, organize, and maintain client records and documents.
• Coordinate e-signatures, forms, and document submissions.
• Follow up on outstanding requests and ensure timely completion.

Operations

• Assist in preparing and submitting insurance and investment applications.
• Track case progress, underwriting, policy issuance
• Liaise with insurers, platforms, banks, and internal departments.
• Ensure all documentation is complete

Marketing & Event Coordination

• Support client seminars, workshops, and appreciation events.
• Assist with invitations, registrations, and event logistics.
• Help prepare presentation materials and marketing content.

Key Responsibilities

• Provide excellent client service and prompt follow-up
• Maintain accurate records and documentation
• Ensure smooth day-to-day business operations
• Support business growth through efficient administration
• Handle all client information with strict confidentiality