Administrative Executive
IPP Financial Advisers Bukit Merah Full-time
Administrative Executive
We are seeking a conscientious, reliable, and highly organized Administrative Executive who is proactive, detail-oriented, and skilled in building positive working relationships. This role provides essential administrative and operational support to the Financial Advisory Manager.The Administrative Executive serves as a trusted gatekeeper, ensuring that documentation, communication, and follow-ups are managed with exceptional accuracy and timeliness.
Responsibilities- Support the Manager/Adviser with assigned administrative and operational tasks, including:
- Processing clients’ insurance and investment applications (both hardcopy and digital).
- Following up with clients and insurers on underwriting memos, payments, and required documentation.
- Consolidating clients’ insurance information and preparing insurance summaries.
- Managing general customer service and administrative matters.
- Review team documentation prior to submission to New Business.
- Assist in preparing for Advisory Group Meetings and drafting meeting minutes.
- Support recruitment-related documentation and administrative processes.
- Excellent organizational and prioritization abilities.
- Strong written and verbal communication skills.
- High level of discretion, professionalism, and emotional maturity.
- Ability to work independently with minimal supervision.
- Strong problem-solving skills and consistent follow-through.
- Proficiency in Microsoft Office, Google Workspace, and digital task‑management tools.
- At least 2 years of experience as a Personal Assistant or Executive Assistant, preferably within financial services, insurance, or a regulated environment.
- Familiarity with financial advisory operations and compliance requirements is an advantage.
ScienTec ConsultingBukit Merah
1. Year Contract (Extendable) | $2580/month
• Central Location
• Monday – Friday | Office Hours
About the Role
You will support counter operations, manage customer enquiries, and assist with document verification and administrative tasks to ensure...
THE EDGE CONTRACTING SERVICES PTE. LTD.Bukit Merah
Resource Operations and Administrative Support – Singapore
We are looking for a proactive and organised Resource Operations and Administrative Support professional to support manpower planning, vendor recruitment coordination, and day-to-day...
IPP Financial AdvisersToa Payoh, 7 km from Bukit Merah
Administrative Executive
We are seeking a conscientious, reliable, and highly organized Administrative Executive who is proactive, detail-oriented, and skilled in building positive working relationships. This role provides essential administrative...