Administrative Executive (Wealth Management Support)

We are looking for a proactive and detail-oriented Administrative Executive to support a Wealth Manager in delivering a seamless client experience. The ideal candidate is organized, dependable, and able to manage multiple administrative and operational tasks efficiently within a fast-paced environment.

• Quotation Preparation: Prepare product quotations and proposal illustrations prior to client presentations.
• Documentation: Draft and organize closing documents for client signatures.
• Submission Management: Ensure timely and accurate submission of signed documents and applications to relevant departments or providers.
• Post-Sale Follow-Up: Track and follow up on cases, including unsuccessful premium deductions, pending requirements, or outstanding client documents.
• Client Servicing Support: Maintain client records, assist with policy servicing requests, and coordinate with insurers or partners where necessary.
• Administrative Efficiency: Maintain proper filing systems, handle correspondence, and ensure all documentation complies with company and regulatory standards.
• Team Support: Provide administrative support for client meetings, scheduling, and report preparation.
• General Secretarial Duties: Perform all general secretarial and administrative tasks, and carry out such other administrative procedures as determined by the Employer in accordance with the prevailing system.

• Minimum diploma or equivalent qualification in Business Administration, Finance, or related field.
• Prior experience in the financial services or insurance industry preferred.
• Strong attention to detail, accuracy, and organizational skills.
• Proficient in Microsoft Office (Word, Excel, PowerPoint) and comfortable learning new systems.
• Excellent communication and follow-up skills.
• Integrity, professionalism, and the ability to handle confidential information.

• Work closely with a dynamic Wealth Manager serving high-caliber clients.
• Gain valuable exposure to financial advisory operations and client engagement processes.
• Opportunity to grow into a more senior role with performance and experience.