[ref. g19456722] Executive Assistant | Financial Services | CBD Area - Geylang

Your new company

In this individual contributor role, you will be supporting a top-performing financial consultant. She is currently ranked among the top 3 financial consultants of the year and is a 4-times TOT (Top of the Table) qualifier, as well as a 6-times MDRT (Million Dollar Round Table) member.

Your new role

• Manage the diary and meeting schedules, including coordinating and scheduling meetings with internal and external stakeholders. Proactively confirm appointments a few days in advance, arrange venues or video calls and ensure director is well prepared.
• Maintain existing database of client information. Monitor and manage client messages (email, WhatsApp, SMS) professionally and promptly. Reply or escalate messages appropriately, ensuring timely follow-ups.
• Prepare financial summaries for clients to support insurance planning and annual policy reviews. Track policy renewals, milestones, and follow-up tasks to ensure a smooth clieny experience.
• Act as a key contact point between the agent, clients, and vendors. Arrange meetings and follow-ups independently and ensure a cordial and professional relationship with clients.
• Ad-hoc travel arrangements for local and international trips, such as travel itinerary, visa application, flight bookings, hotel accommodation and transportation arrangements

• To ensure your success in this role, you will need:
• · Qualifications: Diploma in Business Administration or a related field
• · Experience: 3-5 years of relevant work experience, with prior experience in the insurance industry as a plus
• · Exceptional organizational and multitasking abilities
• · Proficient in office management and administrative tasks
• · MS Office Suite expertise (Word, Excel, PowerPoint)
• · Excellent communication and interpersonal skills
• · Ability to work independently with minimal supervision and collaboratively as part of a team

What you need to do now

If you're interested in this role, click 'apply now' or forward an up-to-date copy of your CV to me at shien.koo@hays.com.sg. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

EA Reg Number: R22106488

EA License Number: 07C3924 | Company Registration No: 200609504D