
Planner Admin
2 weeks ago
JOB DESCRIPTION
- Assist in preparing client planners, proposals, and documentation for appointments
- Support consultants with client enquiries via email, phone, or WhatsApp
- Help maintain and update client profiles, contact logs, and digital records in the system
- Coordinate appointment bookings and follow-ups across multiple schedules
- Prepare basic reports on client engagement and meeting summaries
- Organize, scan, and file compliance documents and service agreements
- Assist in coordination of campaigns, outreach efforts, and follow-up reminders
- Provide day-to-day administrative and coordination support as assigned
JOB REQUIREMENTS
- Minimum Diploma and above
- Detail-oriented and organized, with strong time management and multitasking skills
- Proficient in Microsoft Office and Google Workspace, with good communication skills
- Strong attention to detail and organizational skills
- Entry-level candidates are welcome to apply; training will be provided
EA License Number: 22C1278
Disclaimer:
By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore's PDPA and used solely for recruitment purposes.
Disclaimer:
By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore's PDPA and used solely for recruitment purposes.
Tell employers what skills you haveWealth Management
Forecasting
Digital Media
Microsoft Office
Financial Planning
Multitasking Skills
Planner
Inventory Management
Account Servicing
Compliance
Good Communication Skills
Time Management
Able To Work Independently
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