Administrative Executive

19 hours ago

singapore Mark Chan Organization Full-time
About the role We are seeking a meticulous and proactive Adviser Admin Executive to provide dedicated administrative support to our team of Financial and Insurance Advisers. You will play a pivotal role in ensuring smooth daily operations, compliance adherence, and an exceptional client experience throughout the advisory process.

Key responsibilities

Policy servicing, processing changes, renewals, top-ups, nominations, address/beneficiary updates

Clients claim support, following up with insurer, chasing documentation