Branch Secretary

2 weeks ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

**Job Title**:Branch Secretary - Financial Services
**Department**:Branch Operations / Administration
**Location**:Singapore
**Reports To**:Director

**Job Summary**:
**Key Responsibilities**:

- Serve as the first point of contact for clients and visitors, ensuring a professional and welcoming environment
- Prepare and process internal documents such as account forms, transaction requests, compliance paperwork, and client correspondence
- Maintain up-to-date and confidential client records and files in accordance with industry regulations
- Support branch staff, including financial advisors and management, with administrative and operational tasks
- Organize and maintain filing systems (both digital and physical), branch records, and supply inventory
- Assist with data entry, report generation, and document formatting for internal and client-facing materials
- Coordinate travel arrangements, meetings, and event planning as required
- Ensure compliance with all company policies and regulatory requirements
- Handle and resolve basic client inquiries or direct them to appropriate team members

**Qualifications**:

- Diploma & above preferred
- 2+ years of administrative or secretarial experience (experience in the financial or banking industry is preferred)
- Excellent verbal and written communication skills
- Strong attention to detail and ability to manage multiple tasks and deadlines
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) and basic office equipment
- Experience with CRM systems or financial software a plus
- Professional appearance and a customer service-oriented attitude
- Ability to maintain discretion and confidentiality at all times

**Preferred Qualifications**:

- Prior experience in a brokerage, investment firm, bank, or insurance agency
- Familiarity with financial products and services
- Knowledge of compliance and document handling standards in the financial sector

**Compensation & Benefits**:

- Competitive salary based on experience
- Training and career development opportunities

**Application Instructions**:
Please submit your resume and a brief cover letter outlining your administrative background and interest in the financial industry.

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