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Admin Executive

2 weeks ago

Singapore ASCEND LIFE SG Full time

Provide support in archive, keeping records, tracking sales numbers, updating forms and procedures and upkeep business processes with multiple investment platforms, insurers and banks.
- Ensure agency is able to process their business submission is a seamless and compliant manner.

**Requirements**:

- Detailed personality, ability to manage mess into order
- Strong in understanding data and sorting them into a process flow
- Work with multiple insurers/investment platform BDMs, to ensure documents are submitted properly and timely.
- Provide back end customer service support and monitor, update, and track submissions
- Provide back end customer support to claims submissions
- Pull out client data analytics to support sales team for better upselling
- Prepare client letters, manage loyalty program points tracking
- Tabulate and manage business claims and receipts, budgeting, reimbursements
- Provide monthly report on sales production, sales tracking, budgeting reports
- Writing SOP and process manual guides

**Additional points to consider**:

- Prior experience in an IFA, or FA firm will be an advantage.
- Strong experience in Admin management who can create systems and process
- Ability to create nice graphics, short video edits and PowerPoint decks for team sales meeting/announcements will be a plus

**Remuneration:
Fixed salary package, permanent role which can progress to a department manager as the firm expands.