Admin Assistant

4 days ago


Downtown Core, Singapore IPP Financial Advisers Pte Ltd Full time

Administrative Support must be able to communicate in manadarin and English.
- Manage advisers’ schedules, arrange meetings, and coordinate appointments with clients.
- Prepare and organise client documentation, forms, and financial reports.
- Maintain accurate client records in CRM systems.
- Draft, proofread, and send correspondence on behalf of advisers.

Client Service
- Liaise with clients to gather required documents and information.
- Provide reminders to clients about policy renewals, reviews, or investment updates.
- Maintain a professional and friendly relationship with clients, ensuring high service standards.

Operations & Compliance
- Ensure all documentation meets regulatory and compliance requirements (MAS, company SOPs).
- Assist in preparing compliance reports and maintaining proper records.
- Coordinate with insurers, fund houses, and other partners for policy servicing.

**Job Types**: Full-time, Permanent

Pay: $2,000.00 - $3,000.00 per month

Work Location: In person


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