Branch Secretary

4 days ago

Central Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time $45,000 - $60,000 per year

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

Job Summary:

We are looking for a proactive and detail-oriented Branch Secretary to support the administrative and operational functions of our financial services branch. This role is critical in ensuring smooth day-to-day operations, maintaining regulatory compliance, and enhancing client service delivery. The ideal candidate will possess strong organizational skills, a professional demeanor, and a working knowledge of the financial services environment.

Key Responsibilities:
  • Serve as the first point of contact for clients and visitors, ensuring a professional and welcoming environment
  • Manage front-desk duties, including answering calls, responding to emails, and scheduling client appointments
  • 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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