Admin Assistant

2 weeks ago


Downtown Core, Singapore IPP Financial Advisers Pte Ltd Full time $24,000 - $36,000 per year

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.
  • Handle phone calls, emails, and messages promptly and professionally.

Client Service

  • Liaise with clients to gather required documents and information.
  • Follow up on application processes, policy servicing, and claim submissions.
  • 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, $3,000.00 per month

Work Location: In person


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