Part-Time Admin

2 weeks ago

Singapore ZML Consultancy Full time $24,000 - $36,000 per year

We are a licensed financial services practice that helps individuals and families achieve their long-term goals through wealth management, investment planning, and financial advisory solutions.

This opportunity is designed for undergraduates from local universities who are keen to take on a flexible part-time role while gaining practical exposure to the wealth management and investment industry. Beyond admin support, you'll also gain insights into how investment portfolios are managed and how advisors engage with clients.

The Role

As a Part-Time Admin / Client Support team member, you'll support our advisory team in both operational and client-facing tasks. This includes administrative duties as well as communication with prospective and existing clients. You'll get hands-on exposure not just to the inner workings of a wealth management practice, but also to how financial advisors prepare investment materials, present recommendations, and engage clients.

Key Responsibilities

  • Provide administrative support including data entry, document preparation, and record keeping.
  • Assist in preparing investment-related reports, presentations, and client review materials.
  • Reach out to prospective clients and support ongoing client servicing activities.
  • Help coordinate scheduling and follow-ups between advisors and clients.
  • Support compliance checks and ensure documentation is complete and accurate.
  • Contribute to ad-hoc projects that give you insight into wealth management operations and investment planning.

What We're Looking For

  • Current undergraduate student from a local university (all disciplines welcome; interest in finance, business, or investments is a plus).
  • Strong communication skills, confident in reaching out to prospective clients.
  • Detail-oriented, organized, and eager to learn.
  • Proficient in Microsoft Office (Excel), & Canva for Design.
  • Able to commit at least 2–3 days per week (flexible hours around your timetable).

What You'll Gain

  • Hands-on exposure to the wealth management and investment advisory industry.
  • Opportunities to understand investment portfolios, client servicing, and financial planning.
  • Development of both administrative and client-facing communication skills.
  • Mentorship and learning from experienced financial advisors.
  • Flexible work arrangements that fit around your academic commitments.
  • Resume-enhancing experience for future careers in finance, consulting, investments, or business operations.

Compensation & Benefits

  • Competitive hourly pay, with bonus
  • Flexible scheduling options.
  • A collaborative and professional work environment.

How to Apply:

Please submit your resume and a short note about your availability and why you'd like to gain experience in the wealth management and investment sector.

Job Types: Part-time, Student job

Pay: $ $18.00 per hour

Expected hours: 12 – 18 per week

Benefits:

  • Flexible schedule
  • Professional development

Work Location: In person

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