Executive / Senior Executive (Administration & Operations)

Executive / Senior Executive (Administration & Operations)

Singapore | Financial Services (Agency Team) | Full-time

About Us

Wang Alliance (WA) Pte. Ltd. is a Singapore-registered company that serves as the corporate parent for a portfolio of businesses in Singapore. WA makes key business decisions, overseeing operations, manpower, and strategic roles across its group companies.

Our portfolio spans key industries including financial services, medical concierge, and legal tech — helping our businesses enhance operations, streamline processes, and deliver better client outcomes. The position offered is for our financial services business.

We believe in building a supportive and collaborative workplace where every team member can grow professionally while making a real impact. As we continue to expand, we're looking for passionate individuals who enjoy problem-solving, take ownership of their work, and thrive in a dynamic environment.

The Role

Employer : Wang Alliance (WA) Pte. Ltd.

• Primary role : Administrative / Operations support to an agency team

As an Executive / Senior Executive (Administration & Operations), you will provide end-to-end administrative and operational support to our financial services team, ensuring smooth day-to-day functions and excellent client experiences.

This role is ideal for someone who enjoys problem-solving, improving processes, and delivering reliable, timely results.

Key Responsibilities

• Client & Partner Engagement – Coordinate schedules, prepare documents, and liaise professionally with clients, partners, and internal teams.
• Applications & Claims – Prepare and submit quotations/applications, follow up on claims, and maintain accurate trackers.
• Operational Excellence – Ensure SOPs, PDPA compliance, and proper audit trails are maintained; oversee day-to-day operations with accuracy.
• Communication & Reporting – Deliver timely updates, dashboards, and presentations to advisors and management.
• Quality Control – Review documents, numbers, and data for accuracy; perform checks in Excel/Sheets.
• Compliance Monitoring – Track case reviews and ensure alignment with regulatory and internal requirements.
• Project Support – Contribute to process improvements and other initiatives that enhance efficiency and service delivery.
• Regulatory note : This is an administrative/operations role. You will not be required to provide financial advice or perform regulated activities.

What We're Looking For

• Diploma / A-Levels or higher (Banking/Finance/Business an advantage, but not required)
• Strong written and spoken English; Good command of Mandarin is an advantage to liaise with clients and partners who are Mandarin-speakers only
• Proficiency in Microsoft 365 / Google Workspace (Excel/Sheets, Word/Docs, PowerPoint/Slides)
• Detail-oriented, reliable, and service-driven with strong follow-through
• Able to work independently and collaboratively in a team

• Candidate will be given priority, if you have :

• Worked in the last 5 years in key roles in Finance / Insurance / Banking operations

• Skills sets in CRM systems / AI Tools (such as ChatGPT, Gemini etc.) / Excel programming

• Good knowledge on social media platforms (such as Facebook, Instagram, Linkedin, Tik Tok etc.)

• Fresh graduates or career switchers with the right mindset are welcome

Why Join Us?

Be part of a supportive, collaborative team that values growth and initiative

Gain hands-on exposure to financial services, medical concierge, and legal tech industries

Opportunities to upskill and shape processes, tools, and client experience end-to-end

Clear responsibilities, structured mentorship, and space to grow into senior roles

Competitive salary with performance bonus, annual leave, medical benefits, and professional development support

Opportunities to upskill (Excel/Sheets, CRM, AI tools) and improve processes

Note :

Only shortlisted candidates will be contacted.