Part-time Admin

6 days ago

Queenstown, Singapore ZML Consultancy Full time

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: $12.00 - $18.00 per hour

Expected hours: 12 - 18 per week

**Benefits**:

- Flexible schedule
- Professional development

Work Location: In person

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