Executive Assistant (Operations & Client Support)

WANG ALLIANCE PTE. LTD.; Penarth; On-site; GBP 30,000 - 42,000; Full time

Job summary

Wang Alliance (WA) Pte. Ltd. is seeking an Executive Assistant to support the Agency Director and management team in a busy financial advisory environment.

You will coordinate client matters, onboarding, and day-to-day operations to ensure timely follow-up and efficient workflows. Responsibilities include managing documents and records, liaising with clients and partners, updating CRM systems, and supporting recruitment and team administration.

Qualifications

• Experience in EA/PA or client servicing roles is preferred.
• Experience supporting senior management or business owners is advantageous.
• Financial services or professional services background is useful.
• Willingness to learn and adapt to new systems and processes.

Responsibilities

• Provide executive, operational and administrative support to the Agency Director and management team to ensure the smooth running of day-to-day business matters
• Track multiple ongoing client and business matters and proactively follow up to ensure timely completion and resolution
• Liaise with clients, advisers, insurers, financial institutions, business partners and internal teams to facilitate communication and coordination
• Assist with client onboarding, servicing and post-meeting follow-up to maintain high standards of client service and operational accuracy
• Prepare, organise and verify documents, records, reports and operational files to maintain accuracy and compliance
• Monitor deadlines, outstanding requirements and pending actions to prevent delays and ensure continuity of workflow
• Coordinate appointments, meetings, submissions and related follow-ups to support smooth scheduling and task completion
• Support insurance and investment administration by handling forms and servicing matters
• Update and maintain internal CRM and workflow systems to ensure accurate and accessible records
• Assist with recruitment, onboarding and general team administration as required
• Identify operational issues or inconsistencies and take appropriate steps to resolve day-to-day challenges
• Contribute to other projects and business matters as responsibilities evolve, demonstrating adaptability and initiative

Skills

Executive Support

Client Servicing

Operations Coordination

Document Management

Scheduling

Team Administration

Onboarding

Communication

Tools

CRM software

Job description

Company Overview

Wang Alliance (WA) Pte. Ltd. is a Singapore-based business group providing operational and management support to businesses within our group across the financial services, healthcare and professional services sectors. We focus on strong client servicing, effective operations and long-term business growth.

Job Summary

You will work closely with the Agency Director and management team to provide executive support and coordinate client and business matters, ensuring timely follow-up and the smooth day-to-day running of a financial advisory business.

Responsibilities

• Provide executive, operational and administrative support to the Agency Director and management team to ensure the smooth running of day-to-day business matters
• Track multiple ongoing client and business matters and proactively follow up to ensure timely completion and resolution
• Liaise professionally with clients, advisers, insurers, financial institutions, business partners and internal teams to facilitate effective communication and coordination
• Assist with client onboarding, servicing and post-meeting follow-up to maintain high standards of client service and operational accuracy
• Prepare, organise and verify documents, records, reports and operational files to maintain accuracy and compliance
• Monitor deadlines, outstanding requirements and pending actions to prevent delays and ensure continuity of workflow
• Coordinate appointments, meetings, submissions and related follow-ups to support smooth scheduling and task completion
• Support insurance and investment administration by handling forms, documentation and servicing matters accurately
• Update and maintain internal CRM and workflow systems to ensure accurate and accessible records
• Assist with recruitment, onboarding and general team administration as required
• Identify operational issues or inconsistencies and take appropriate steps to resolve day-to-day challenges
• Contribute to other projects and business matters as responsibilities evolve, demonstrating adaptability and initiative

Required competencies

• Strong organisational skills and attention to detail
• Able to manage and follow up on multiple ongoing matters simultaneously
• Good written and spoken communication skills
• Responsible, dependable and able to take ownership of assigned matters
• Comfortable dealing professionally with clients, management and external parties
• Able to handle confidential client and business information professionally
• Able to learn and adapt to different systems and work processes
• Good judgement and practical problem-solving ability

Preferred competencies and qualifications

• Relevant experience in Executive Assistant, Personal Assistant, client servicing, operations, banking, financial services or professional services roles
• Experience supporting senior management or business owners will be an advantage
• Prior experience in financial services or insurance is useful but not essential
• Candidates from other industries with relevant transferable experience are welcome to apply

Other Information

• This role is not a Financial Adviser or sales position; there are no sales targets or client prospecting requirements