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

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.