Admin Executive

J.S.F; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is looking for a client service role focused on case processing and relationship management. Responsibilities include managing client applications for insurance and investment products, preparing reports, conducting compliance checks, and supporting advisors with scheduling and documentation. Ideal candidates will have strong verbal communication skills, resilience in a sales environment, and proficiency in technical tools like CRM software and Microsoft Excel.

Qualifications

• Strong verbal communication skills to engage clients over the phone.
• Ability to handle high-volume calling and objections in sales.
• Proficiency in Microsoft Excel and relevant CRM software.
• High attention to detail for data entry and compliance documentation.

Responsibilities

• Submit and track client applications for insurance and investment products.
• Act as a liaison between clients and advisors regarding documentation.
• Prepare financial summary reports and presentation materials.
• Conduct 'Know Your Client' checks and ensure regulatory compliance.
• Schedule annual reviews and manage appointments for advisors.
• Update and maintain client databases and e-filing systems.
• Conduct cold calls to potential leads to introduce financial services.
• Log call outcomes and manage referral databases accurately.
• Respond to client inquiries via phone, email, or text professionally.

Skills

Strong verbal skills

Bilingualism

Resilience

Technical proficiency in Microsoft Excel

Attention to detail

Tools

CRM software

Google Sheets

Job description

Key Responsibilities

• Case Processing: Submit and track client applications for insurance and investment products (new applications, renewals, and endorsements).
• Client Relationship Management: Act as a liaison between clients and advisors, following up on underwriting memos, payments, and missing documentation.
• Documentation & Reporting: Prepare financial summary reports, insurance consolidation for clients, and presentation materials like proposals and quotations.
• Compliance & Due Diligence: Perform "Know Your Client" (KYC) checks and ensure all documentation adheres to local regulations (e.g., MAS or FCA).
• Calendar Management: Schedule client annual reviews and set appointments for the financial advisor.
• Database Maintenance: Regularly update and manage digital client databases and e-filing systems.
• Outbound Outreach: Conduct cold calls to potential leads using provided scripts to introduce financial services or secure appointments for Financial Consultants.
• Lead Management: Log call outcomes, manage referral databases, and update CRM systems with accurate client information.
• Appointment Coordination: Schedule and confirm meetings for advisors, ensuring their calendars are optimized.
• Administrative Support: Prepare policy documents, assist with post-appointment follow-ups, and track policy submissions for compliance.
• Inquiry Handling: Respond to client queries via phone, email, or text professionally and promptly.

Requirements & Skills

• Communication: Strong verbal skills to engage prospects over the phone; bilingualism is often preferred.
• Resilience: Ability to handle high-volume calling and common objections in a competitive sales environment.
• Technical Proficiency: Skilled in Microsoft Excel, Google Sheets, and CRM software.
• Meticulousness: High attention to detail for data entry and regulatory documentation.