Admin Executive (6 Months Maternity Cover)

finexis advisory Pte Ltd; Singapore; On-site; USD 30,000 - 60,000; Full time

Job summary

An established industry player in financial services is seeking a dedicated individual to join their Distribution Support team. This role is crucial in ensuring representatives meet the necessary fit and proper standards. You will be responsible for managing resignation processes, conducting reference checks, and handling audit requests. If you are proactive, possess strong organisational skills, and want to make a meaningful impact in a dynamic environment, this opportunity is perfect for you. Join a team that values your contributions and supports your career growth!

Qualifications

• Strong organisational skills and proactive approach are essential.
• Experience with Microsoft Office is required.

Responsibilities

• Manage the resignation process for representatives.
• Handle audit requests related to fit and proper assessments.
• Assist with various projects and tasks as assigned.

Skills

Organisational Skills

Proactivity

Microsoft Office (Word, Excel, PowerPoint)

Education

Degree or Diploma in any discipline

Job description

ARE YOU SEEKING GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity!

HERE’S A SHORT INTRO OF WHO WE ARE

Since 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalised financial services.

We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.

WHAT TO EXPECT

Your role is pivotal in ensuring our representatives meet the fit and proper standards under the Representative Notification Framework (RNF). You will handle thorough checks, manage timelines effectively, and prepare essential documents for onboarding and offboarding processes. To be successful in this role, you should be proactive and possess strong organisational skills!

WHAT YOU’LL DO

Be involved in the daily operations of the Distribution Support function such as:

• Representatives resignation process
• Reference check request
• Handle audit requests related to fit and proper assessment
• Regular review of the process to streamline and ensure relevancy
• Assist with any other projects or tasks as assigned

WHO YOU ARE

• Degree or Diploma in any discipline
• Experience in Microsoft Office (Word, Excel, PowerPoint)