Admin Executive (6 Months Maternity Cover)

finexis advisory Pte Ltd; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

finexis advisory Pte Ltd seeks an organised individual for their Distribution Support function. The role involves managing resignation processes, audit requests, and streamlining operations. You should have a degree or diploma and experience with Microsoft Office, ready to contribute to a fulfilling career in financial services.

Qualifications

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

Responsibilities

• Handle the resignation process for representatives.
• Manage audit requests related to fit and proper assessment.
• Regularly review processes for relevance.

Skills

Organisational skills

Education

Degree or Diploma in any discipline

Tools

Microsoft Office

Job description

ARE YOU SEEKING FOR 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 someone who is proactive and has 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
• Any other projects or tasks as assigned

WHO YOU ARE

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