Administrative Executive

Mark Chan Organization; Singapore; Ibrido; SGD 40.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Performance bonus

AWS

18 days annual leave

Health & dental benefits

Hybrid/WFH options

Birthday leave

Wellness allowance

Transport allowance

Descrizione del lavoro

Mark Chan Organization is seeking an Adviser Admin Executive to provide dedicated administrative support to our team of Financial and Insurance Advisers. You will ensure smooth daily operations, ensure compliance, and deliver an exceptional client experience during the advisory process.

Responsibilities include policy servicing, client communications, appointment coordination, and preparation of policy summaries and portfolio statements.

Competenze

• Minimum Diploma from a local polytechnic or equivalent.
• Singapore Citizen or Permanent Resident only.
• 1–2 years of administrative or office support experience (fresh graduates welcome).
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Good written and spoken English.

Mansioni

• Policy servicing support and client communications throughout the advisory process.
• Coordinate client appointments, prepare meeting materials and follow-up actions.
• Liaise between clients and insurers for claims and documentation.
• Prepare policy summaries, annual reviews and portfolio statements.

Conoscenze

Administrative experience

Excellent English

Time management

Attention to detail

Multitasking

Independent and team player

Formazione

Diploma (polytechnic)

Strumenti

MS Office

Descrizione del lavoro

About the role

We are seeking a meticulous and proactive Adviser Admin Executive to provide dedicated administrative support to our team of Financial and Insurance Advisers. You will play a pivotal role in ensuring smooth daily operations, compliance adherence, and an exceptional client experience throughout the advisory process.

Key responsibilities

• Policy servicing, processing changes, renewals, top-ups, nominations, address/beneficiary updates
• Clients claim support, following up with insurer, chasing documentation
• Payment follow-ups, lapses/reinstatement tracking
• Liaising between client and insurer, scheduling reviews/appointments
• Process policy servicing requests — changes, renewals, top-ups, nominations, beneficiary updates
• Support claims follow-up — liaising with insurer/claims department, chasing outstanding documentation
• Preparing policy summaries, annual reviews, portfolio statements for clients
• Schedule and coordinate client appointments and internal meetings
• Prepare meeting materials, agendas, and follow up on action items
• Send appointment reminders and follow-up communications to clients

Benefits

• Competitive base salary with performance bonus & AWS
• Annual leave up to 18 Days, medical & hospitalization leaves and dental benefits
• Flexible work arrangements — hybrid/WFH options where applicable
• Birthday leave, wellness allowance and transport allowance

Requirements

• Minimum Diploma from a local polytechnic or equivalent
• Singapore Citizen or Permanent Resident only
• 1 to 2 years of administrative or office support experience (fresh graduates welcome)
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Good written and spoken English
• Strong organisational and time-management skills, with attention to detail
• Able to multitask and work well under tight deadlines
• Able to work independently and as part of a team
• Positive attitude, discreet and trustworthy when handling confidential information