Administrative Executive (Wealth Management Support)

ACM PROPERTY & HR MANAGEMENT PTE. LTD.; Singapore; On-site; SGD 35,000 - 50,000; Full time

Job summary

A financial services company in Singapore is seeking an Administrative Executive to support a Wealth Manager. This role involves preparing quotations, managing documentation, and providing client servicing support. The ideal candidate has a diploma in Business Administration or Finance, strong attention to detail, and proficiency in Microsoft Office. This is a full-time position offering growth opportunities within a dynamic environment.

Qualifications

• Minimum diploma or equivalent qualification in Business Administration, Finance, or a related field.
• Prior experience in the financial services or insurance industry preferred.
• Strong attention to detail, accuracy, and organizational skills.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).

Responsibilities

• Prepare product quotations and proposal illustrations prior to client presentations.
• Draft and organize closing documents for client signatures.
• Ensure timely submission of signed documents.
• Maintain client records and assist with policy servicing requests.

Skills

Attention to detail

Organizational skills

Communication skills

Proficient in Microsoft Office

Education

Diploma in Business Administration, Finance, or related field

Job description

Location: Raffles Place

Employment Type: Full-time

About the Role

We are looking for a proactive and detail-oriented Administrative Executive to support a Wealth Manager in delivering a seamless client experience. The ideal candidate is organized, dependable, and able to manage multiple administrative and operational tasks efficiently within a fast-paced environment.

Key Responsibilities

• Quotation Preparation: Prepare product quotations and proposal illustrations prior to client presentations.
• Documentation: Draft and organize closing documents for client signatures.
• Submission Management: Ensure timely and accurate submission of signed documents and applications to relevant departments or providers.
• Post-Sale Follow-Up: Track and follow up on cases, including unsuccessful premium deductions, pending requirements, or outstanding client documents.
• Client Servicing Support: Maintain client records, assist with policy servicing requests, and coordinate with insurers or partners where necessary.
• Administrative Efficiency: Maintain proper filing systems, handle correspondence, and ensure all documentation complies with company and regulatory standards.
• Team Support: Provide administrative support for client meetings, scheduling, and report preparation.
• General Secretarial Duties: Perform all general secretarial and administrative tasks, and carry out such other administrative procedures as determined by the Employer in accordance with the prevailing system.

Requirements

• Minimum diploma or equivalent qualification in Business Administration, Finance, or related field.
• Prior experience in the financial services or insurance industry preferred.
• Strong attention to detail, accuracy, and organizational skills.
• Proficient in Microsoft Office (Word, Excel, PowerPoint) and comfortable learning new systems.
• Excellent communication and follow-up skills.
• Integrity, professionalism, and the ability to handle confidential information.

Why join us

Work closely with a dynamic Wealth Manager serving high-caliber clients.

Gain valuable exposure to financial advisory operations and client engagement processes.

Opportunity to grow into a more senior role with performance and experience.