Associate Customer Operations

Singapore Life Ltd.; Singapore; On-site; SGD 30,000 - 50,000; Full time

Job summary

A leading financial services company in Singapore is seeking a Financial Operations Assistant. The role requires 1-2 years of experience in financial operations and proficiency in Excel. You will be responsible for preparing payments, reconciling transactions, processing client documentation, and supporting the Finance team with various administrative tasks. This permanent full-time position offers an opportunity to contribute to the efficiency of the department.

Qualifications

• Minimum 1 – 2 years of experience in financial operations.

Responsibilities

• Prepare daily payments and raise payment vouchers to Finance team.
• Reconcile monies and ensure all transactions are accurately reflected.
• Process client documentation, ensuring all necessary information is accurately captured and recorded.
• Process client's account maintenance requests.
• Handle enquiries from internal and external counterparties.
• Archive client documentation and trade records systematically and securely.
• Prepare and submit various administrative documents as required.
• Perform any ad hoc duties assigned.

Skills

Competency in Excel

Education

Diploma and above

Job description

Overview

Singlife is a leading homegrown financial services company, offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of their lives. In addition to a comprehensive suite of insurance plans, employee benefits, partnerships with financial adviser channels and bancassurance, Singlife offers investment and advisory solutions through its GROW with Singlife platform. It also offers the Singlife Account, a mobile-first insurance savings plan. Singlife is the exclusive insurance provider for the Ministry of Defence, Ministry of Home Affairs and Public Officers Group Insurance Scheme. Singlife is also an official signatory of the United Nations Principles for Sustainable Insurance and the United Nations-supported Principles for Responsible Investment, affirming its commitment to finding a better way to sustainability. The merger of Aviva Singapore and Singlife was announced in September 2020 and created one of the largest homegrown financial services companies in Singapore in a deal valued at S$3.2 billion. It was the largest insurance deal in Singapore at the time. Singlife was subsequently acquired by Sumitomo Life in March 2024, one of Japan’s leading life insurers, which valued Singlife at S$4.6 billion, making the transaction one of the largest insurance deals in Southeast Asia.

Responsibilities

• Prepare daily payments and raise payment vouchers to Finance team
• Reconcile monies and ensure all transactions are accurately reflected
• Process client documentation, ensuring all necessary information is accurately captured and recorded
• Process client’s account maintenance requests
• Handle enquires from internal and external counterparties
• Archive client documentation and trade records systematically and securely
• Prepare and submit various administrative documents as required
• Perform any ad hoc duties assigned, contributing to the overall efficiency and effectiveness of the department

Experience

• Minimum 1 – 2 years of experience in financial operations
• Competency in Excel (preferred)

Education

• Academic: Diploma and above (preferred)

Job Snapshot

Updated Date: 07-12-2025

Job ID: J_1505

Department: Propel

Location: Singapore, Singapore

Experience: 1 - 2 Years

Employee Type: Permanent - Full Time