Client Services & Operations Coordinator

Straits Legacypruadviser.com.sg; Singapore; On-site; SGD 33,000 - 51,000; Full time

Benefits offered by this job

Performance bonus opportunities

Career development and training

Job summary

Straits Legacypruadviser.com.sg is seeking an organised administrator to support day-to-day operations and client servicing. You will coordinate client appointments, prepare documents, and assist with enquiries, ensuring smooth flow of business activities.

The role includes sales & operations support, event coordination, and general office administration in a growing advisory practice in Singapore.

Qualifications

• Strong organisational skills and attention to detail.
• Good written and spoken English.
• Proficient in Microsoft Office (Excel, Word, PowerPoint).
• Comfortable learning digital tools and systems.

Responsibilities

• Coordinate client appointments and reviews.
• Prepare meeting documents and policy summaries.
• Follow up on policy servicing requests.
• Assist clients with administrative enquiries.
• Track outstanding requirements and documentation.
• Support claims and policy alteration submissions.
• Manage adviser schedules and meeting coordination.
• Prepare sales reports and production tracking.
• Update CRM and client databases.
• Monitor business submission status and underwriting cases.
• Coordinate with Prudential departments on case follow-ups.
• Maintain organised digital filing systems.
• Assist in organising client events and seminars.
• Coordinate event registrations and attendance lists.

Skills

Organisational skills

English proficiency

Multitasking

Attention to detail

Client communication

Tools

Microsoft Office

Canva

Google Workspace

CRM systems

Job description

Straits Legacypruadviser.com.sg is seeking an organised administrator to support day-to-day operations and client servicing. You will coordinate client appointments, prepare documents, and assist with enquiries, ensuring smooth flow of business activities.

The role includes sales & operations support, event coordination, and general office administration in a growing advisory practice in Singapore.