Executive Assistant: Operations & Client Services

Wang Alliance Pte Ltd; Singapore; On-site; SGD 45,000 - 75,000; Full time

Job summary

Wang Alliance Pte. Ltd. in Singapore seeks an experienced Executive Assistant to support the Agency Director and management team in a financial advisory environment.

You will coordinate client and business matters, manage calendars, onboarding, document preparation and follow-ups to ensure timely, accurate operations across teams and partners.

Excellent organisational skills, attention to detail, discretion with confidential information and strong communication are essential.

Qualifications

• Strong organisational skills and attention to detail.
• Ability to manage multiple ongoing matters simultaneously.
• Good written and spoken communication skills.
• Experience supporting senior management or business owners.

Responsibilities

• Provide executive, operational and administrative support to the Agency Director and management team to ensure the smooth running of day-to-day business matters.
• Track multiple ongoing client and business matters and proactively follow up to ensure timely completion and resolution.
• Liaise professionally with clients, advisers, insurers, financial institutions, business partners and internal teams to facilitate effective communication and coordination.
• Assist with client onboarding, servicing and post-meeting follow-up to maintain high standards of client service and operational accuracy.
• Prepare, organise and verify documents, records, reports and operational files to maintain accuracy and compliance.
• Monitor deadlines, outstanding requirements and pending actions to prevent delays and ensure continuity of workflow.
• Coordinate appointments, meetings, submissions and related follow-ups to support smooth scheduling and task completion.
• Support insurance and investment administration by handling forms, documentation and servicing matters accurately.
• Update and maintain internal CRM and workflow systems to ensure accurate and accessible records.
• Assist with recruitment, onboarding and general team administration as required.
• Identify operational issues or inconsistencies and take appropriate steps to resolve day-to-day challenges.
• Contribute to other projects and business matters as responsibilities evolve, demonstrating adaptability and initiative.

Skills

Organisational skills

Attention to detail

Multitasking

Client communication

Confidentiality

Professionalism

System adaptability

Problem solving

Job description

Wang Alliance Pte. Ltd. in Singapore seeks an experienced Executive Assistant to support the Agency Director and management team in a financial advisory environment.

You will coordinate client and business matters, manage calendars, onboarding, document preparation and follow-ups to ensure timely, accurate operations across teams and partners.

Excellent organisational skills, attention to detail, discretion with confidential information and strong communication are essential.