Executive, Business Support

finexis advisory Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a detail-oriented administrative professional to manage agent records and ensure efficient workspace allocation. In this fulfilling role, you will be responsible for overseeing agent administration, maintaining registers, and ensuring a conducive working environment for financial consultants. This is an exciting opportunity to contribute to a leading financial advisory firm that values growth and personal development. If you are proactive, organized, and have a passion for helping others succeed, this position is perfect for you.

Qualifications

• Diploma in any discipline with strong administrative capabilities.
• Proven track record in administrative roles with high accuracy.

Responsibilities

• Manage agent records, including code creation and termination.
• Oversee allocation and maintenance of lockers and workspaces.

Skills

Administrative Skills

Attention to Detail

Interpersonal Skills

Self-Motivation

Multitasking

Education

Diploma or equivalent

Tools

Microsoft Office Suite

Job description

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity!

HERE’S A SHORT INTRO OF WHO WE ARE

Since 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships that establish us as a market leader in personalised financial services.

We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.

WHAT TO EXPECT

You will be responsible for managing agent records, including agent code creation and termination, updating access rights, and processing servicing adviser changes. You will also oversee the allocation and maintenance of lockers and workspaces to ensure agents are well-equipped to carry out their roles efficiently. The ideal candidate will possess a diploma in any discipline, a solid understanding of life insurance operations, and strong administrative capabilities. A keen eye for detail, good interpersonal skills, and a proactive attitude are essential for success in this position.

WHAT YOU'LL DO

1. Manage agent administration including agent code creation, termination, and tagging of appropriate products for distribution.
2. Set up and maintain register in accordance with the Standard Operating Procedures (SOP), including handling change of servicing adviser requests.
3. Allocate lockers and workspaces to FCs; ensure each workspace is properly equipped with necessary amenities.
4. Oversee the maintenance and upkeep of lockers and workspaces to ensure a conducive working environment.

WHO YOU ARE

1. Diploma or equivalent
2. Proven track record in administrative roles, demonstrating high accuracy and self-motivation.
3. Exceptional attention to detail.
4. Ability to work independently, multitask, and effectively prioritise tasks.
5. Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.).