Finance Adviser Admin Executive — Hybrid Work

Mark Chan Organization; Singapore; Hybrid; SGD 33,000 - 58,000; Full time

Benefits offered by this job

Competitive base salary with AWS bonus

Medical & hospitalization leaves

Flexible hybrid/WFH options

Birthday leave & wellness allowance

Job summary

Mark Chan Organization seeks a meticulous Adviser Admin Executive to provide dedicated administrative support to a team of financial and insurance advisers in Singapore. You will ensure smooth daily operations, compliance adherence, and an exceptional client experience throughout the advisory process.

The role covers policy servicing, client communications, claims follow-up, appointment scheduling, and preparation of meeting materials.

Qualifications

• Diploma or degree in business, finance, or related field.
• 1–2 years of admin experience; financial services preferred.
• Proficient in MS Office; strong English communication.

Responsibilities

• Provide admin support to Financial and Insurance Advisers.
• Process policy servicing changes, renewals, top-ups, nominations, and beneficiary updates.
• Support client claims and liaise with insurers.
• Prepare policy summaries, annual reviews, and portfolio statements.
• Schedule client appointments and internal meetings.
• Send reminders and follow-ups to clients.

Skills

Communication

Attention to detail

Discretion

Team player

Client service mindset

Education

Diploma or Degree in Business/Finance

Tools

Microsoft Office

Job description

Mark Chan Organization seeks a meticulous Adviser Admin Executive to provide dedicated administrative support to a team of financial and insurance advisers in Singapore. You will ensure smooth daily operations, compliance adherence, and an exceptional client experience throughout the advisory process.

The role covers policy servicing, client communications, claims follow-up, appointment scheduling, and preparation of meeting materials.