Financial Admin Assistant: Client Planning & Ops

OIKONOMOS PTE. LTD.; Singapore; On-site; SGD 32,000 - 48,000; Full time

Job summary

Infinity Financial Advisory Pte Ltd is seeking an experienced Administrative Assistant to join the team in Singapore. You will provide comprehensive administrative support to the Associate Director, ensuring the smooth running of daily operations.

This is a full-time role based in Eunos, Central Region. Key duties include supporting financial planning preparations, quotations, event management, and day-to-day admin tasks.

Responsibilities

• Provide administrative, technical, and research support to financial advisers in preparing comprehensive financial plans, insurance proposals, and investment recommendations for clients.
• Manage the Manager's Day to day clients and prospects planning.
• Preparing quotations as well as issuing documents.
• Agency Events Management
• Provide support for various day to day administration works.

Skills

Administrative support

Research support

Job description

Infinity Financial Advisory Pte Ltd is seeking an experienced Administrative Assistant to join the team in Singapore. You will provide comprehensive administrative support to the Associate Director, ensuring the smooth running of daily operations.

This is a full-time role based in Eunos, Central Region. Key duties include supporting financial planning preparations, quotations, event management, and day-to-day admin tasks.