Financial Adviser Assistant (Insurance)

CMG WEALTH MANAGEMENT PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking a detail-oriented Financial Adviser Assistant to support their team. This role involves administrative tasks, client communications, and document management while offering flexible hours and opportunities for professional growth. Join a collaborative team dedicated to client satisfaction and innovative financial solutions.

Benefits

Flexible hours and remote work options

Continuous training programs

Opportunities for skill enhancement and career advancement

Qualifications

• Proven experience in an administrative role, preferably in financial advisory or insurance.
• Strong organizational skills and meticulous attention to detail.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Provide administrative support to Financial Advisers.
• Maintain client records and ensure all information is accurate.
• Handle client inquiries and provide exceptional customer service.

Skills

Organizational Skills

Attention to Detail

Customer Service

Education

Relevant SCI exams (M5, M8, M8A, M9, M9A, HI)

Tools

Microsoft Office Suite

Job description

Company Overview:

At CMG Wealth Management Ptd. Ltd., we are committed to providing our clients with expert financial advice and comprehensive insurance solutions. We pride ourselves on our collaborative approach, innovative strategies, and dedication to client satisfaction. We are currently seeking a motivated and detail-oriented Financial Adviser Assistant to support our team.

Position Overview:

As a Financial Adviser Assistant, you will play a critical role in ensuring the smooth operation of our business functions. You will assist our financial advisers with administrative tasks, client communications, and document management.

Key Responsibilities:

• Provide administrative support to Financial Advisers
• Assist in the preparation and organization of client documents and insurance proposals.
• Maintain client records and ensure that all information is accurate and up to date.
• Handle client inquiries and provide exceptional customer service.
• Support the processing of insurance applications and claims.
• Assist with data entry and reporting as required.

Qualifications:

• Proven experience in an administrative role, preferably in financial advisory or insurance.
• Strong organizational skills with meticulous attention to detail.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Must have passed or be exempted from the relevant SCI exams, including M5, M8, M8A, M9, M9A, and HI.

Why Join Us?

• Enjoy the freedom of flexible hours and remote work options that promote work-life balance.
• Be part of a collaborative team that values innovation, teamwork, and your personal growth.
• Benefit from continuous training programs and opportunities to enhance your skills and advance your career.

How to Apply:

If you are passionate about finance and insurance and are looking to build a career with us, please send your resume to us. Thanks.