Flexible Finance Admin & Client Services Lead

CHOONG SHENG CONSTRUCTION PTE. LTD.; Singapore; On-site; SGD 35,712 - 51,336; Full time

Benefits offered by this job

Flexible working environment

Training and mentorship provided

Career growth opportunities

Exposure to the financial services行业

Job summary

CHOONG SHENG CONSTRUCTION PTE. LTD. is seeking an Admin Executive to support our financial consultant team with administrative duties, client servicing, and coordination.

The role involves maintaining client records, processing new accounts, coordinating with insurers, onboarding representatives, and arranging meetings and events. Strong communication, organization, and MS Office skills are essential; prior admin or customer service experience is a plus.

Qualifications

• Good communication and interpersonal skills.
• Organised, responsible, and detail-oriented.
• Comfortable using Microsoft Office.
• Able to multitask and work independently.
• Prior admin or customer service experience is a bonus.

Responsibilities

• Maintain and update client records, schedule financial reviews, and manage portfolio updates.
• Process new client accounts, prepare proposals, and ensure all documents meet regulatory requirements.
• Coordinate directly with insurers and financial product providers to process policy applications and claims.
• Assist in onboarding new representatives and conduct routine suitability assessments.
• Coordinate meetings, handle emails, and organize itineraries for financial consultants.
• Coordinate client seminars, workshops, and corporate events.
• Manage social media accounts or create presentations and content using platforms like Canva.

Skills

Communication

Organization

Detail-oriented

Microsoft Office

Multitasking

Independence

Customer service experience

Tools

Microsoft Office

Job description

CHOONG SHENG CONSTRUCTION PTE. LTD. is seeking an Admin Executive to support our financial consultant team with administrative duties, client servicing, and coordination.

The role involves maintaining client records, processing new accounts, coordinating with insurers, onboarding representatives, and arranging meetings and events. Strong communication, organization, and MS Office skills are essential; prior admin or customer service experience is a plus.