Mandarin-Speaking Finance Executive Assistant

CAREERNEXUS PTE. LTD.; Singapore; On-site; SGD 33,000 - 58,000; Full time

Job summary

CAREERNEXUS PTE. LTD. is seeking an organised administrator to support a Financial Services Director or Agency Manager from the office in Singapore.

You will handle premium notices, policy renewals, claims coordination with insurers, clinics, and hospitals, and backend paperwork for insurance submissions. You will maintain client records, CKAs via insurer portals, and monitor monthly expense logs, while providing proactive service and tracking key dates to resolve inquiries in collaboration with

Qualifications

• 1-2 years of dedicated administrative or personal assistant experience supporting a Financial Services Manager or Agency Director.
• Strong Mandarin speaking capabilities to coordinate with Mandarin-speaking clients.

Responsibilities

• Provide comprehensive administrative and operational support for a Financial Services Director or Agency Manager to ensure smooth daily advisory activities.
• Process premium notices and policy renewals with accuracy to maintain active client coverage.
• Serve as the primary liaison for claims processing, coordinating with insurers, medical clinics, and hospitals to expedite settlements.
• Prepare backend paperwork for investment and life insurance submissions, assembling document packages for client portfolio reviews.
• Maintain and update critical client records, including CKAs via insurer portals, and track monthly operational expense logs.
• Deliver proactive client servicing by tracking important dates and resolving inquiries in coordination with insurers.

Skills

Administrative experience

Mandarin language

Education

Diploma in Business Administration

Job description

CAREERNEXUS PTE. LTD. is seeking an organised administrator to support a Financial Services Director or Agency Manager from the office in Singapore.

You will handle premium notices, policy renewals, claims coordination with insurers, clinics, and hospitals, and backend paperwork for insurance submissions. You will maintain client records, CKAs via insurer portals, and monitor monthly expense logs, while providing proactive service and tracking key dates to resolve inquiries in collaboration with