Sales Support Admin Assistant - Banks

Ambition Group Singapore Pte. Ltd. (SG); Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial services firm in Singapore is looking for a Team Assistant to support the sales team with prompt reporting and stakeholder communication. Requirements include a Polytechnic Diploma and at least 1 year of relevant experience. The role demands strong skills in Microsoft Excel and PowerPoint, with attention to detail and the ability to work in a fast-paced environment. Interested applicants should send their resumes to attention of Tan Joanna for consideration.

Qualifications

• 1 year of experience as a team assistant, administrative or client servicing support role.
• Comfortable to work in a fast-paced environment.
• Knowledge of VBA or use of Excel Pivot tables is a plus.

Responsibilities

• Supporting the sales team in producing accurate and prompt department reports.
• Liaise with internal stakeholders for RFPs and reports.
• Prepare monthly performance and factsheet pages for fund presentations.
• Manage client database and assist in maintaining the CRM.
• Assist in KYC due diligence screening for client accounts.

Skills

Microsoft Excel

PowerPoint

Attention to detail

Communication skills

Education

Polytechnic Diploma in related field

Job description

Job Responsibilities:

• Supporting the sales team in producing accurate and prompt department reports
• Liaise with internal stakeholders to obtain inputs for RFPs, reports and presentation materials for prospects.
• Prepare and update performance and factsheet pages for fund presentations on a monthly basis, including upcoming and adhoc client meetings
• Manage collateral and client database, assist in updating and maintaining the CRM database.
• Assist in KYC due diligence screening new and existing client accounts.
• Coordinate and set up internal meetings for the team.
• Coordinate and confirm on travel arrangements and appointments.
• Other ad hoc duties as assigned

Job Requirements:

• Polytechnic Diploma in related field (Economics, Finance, Accounting)
• 1 year of experience as a team assistant, administrative or client servicing support role.
• Comfortable to work in fast paced environment
• Strong Microsoft Excel, PowerPoint, Mail merge skills. Knowledge of VBA or use of Excel Pivot tables is a plus.
• High sense of responsibility and attentive to detail.

Interested applicants please send your resume in MS Words and attention it to Tan Joanna (R1104661)

Short listed candidates will be notified