Part-Time Client Services Administrator – Growth & Training

UNICORN FINANCIAL SOLUTIONS PTE. LIMITED; Singapore; Vor Ort; SGD 17.000 - 28.000; Teilzeit

Zusammenfassung

Unicorn Financial Solutions Pte. Limited is seeking an organised, dependable individual to support a family wealth planning practice with daily administration and client servicing.

The role offers progression into client-facing tasks as training and experience grow, including meeting clients to update information and coordinate servicing matters. You will handle document preparation, record-keeping, schedule coordination and routine client inquiries, while maintaining confidentiality and

Qualifikationen

• Strong organisational and communication skills.
• Attention to detail and reliable follow-through.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Willingness to learn and take on more responsibility.

Aufgaben

• Prepare and organise documents for client meetings and servicing requests.
• Maintain accurate client records and filing systems.
• Follow up on outstanding information and track submissions.
• Coordinate appointments and client review meetings.
• Handle routine client enquiries and assist with administrative requests.
• Support client events and general operational tasks.

Kenntnisse

Organisational skills

Attention to detail

Communication skills

Microsoft Office

Outlook

Excel

Independent work

Customer service

Tools

Microsoft Office Suite

Jobbeschreibung

Unicorn Financial Solutions Pte. Limited is seeking an organised, dependable individual to support a family wealth planning practice with daily administration and client servicing.

The role offers progression into client-facing tasks as training and experience grow, including meeting clients to update information and coordinate servicing matters. You will handle document preparation, record-keeping, schedule coordination and routine client inquiries, while maintaining confidentiality and