Personal cum Administrative Assistant

Cultivar Staffing & Search; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

An established industry player is looking for a proactive Administrative Assistant to support a dynamic team within a rapidly growing financial advisory firm. This role involves preparing essential documents for client consultations, managing schedules, and providing comprehensive administrative support throughout the consultation and claims processes. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to work independently in a fast-paced environment. Join a vibrant team where your contributions will directly impact client satisfaction and operational efficiency, all while enjoying a supportive workplace culture.

Qualifications

• Minimum GCE A-Level, Diploma, or Degree required.
• Proficient in English with strong communication skills.

Responsibilities

• Prepare documents for client consultations and organize file notes.
• Provide administrative support for claims and follow-ups.

Skills

Fluent English communication

Organizational skills

Attention to detail

Self-initiated

Fast learner

Education

GCE A-Level Cert

Diploma

Degree

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Adobe Acrobat

Job description

Our client is one of the largest, most respected and fastest growing network of financial advisers in Singapore. Due to expansion of their financial advisory firm, they are now seeking for an Administrative Assistant who shares the same vision and culture to join their team.

Office Location:

• 3 mins walk from Shenton Way MRT
• 7 mins walk from Telok Ayer/ Tanjong Pagar MRT
• Working hours: Monday - Friday, 9am-5pm

Duties & Responsibilities:

• Prepare documents needed at each stage of the consultation process e.g., Clients Financial Summary, Premium Summary, Financial Planner & Contract Delivery.
• Generate and compile quotations according to requirements.
• Organise clients' File Notes and scheduling of meetings.
• Provide administrative support in the pre & post consultation process, such as following up with providers on outstanding requirements, filling up application forms, upkeeping client database, scanning, filing, reorganising, and mailing documents.
• Provide administrative support in the claims process, such as submitting claims online and sourcing and liaising with vendors on gift items, taking stock and purchasing of stationery supplies.

Requirements:

• Minimally a full GCE A-Level Cert, Diploma or Degree.
• Proficient in English with fluent communication skills.
• Proficient in using Microsoft programmes such as Excel, Word, PowerPoint, and Adobe Acrobat.

Qualities:

• Uphold strong work ethics (keep all clients' data P&C).
• Self-initiated and able to work independently.
• Good organisational skills with a keen eye for details.
• Fast learner with a positive learning attitude.
• Strong sense of urgency to complete tasks with accuracy within a stipulated timeframe.

Salary: Up to S$3000

*Interested candidates are invited to send in your Resume in MS Word Format stating your past work experience, reasons for each leave, past and expected remuneration.*

We regret to inform that only shortlisted candidates will be notified.