Policy Admin Support (Banking & Finance) Up to $3.8k/monthly

CGP Personnel; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A financial services firm is looking for a Policy Admin Support in Singapore. This role involves assisting with the administration of client policies, ensuring accuracy in documentation, and coordinating with various internal teams to comply with regulations. Candidates must have a diploma or degree in a related field, with prior experience in policy administration preferred. Proficiency in Microsoft Excel is essential.

Qualifications

• Singaporeans Only - Diploma or Degree in relevant fields.
• Prior experience in policy admin or banking support preferred.
• Detail-oriented with strong organizational and documentation skills.

Responsibilities

• Support end-to-end administration of client policies.
• Ensure policy documentation is accurate and complete.
• Coordinate with internal teams for adherence to regulations.

Skills

Microsoft Excel

Organizational skills

Documentation skills

Education

Diploma or Degree in Banking, Finance, Business Administration

Tools

AS400 system

Job description

Department: Policy Administration / Operations / Compliance
Industry: Banking & Finance
Employment Type: Full-Time / 6 to 12 months Contract (Extendable based on performance)

Office Hours: Monday - Friday (9am to 6pm)

Job Description:

The Policy Admin Support role in a banking and finance environment involves providing administrative and operational assistance for policy processing, maintenance, and compliance activities. You will support the documentation, verification, and lifecycle management of client policies in accordance with regulatory and internal guidelines.

Key Responsibilities:

• Support end-to-end administration of client policies including issuance, updates, renewals, and terminations

• Ensure all policy documentation is complete, accurate, and properly filed in internal systems

• Perform data entry and maintain accurate records in policy administration databases

• Review and process amendments or endorsements to existing client policies

• Coordinate with internal teams (Compliance, Risk, Legal) to ensure adherence to policy regulations

• Handle policy-related queries from internal departments and escalate complex issues when necessary

• Generate regular reports related to policy activities, exceptions, and compliance status

• Assist in document audits, reconciliations, and data clean-up exercises

• Support the team in process improvements, documentation updates, and system transitions

• Maintain confidentiality and data integrity in all tasks performed

Requirements:

• Singaporeans Only - Diploma or Degree in Banking, Finance, Business Administration, or related field

• Prior experience in policy admin, insurance operations, or banking support preferred

• Proficient in Microsoft Excel and other administrative tools

• Possess BCP and PGI certifications

• Experience in Personal Policy Processing in AS400 system is preferred

• Detail-oriented with strong organizational and documentation skills

Benefits:

• Singaporeans Only - Diploma or Degree in Banking, Finance, Business Ad

Please send in your resume to: [e-mail]

Due to an anticipated high volume of applicants, we regret that only shortlisted candidates will be notified. The information provided is for recruitment purposes only.

Go Ai Wei

EA Registration Number: R1440661

Cornerstone Global Partners

License Number: 19C9859