Sales and Admin Secretary

Straits Legacypruadviser.com.sg; Singapore; On-site; SGD 33,000 - 51,000; Full time

Benefits offered by this job

Performance bonus opportunities

Career development and training

Job summary

Straits Legacypruadviser.com.sg is seeking an organised administrator to support day-to-day operations and client servicing. You will coordinate client appointments, prepare documents, and assist with enquiries, ensuring smooth flow of business activities.

The role includes sales & operations support, event coordination, and general office administration in a growing advisory practice in Singapore.

Qualifications

• Strong organisational skills and attention to detail.
• Good written and spoken English.
• Proficient in Microsoft Office (Excel, Word, PowerPoint).
• Comfortable learning digital tools and systems.

Responsibilities

• Coordinate client appointments and reviews.
• Prepare meeting documents and policy summaries.
• Follow up on policy servicing requests.
• Assist clients with administrative enquiries.
• Track outstanding requirements and documentation.
• Support claims and policy alteration submissions.
• Manage adviser schedules and meeting coordination.
• Prepare sales reports and production tracking.
• Update CRM and client databases.
• Monitor business submission status and underwriting cases.
• Coordinate with Prudential departments on case follow-ups.
• Maintain organised digital filing systems.
• Assist in organising client events and seminars.
• Coordinate event registrations and attendance lists.

Skills

Organisational skills

English proficiency

Multitasking

Attention to detail

Client communication

Tools

Microsoft Office

Canva

Google Workspace

CRM systems

Job description

Role Overview

You will work closely with the team leader and advisers to ensure smooth day-to-day operations, excellent client service, and efficient follow-through of business activities.

This role is ideal for someone who enjoys organisation, administration, client communication, and being an important part of a growing professional team.

Key Responsibilities

Client Servicing

• Coordinate client appointments and reviews
• Prepare meeting documents and policy summaries
• Follow up on policy servicing requests
• Assist clients with administrative enquiries
• Track outstanding requirements and documentation
• Support claims and policy alteration submissions

Sales & Operations Support

• Manage adviser schedules and meeting coordination
• Prepare sales reports and production tracking
• Update CRM and client databases
• Monitor business submission status and underwriting cases
• Coordinate with Prudential departments on case follow-ups
• Maintain organised digital filing systems

Marketing & Events

• Assist in organising client events and seminars
• Coordinate event registrations and attendance lists
• Manage simple social media posting schedules
• Liaise with vendors and venues where required
• Support marketing campaigns and client engagement initiatives

Administrative Support

• Manage emails and correspondence
• Prepare presentation materials and documents
• Handle expense tracking and basic record keeping
• Coordinate team meetings and training sessions
• General office administration duties

Requirements

Essential

• Strong organisational skills and attention to detail
• Good written and spoken English
• Proficient in Microsoft Office (Excel, Word, PowerPoint)
• Comfortable learning digital tools and systems
• Able to multitask and prioritise effectively
• Positive attitude and willingness to learn

Preferred

• Prior administrative, PA, coordinator, or customer service experience
• Experience in insurance, banking, financial services, or professional services
• Familiarity with Canva, Google Workspace, or CRM systems

What We’re Looking For

The ideal candidate is:

• Reliable and trustworthy
• Detail-oriented
• Proactive rather than reactive
• Comfortable interacting with clients professionally
• Able to work independently
• Committed to delivering excellent service

Remuneration

• Competitive salary based on experience
• Performance bonus opportunities
• Career development and training provided
• Opportunity to grow alongside a developing advisory practice