Assistant In Financial Advisory Investment

  • Job Ref.No: 01174050
  • Budget:
  • Timeline: to be confirmed later
  • Closing on: 29/10/2021
  • Country: Singapore

Job Description

Assist the manager on:
• Processing client’s insurance and investment applications.
• Follow-up with clients and insurers or investment platforms on underwriting memos, payments, and other necessary documentation.
• Setting appointments with potential/existing clients
• Prepare documents for daily submission to insurer or investment platforms
• Consolidation of insurances and investment for clients and update insurance summary and investment report on a regular basis
• Assist the manager on other ad-hoc matters

Job Types:
• Full-time, Permanent

Salary:
• $1,800 to $2,400 per month, subjected to relevant experience

Work hours
• 5 Day work week (office hours)
Job Requirement
Requirements/ Experiences:
• Diploma
• Meticulous and detail oriented
• Experience in Admin / Customer service preferred
• Able to service both Chinese and English speaking clients
• Proficient in Microsoft Office, especially in Microsoft Excel
• You have to be residing in Singapore with eligible documents/ Singapore PR

Working Location:
• Tanjong Pagar / Outram Park

Interested candidates may apply with the following details:
1. Updated resume
2. Current/ last drawn salary
3. Expected salary
4. Notice period

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

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This ad was updated on 29/09/2021 at https://www.freelancezone.com.sg/full-time-job/1023310150301174050/assistant-in-financial-advisory-investment.html. FreelanceZone.com.sg does not charge any fee or take any commission for finding and applying jobs.
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