Admin For Financial Advisors


Chinatown / Tanjong Pagar, Central

  • Job Ref.No: 01175914
  • Budget:
  • Timeline: to be confirmed later
  • Closing on: 14/12/2021
  • Country: Singapore

Part time Job Description

We are a professional services firm providing wealth management and estate planning solutions.
We are looking for an admin (part time and potentially a full time admin) to assist with the administrative workload for the financial advisor.

Duties include:
- Assist advisor on documentation for pre-and post sales
- Mailbox management and keeping the financial advisor updated on any outstanding requirements for client onboarding or servicing
- Call up insurers to follow up on statuses (such as claims or underwriting requirements)
- Housekeeping of files
- Any other duties within reasonable scope (i.e. mailing of documents etc.)
Job Requirement
Competitive hourly wage for part time.
Singaporeans or PR only. 
No experience required.

Location: 31 Robinson Road
Working hours: Office hours

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