Prepare policy illustrations using insurer platforms
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AMBITION GROUP SINGAPORE PTE. LTD. is looking for an Administrative Associate to assist with financial documentation and administrative tasks. The ideal candidate should have prior experience in a financial institution and be proficient in coordinating sales-related activities.
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Job Summary
The role involves assisting with the preparation and coordination of sales quotations and related documentation.
Candidates will be responsible for preparing policy illustrations using insurer platforms while ensuring accuracy and completeness.
The position requires providing administrative support to consultants and bankers, including arranging client proposal deliveries.
Matching Summary
Match Score: 75
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AMBITION GROUP SINGAPORE PTE. LTD. is looking for an Administrative Associate to assist with financial documentation and administrative tasks. The ideal candidate should have prior experience in a financial institution and be proficient in coordinating sales-related activities.
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Skills & Requirements
Must-have
Prepare sales quotations and documentation
Generate quotation summaries and monthly reports
Prepare policy illustrations using insurer platforms
Maintain working knowledge of insurance software systems
Respond to internal and external stakeholder inquiries
Nice-to-have
Prior experience in financial institution
Ability to identify and report system issues
Professional communication skills
Key Requirements
Prior experience in financial institution (advantage)