Admin Assistant

IPP FINANCIAL ADVISERS PTE. LTD.

Singapore
Not specified
Client servicing and follow-ups
Policy and investment administration
Compliance and documentation
IPP Financial Advisers Pte. Ltd. is seeking an Admin Assistant to support client servicing, policy administration, compliance, and operational tasks. The ideal candidate will possess strong organizational skills and a proactive approach to client interactions

Job Summary

  • The role involves assisting advisors in scheduling client meetings and ensuring smooth communication with clients.
  • Responsibilities include preparing, submitting, and tracking insurance applications and investment forms while maintaining regulatory compliance.
  • The position supports day-to-day office operations by managing client databases and coordinating seminars or events.

Matching Summary

Match Score: 75

IPP Financial Advisers Pte. Ltd. is seeking an Admin Assistant to support client servicing, policy administration, compliance, and operational tasks. The ideal candidate will possess strong organizational skills and a proactive approach to client interactions.

Skills & Requirements

Must-have

  • Client servicing and follow-ups
  • Policy and investment administration
  • Compliance and documentation
  • Portfolio and reporting support
  • Operational and administrative support

Nice-to-have

  • Strong communication skills
  • Attention to detail
  • Ability to manage multiple tasks

Work Rights

Not specified

Tailored Resume

Cover Letter