Executive Assistant

Responsibilities

• Support the Agency Director in managing daily operational, administrative and client-servicing matters
• Track and follow up on client cases, insurance applications, investment matters, underwriting requirements and outstanding documents
• Liaise with advisers, clients, insurers, business partners and internal support teams
• Assist with client onboarding, servicing, review preparation and post-meeting follow-up
• Prepare, organise and maintain client records, documents, reports and operational files
• Monitor deadlines, pending cases, follow-ups and outstanding matters
• Coordinate appointments, meetings, submissions and workflow matters
• Assist with insurer forms, client documentation, policy servicing matters and operational follow-ups
• Support the use and updating of internal CRM / workflow systems
• Assist with recruitment, onboarding and team administrative matters where required
• Identify workflow gaps and assist management in improving operational processes
• Perform other executive support, operational, administrative and business support duties as required

Requirements

• Prior experience as an Executive Assistant, Personal Assistant, client servicing executive, insurance operations staff, financial advisory support staff, banking operations staff or administrative executive will be useful
• Prior experience in insurance, financial advisory, banking, wealth management or professional services will be an advantage
• Strong organisational skills and attention to detail
• Able to follow up persistently and manage multiple ongoing matters at the same time
• Good written and spoken communication skills
• Comfortable dealing with clients, advisers, insurers and external parties
• Able to handle confidential client and business information professionally
• Proactive, responsible and willing to learn
• Comfortable working in a small but growing business environment where responsibilities may evolve over time
• Candidates must be legally eligible to work in Singapore. Work pass sponsorship may be considered for suitable candidates, subject to MOM requirements and company assessment
• Working Arrangement
• This is an office-based role
• Working hours and employment terms will be set out in the employment contract
• The role may require flexibility from time to time due to urgent client, adviser, insurer or business matters
• Who This Role Is Suitable For
• This role is suitable for someone who enjoys supporting a business owner directly, coordinating client and operational matters, dealing with clients and business partners, and taking ownership of follow-through until matters are completed.
• Who This Role May Not Be Suitable For
• This role may not be suitable for candidates looking for a Financial Advisor sales role, a purely backend processing job, a fixed-scope administrative role, or a role where work arrangements are primarily based on work-from-home flexibility.

Additional Information

Role Overview We are looking for an Executive Assistant to support the Agency Director and operations team of a financial advisory agency. This is not a Financial Advisor or sales recruitment role. The role focuses on executive support, client servicing coordination, case management, documentation follow-up, insurer liaison and agency operations support. The successful candidate should be highly organised, responsible, proactive, trustworthy and comfortable handling confidential client and business information. This is a hands-on role suitable for someone who enjoys coordinating many moving parts, following up on outstanding matters and supporting the smooth day-to-day running of a growing agency.

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