Client & Administrative Support

Responsibilities

• Provide excellent client service and prompt follow-up
• Maintain accurate records and documentation
• Ensure smooth day-to-day business operations
• Support business growth through efficient administration
• Handle all client information with strict confidentiality

Additional Information

Objective To provide professional administrative, operational, and client servicing support, allowing the adviser to focus on client relationships, business development, and growth. Job Description Reporting To Advisory Group Partner Manage appointments, calendar scheduling, and meeting arrangements. Handle client enquiries via phone, WhatsApp, and email. Prepare, organize, and maintain client records and documents. Coordinate e-signatures, forms, and document submissions. Follow up on outstanding requests and ensure timely completion. Operations Assist in preparing and submitting insurance and investment applications. Track case progress, underwriting, policy issuance Liaise with insurers, platforms, banks, and internal departments. Ensure all documentation is complete Marketing & Event Coordination Support client seminars, workshops, and appreciation events. Assist with invitations, registrations, and event logistics. Help prepare presentation materials and marketing content.

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Company Intel

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