Our core business is providing estate planning services.
We build our distribution channels through professionals who would like to provide estate planning solutions, by onboarding them after they have completed our courses.
We are seeking a detail-oriented and organised Administrative Assistant to join our team. The successful candidate will play a crucial role in supporting our daily operations and ensuring smooth administrative processes.
The ideal candidate will be responsible for developing and implementing marketing strategies that drive growth and enhance brand visibility.
Roles & Responsibilities
Provide administrative support to the marketing department.
Assist in the preparation of meetings and events, including agenda creation, minute-taking, and logistics coordination.
Handle incoming calls, emails, and other communications, and direct them to the appropriate person.
Maintain an organised filing system for important documents and records.
Assist in managing office supplies, marketing materials and inventory.
Provides accurate and timely responses to our distribution channel.
Work closely with the team in implementing sales and marketing initiatives through various outreach efforts such as email marketing, EDMs, Mailers, etc
Collaborate cross-functionally with other departments.
Keeping clear and trackable admin processes of renewing the relationship of our distribution channel.
Maintain accuracy of the information on our in-house systems and servers
Ability to make calls to our distribution channel to clarify on matters or for renewal.
Perform other administrative tasks as assigned.
Required/Preferred Competencies
Proven experience as an Administrative Assistant or in a similar role.
Good proficiency in Microsoft Word, Excel, PowerPoint and Google range of apps.
Meticulous and shows pride in the accuracy of work
Excellent time management and organisation skills with proven ability to multi-task and prioritise tasks.
Excellent written and verbal communication skills.
Attention to detail and problem-solving abilities.
Ability to work independently and collaboratively in a team.