Job Description

What You'll Do

Prepare and file client documents weekly (insurance, claims, investment, CPF-related) Track deadlines for policy renewals, client reviews, and compliance submissions Maintain client records with complete and accurate data Manage incoming emails and draft adviser-reviewed replies Support ad hoc tasks and assist with client events

What You Need

Full certificate in GCE "A" Level (3 passes in H2 subjects and 2 passes in H1 subjects); or

Diploma awarded by a polytechnic in Singapore; or


International Baccalaureate Diploma qualification; or


Any other academic qualification equivalent to the above
Eligible to work in Singapore without visa sponsorship (all nationalities may apply) Minimum age 21 (regulatory requirement) Proficient in Microsoft Office and Google Workspace Clear spoken and written English for client communication

What Will Help

Diploma/Degree in Finance, Business, Economics, or related field CMFAS papers: M5, M9, M9A, and HI will be a bonus Experience in administrative support, client servicing, or compliance in financial services

Why Join Us

Hybrid working arrangement Salary negotiable based on experience Exposure to financial planning processes -- useful for future adviser roles Participation in client appreciation events (~3-4 times/year)

Who We're Looking For

Organised and able to meet multiple deadlines Detail-focused with high accuracy in work Adaptable to last-minute schedule changes

Career Progression & Support

Training on industry compliance, document workflows, and CRM systems Pathway to client-facing advisory roles after gaining experience * Mentorship from advisers with 20+ years combined in financial services