Job Description

:

Our client is one of the largest, most respected and fastest growing network of financial advisers in Singapore. Due to expansion of their financial advisory firm, they are now seeking for an Administrative Assistant who share the same vision and culture to join their team.

Office Location:

• 3 mins walk from Shenton Way MRT
• 7 mins walk from Telok Ayer/ Tanjong Pagar MRT
• Working hours: Monday - Friday, 9am-5pm

Duties & Responsibilities:

• Prepare documents needed at each stage of the consultation process eg. Clients Financial Summary, Premium Summary, Financial Planner & Contract Delivery.
• Generate and compile quotations according to requirements
• Organise clients File Notes and scheduling of meetings
• Administrative support in pre & post consultation process, such as, but not limited to, following up with providers on outstanding requirements, filling up of application forms, up-keeping client database, scanning, filing, re-organising, mailing documents
• Administrative support in claims process such as submitting claims online Source and liaise with vendors on gift items, taking stock and purchasing of stationery supplies

Requirements:

• Minimally a full GCE A-Level Cert, Diploma or Degree
• Proficient in English with fluent communication skills
• Proficient in using Microsoft programmes such as excel, word, powerpoint and adobe acrobat

Qualities:

• Uphold strong work ethics (keep all clients data P&C)
• Self-initiated and able to work independently
• Good organisation skills with keen eye for details
• Fast learner with a positive learning attitude
• Strong sense of urgency to complete tasks with accuracy within a stipulated timeframe

Salary: Up to S$2,800

*Interested candidates are invited to send in your Resume in MS Word Format* stating your past work experience, reasons for each leave, past and expected remuneration.

We regret to inform that only shortlisted candidates will be notified.

By submitting an application to us, you will be deemed to have agreed for us to collect, use, and disclose your personal data which you have submitted to your prospective employers, for the purpose of job search, and/or other services which you have consented us to perform on your behalf.

Attn: Lum Charmaine (R23113231)
Cultivar Asia \xef\xbb\xbfPte Ltd \xef\xbb\xbf(MOM EA License: 19C8782)

Cultivar Asia