Adminstration Executive

ABOUT THE ROLE A part-time role supporting day-to-day practice operations across administration and business support. Ideal for someone seeking a flexible arrangement while building real-world skills, or returning to the workforce in a manageable, meaningful capacity. KEY RESPONSIBILITIES Administration & Operations Prepare, organise, and maintain client documentation, compliance forms, and correspondence Coordinate new client onboarding including KYC documentation and account setup Track action items and ensure timely follow-through across all open matters Maintain confidential records in line with regulatory and firm requirements Data & Reporting Compile and organise client portfolio data, performance summaries, and financial reports Prepare meeting materials and data summaries for client review meetings Monitor relevant market updates and flag items tied to client holdings or financial plans Maintain data accuracy across CRM systems, spreadsheets, and shared drives Client & Stakeholder Support Serve as first point of contact for client enquiries, handling interactions with warmth and professionalism Build rapport through consistent, responsive communication and follow-through REQUIREMENTS Essential Fresh graduates welcome — no prior experience required Comfortable with data and numbers; basic proficiency in Microsoft 365 Organised and detail-oriented, with the ability to manage competing deadlines Proactive, adaptable, and keen to contribute across different functions Strong interpersonal skills; confident engaging with clients and external stakeholders Good written and spoken English; Mandarin fluency is an advantage Discreet and trustworthy when handling sensitive client and financial information Preferred Attained CMFAS certification, or willing to pursue the relevant papers Follows financial markets, investment news, or personal finance topics independently Familiarity with CRM tools, project management apps, or data visualisation software WHAT WE OFFER Direct mentorship from a senior financial advisor Flexible part-time hours