Receptionist Cum Administrative Assistant

Job Description Responsibilities: • Receptionist duties to attend to public and client servicing calls • Provide administrative support to Financial Adviser business especially life insurance from new business to servicing • Take care of data entry of Company’s CRM system, maintenance of CRM data and preparation of reports for the purpose of commission payment • Ensure proper storage of data, both hard and soft copies, of FA operations • Assist Admin Executive in the daily submission of new business to product providers • Any other duties that may be assigned Requirements: • Minimum O level qualifications • Must be proficient in Microsoft Office: Word and Excel • Must be meticulous and have eye for details in documentation • Able to work independently as well as in a team Benefits: • Working together with a team • Group Employee benefits • Enjoy a fair work- life balance • Monday to Friday 9.00am to 6.00pm working hours We are Singapore’s pioneer financial advisory firm that has been in the industry since 1986. We deal with a variety of platforms – Financial Planning, Investments, Life Insurance, General Insurance, and Group Employee Benefits. Being independent, we also offer a variety of products and services that are of best value and best suited for our clients’ total financial needs. We are looking for an Administrative Assistant to provide the support required to ensure the smooth running of the business. The role will be assisted by a team who will be there to support you and train you accordingly.