Job Opening : Sales Admin Support (Financial & Events)
We are looking for a reliable and detail-oriented Sales Admin Support (Financial & Events) to join our fast-paced team. This role supports both day-to-day sales operations and the coordination of internal and client-facing events. You'll work closely with financial consultants, managers, and marketing / event teams to ensure smooth administrative processes and impactful engagement activities.
Key Responsibilities
Sales Admin Support
- Handle policy servicing support and documentation
- Track sales submissions, prepare basic reports, and assist with KPIs monitoring
- Support advisor onboarding, licensing paperwork, and compliance submissions
- Maintain accurate data in CRM systems and assist with appointment scheduling
- Liaise with insurers on case status and follow-up matters
Event Coordination
Assist with planning and execution of internal team events, client seminars, and roadshowsManage event logistics : venue booking, vendor liaison, materials, and setupCoordinate invitation lists, RSVPs, and event-related communicationsSupport post-event follow-up, feedback collection, and reportingRequirements
Diploma or equivalent in Business Administration, Marketing, or related fields1-2 years of administrative support experience in financial services or events (preferred)Strong organizational and multitasking skillsProficient in Microsoft Office (especially Excel and PowerPoint)A team player with a proactive, service-oriented attitudeAble to work under pressure and manage deadlinesWhy Join Us?
Collaborative and supportive team cultureExposure to both back-end financial operations and event planningOpportunities to grow within the financial services industryDynamic role with variety and learning opportunities