Receptionist cum Administrative Assistant

Roles & Responsibilities

Responsibilities:

• Receptionist duties to attend to public andclient servicing calls
• Provide administrative support to Financial Adviser business especially lifeinsurance 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 commissionpayment
• Ensure proper storage of data, both hard and soft copies, of FA operations

• Assist Admin Executive in the daily submission ofnew 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 ateam


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 hasbeen in the industry since 1986. We deal with a variety of platforms –Financial Planning, Investments, Life Insurance, General Insurance, and GroupEmployee Benefits. Being independent, we also offer a variety of products andservices that are of best value and best suited for our clients’ totalfinancial needs.

We are looking for an Administrative Assistant to provide the support required toensure the smooth running of the business. The role will be assisted by a teamwho will be there to support you and train you accordingly.

Tell employers what skills you have

Data Storage
Hard Copies
Microsoft PowerPoint
Microsoft Office
Receptionist Duties
Administrative Work
F&B Operations
CRM Application Maintenance
business administration support
Office Administration
personal documentation
Administrative Support
CRM System
Microsoft Word
Receiving customer calls
Able To Work Independently