Planner Admin (Entry Level) - Training provided!

Roles & Responsibilities

JOB DESCRIPTION

• Assist in preparing client planners, proposals, and documentation for appointments
• Support consultants with client enquiries via email, phone, or WhatsApp
• Help maintain and update client profiles, contact logs, and digital records in the system
• Coordinate appointment bookings and follow-ups across multiple schedules
• Prepare basic reports on client engagement and meeting summaries
• Organize, scan, and file compliance documents and service agreements
• Assist in coordination of campaigns, outreach efforts, and follow-up reminders
• Provide day-to-day administrative and coordination support as assigned

JOB REQUIREMENTS

EA License Number : 22C1278

Disclaimer :

By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore’s PDPA and used solely for recruitment purposes.

Tell employers what skills you have

Wealth Management

Forecasting

Digital Media

Microsoft Office

Financial Planning

Multitasking Skills

Planner

Inventory Management

Account Servicing

Compliance

Good Communication Skills

Time Management

Able To Work Independently