Working Location: Labrador Park

Working hours: 10am to 6pm (Mon to Fri)

JOB DESCRIPTION

• Support the Sales Team - Handle administrative tasks, scheduling, and client follow-ups to ensure smooth operations
• Document Processing - Verify and process financial documents, contracts, and applications accurately
• CRM & Data Management - Maintain and update customer records using internal systems
• Client Coordination - Assist with appointment setting and manage communications between clients and financial advisors
• Report & Presentation Preparation - Compile sales reports, track performance metrics, and create business presentations
• Training & Development - Gain hands-on experience with mentorship and structured career growth opportunities
• Work-Life Balance - Enjoy stable working hours with minimal overtime in a supportive environment
• Team Collaboration - Work closely with financial consultants, managers, and other departments to improve workflow
• Attractive Benefits & Bonuses - Competitive salary, performance incentives, and career advancement opportunities
• Kickstart Your Finance Career! - Perfect for fresh grads looking to enter the financial industry without direct sales pressure

JOB REQUIREMENTS

• Minimum Diploma and above
• Strong organizational & communication skills to manage admin tasks and coordinate with clients
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and CRM systems
• Detail-oriented & able to multitask in a fast-paced financial environment

EA Reg. Number: R21100629

EA License Number: 22C1278