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 roadshows
• Manage event logistics: venue booking, vendor liaison, materials, and setup
• Coordinate invitation lists, RSVPs, and event-related communications
• Support post-event follow-up, feedback collection, and reporting

✅ Requirements

• Diploma or equivalent in Business Administration, Marketing, or related fields
• 1-2 years of administrative support experience in financial services or events (preferred)
• Strong organizational and multitasking skills
• Proficient in Microsoft Office (especially Excel and PowerPoint)
• A team player with a proactive, service-oriented attitude
• Able to work under pressure and manage deadlines

Why Join Us?

• Collaborative and supportive team culture
• Exposure to both back-end financial operations and event planning
• Opportunities to grow within the financial services industry
• Dynamic role with variety and learning opportunities