Abundant Life Planners is a Pinnacle Agency, serving clients through financial planning and investment strategies. We provide bespoke services to individuals and businesses, ranging from Small Medium Enterprises to Multi-National Corporations.
Thanks to our strong strategic alliances with legal and accounting specialists, we continuously deliver the most comprehensive and innovative solutions to help each client fulfil their financial goals.
Traineeship Description:
-This position reports to the Admin Manager.
-Opportunities for career progression to Admin Executive
Responsibilities:
1. Assist with general office administration & any other duties as assigned by the manager or director
2. Assist Financial Services Consultants (FSCs) in handling customer requests
3. Liaise with different departments to help FSCs enquire on pending underwriting or claims processes, and existing customer enquiries.4. Assist FSCs in generating policy summary reports for clients & follow up on pending requirements
5. Provide direct admin support to FSCs such as answering phone calls, scheduling appointments, and directing customers' inquiries to the appropriate department.
6. Creating PowerPoint for meetings, training, or webinars
Competencies to learn:
1. You will be proficient in using online platforms to assist FSCs in their client’s requests
2. You will learn how to engage with clients & FSCs professionally
3. Be proficient in designing creative PowerPoint for trainings or webinars
4. Elevate skills in telephone techniques & handling objections
Duration of Traineeship / Attachment Offered:
· 6 months - Can be longer or converted to permanent
Requirements:
This position is open for both recent graduates and mid-career individuals (mature and non mature).
Graduates interested in this position should possess ITE certification and above.
Mid-career individuals from any qualification level can apply.
· Singaporean / PR
· Proficient in MS Word, Excel & Powerpoint
· Able to multi-task efficiently
· Meticulous and detailed
· Positive Attitude
· Good interpersonal skills
· Able to work together as a team, and independently with minimal or no supervision
Related Job Searches:
- Company:
Abundant Life Planners Pte Ltd - Designation:
Admin Assistant Intern - Profession:
Admin / Secretarial - Industry:
Insurance