Professional Investment Advisory Services – Admin Assistant

Duties & Responsibilities:

• Prepare documents needed at each stage of the consultation process eg. Clients Financial Summary, Premium Summary, Financial Planner & Contract Delivery.
• Generate and compile quotations according to requirements
• Organise clients File Notes and scheduling of meetings
• Administrative support in pre & post consultation process, such as, but not limited to, following up with providers on outstanding requirements, filling up of application forms, up-keeping client database, scanning, filing, re-organising, mailing documents
• Administrative support in claims process such as submitting claims online Source and liaise with vendors on gift items, taking stock and purchasing of stationery supplies

Requirements:

• Proficient in English with fluent communication skills
• Proficient in using Microsoft programmes such as excel, word, powerpoint and adobe acrobat

Qualities:

• Uphold strong work ethics (keep all clients data P&C)
• Self-initiated and able to work independently
• Good organisation skills with keen eye for details
• Fast learner with a positive learning attitude
• Strong sense of urgency to complete tasks with accuracy within a stipulated timeframe