About the Role
Assist in managing client documentation and records
Support client onboarding and servicing processes
Coordinate with advisors and internal departments on client-related matters
Assist in responding to client enquiries and follow-ups
Maintain and update client information in internal systems
Support preparation of reports, submission to provider, and client correspondence
Perform ad-hoc administrative and client support tasks as assigned
Requirements
Currently pursuing or completed a Degree in Business Administration, Financial Service, or related fields
Holding certifications such as CFP, IFP, RFP, or SHRFP is advantageous.
Good communication and interpersonal skills
Detail-oriented with strong organizational skills
Master in proficiency in Microsoft Office (Word, Excel, PowerPoint)