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Executive Assistant

Executive Assistant | Financial Services | CBD Area
Your new company
In this individual contributor role, you will be supporting a top-performing financial consultant. She is currently ranked amongst the top 3 financial consultants of the year and is a 4-times TOT (Top of the Table) qualifier, as well as a 6-times MDRT (Million Dollar Round Table) member.


Your new role
Reporting directly to the Director, you’ll be responsible for managing her calendar and travel arrangements, meetings schedule and preparing financial summaries for clients.
  • Manage the diary and meeting schedules, including coordinating and scheduling meetings with internal and external stakeholders. Proactively confirm appointments a few days in advance, arrange venues or video calls and ensure the director is well-prepared.
  • Maintain an existing database of client information. Monitor and manage client messages (email, WhatsApp, SMS) professionally and promptly. Reply or escalate messages appropriately, ensuring timely follow-ups.
  • Prepare financial summaries for clients to support insurance planning and annual policy reviews. Track policy renewals, milestones, and follow-up tasks to ensure a smooth client experience.
  • Act as a key contact point between the agent, clients, and vendors. Arrange meetings and follow-ups independently and ensure a cordial and professional relationship with clients.
  • Ad-hoc travel arrangements for local and international trips, such as travel itinerary, visa application, flight bookings, hotel accommodation and transportation arrangements
What you’ll need to succeed
  • To ensure your success in this role, you will need:
  • · Qualifications: Diploma in Business Administration or a related field
  • · Experience: 3–5 years of relevant work experience, with prior experience in the insurance industry as a plus
  • · Exceptional organisational and multitasking abilities
  • · Proficient in office management and administrative tasks
  • · MS Office Suite expertise (Word, Excel, PowerPoint)
  • · Excellent communication and interpersonal skills
  • · Ability to work independently with minimal supervision and collaboratively as part of a team
What you need to do now
If you're interested in this role, click 'apply now' or forward an up-to-date copy of your CV to me at
shien.koo@hays.com.sg. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
EA Reg Number: R22106488
EA Licence Number: 07C3924 | Company Registration No: 200609504D

Summary

Job Type
Permanent
Industry
Banking & Financial Services
Location
Singapore
Specialism
Office Professionals
Ref:
1277756

Talk to a consultant

Talk to ShiEn Koo, the specialist consultant managing this position, located in Singapore
#27-20 UOB Plaza 2, 80 Raffles Place

Telephone: +6560272239

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