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Admin Executive

Salary undisclosed

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Job summary:
  • Flexible hours available
  • 1 year of relevant work experience required for this role
  • Working rights required for this role
  • Expected salary: $2,500 - $3,000 per month
  • Immediate start available

Roles & Responsibilities

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity!

HERE’S A SHORT INTRO OF WHO WE ARE

Since 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalized financial services.

We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.

WHAT TO EXPECT

Your role is pivotal in ensuring our representatives meet the fit and proper standards under the Representative Notification Framework (RNF). You will handle thorough checks, manage timelines effectively, and prepare essential documents for onboarding and offboarding processes. To be successful in this role, you should be someone who is proactive and has strong organizational skills!

WHAT YOU’LL DO

Be involved in the daily operations of the Distribution Support function such as:

  • Representatives resignation process

  • Reference check request

  • Handle audit requests related to fit and proper assessment

  • Regular review of the process to streamline and ensure relevancy

  • Any other projects or tasks as assigned

WHO YOU ARE

  • Degree or Diploma in any discipline

  • Experience in Microsoft Office (Word, Excel and Power Point)