Secretary

We’re looking for a driven and organised individual to join us as a Secretary.

What will you do?

You’ll support the day-to-day operations of the team, assist with client servicing and administrative matters, and work closely with an experienced Financial Consultant.

At the same time, you’ll gain hands-on industry experience, learn directly from an established Financial Consultant and develop the skills needed to progress towards becoming a Financial Adviser.

What You Will Learn

• Learn the backend operations of a Financial Advisory practice
• Gain hands-on experience in client servicing and policy administration
• Understand how client relationships are managed and maintained
• Learn how experienced Financial Consultants manage their business and serve their clients
• Gain exposure to real-world cases, workflows and industry practices
• Develop your communication, organizational and people skills
• Receive guidance and training as you work towards becoming a Financial Adviser of your own

Key Responsibilities

• Provide day-to-day administrative and secretarial support
• Assist with client communication, appointments and follow-ups
• Prepare and organize documents, forms and client records
• Assist with policy servicing and administrative matters
• Follow up on outstanding documents and requests
• Maintain accurate records and ensure tasks are completed in a timely manner
• Handle other ad-hoc administrative duties when required

Who We’re Looking For

• Minimum Diploma and above in any discipline
• Organised, responsible and detail-oriented
• Good communication and interpersonal skills
• Proactive and willing to learn
• Able to work independently and as part of a team
• Prior administrative, customer service or sales experience is an advantage

Why Join Us?

Learn from Experience. Grow with Guidance. Build Your Own Career.

Rather than entering the Financial Advisory industry with no understanding of how the business works, you will first gain experience from the backend of an established advisory practice.

You will work closely with an experienced and high-performing Financial Consultant, learning from their experience, processes and approach to client servicing while developing your own skills and knowledge.

For those who aspire to become a Financial Adviser, this provides a valuable head start — allowing you to learn the business from the inside, receive structured guidance and eventually build your own career as a Financial Adviser.

If you are looking for more than just a job and want to learn, grow and build towards a career of your own, we would love to hear from you.

Apply now with your updated resume and we will be in touch soon!