Adminstration Executive

ABOUT THE ROLE A part-time role supporting day-to-day practice operations across administration and business support. Ideal for someone seeking a flexible arrangement while building real-world skills, or returning to the workforce in a manageable, meaningful capacity. KEY RESPONSIBILITIES Administration & Operations • Prepare, organise, and maintain client documentation, compliance forms, and correspondence • Coordinate new client onboarding including KYC documentation and account setup • Track action items and ensure timely follow-through across all open matters • Maintain confidential records in line with regulatory and firm requirements Data & Reporting • Compile and organise client portfolio data, performance summaries, and financial reports • Prepare meeting materials and data summaries for client review meetings • Monitor relevant market updates and flag items tied to client holdings or financial plans • Maintain data accuracy across CRM systems, spreadsheets, and shared drives Client & Stakeholder Support • Serve as first point of contact for client enquiries, handling interactions with warmth and professionalism • Build rapport through consistent, responsive communication and follow-through REQUIREMENTS Essential • Fresh graduates welcome — no prior experience required • Comfortable with data and numbers; basic proficiency in Microsoft 365 • Organised and detail-oriented, with the ability to manage competing deadlines • Proactive, adaptable, and keen to contribute across different functions • Strong interpersonal skills; confident engaging with clients and external stakeholders • Good written and spoken English; Mandarin fluency is an advantage • Discreet and trustworthy when handling sensitive client and financial information Preferred • Attained CMFAS certification, or willing to pursue the relevant papers • Follows financial markets, investment news, or personal finance topics independently • Familiarity with CRM tools, project management apps, or data visualisation software WHAT WE OFFER • Direct mentorship from a senior financial advisor • Flexible part-time hours