Straits Legacy Planners is a financial advisory team. We assist individuals, families, and business owners protect what matters, build wealth with purpose, and create lasting legacies for future generations.
Our approach combines technical financial planning with genuine long-term relationships. We believe in delivering thoughtful advice, exceptional service, and dependable support through every stage of our clients’ lives.
As we continue to grow, we are looking for a detail-oriented and proactive individual to support our client servicing, sales operations, and team administration functions.
Role Overview
You will work closely with the team leader and advisers to ensure smooth day-to-day operations, excellent client service, and efficient follow-through of business activities.
This role is ideal for someone who enjoys organisation, administration, client communication, and being an important part of a growing professional team.
Key Responsibilities
Client Servicing
- Coordinate client appointments and reviews
- Prepare meeting documents and policy summaries
- Follow up on policy servicing requests
- Assist clients with administrative enquiries
- Track outstanding requirements and documentation
- Support claims and policy alteration submissions
Sales & Operations Support
- Manage adviser schedules and meeting coordination
- Prepare sales reports and production tracking
- Update CRM and client databases
- Monitor business submission status and underwriting cases
- Coordinate with Prudential departments on case follow-ups
- Maintain organised digital filing systems
Marketing & Events
- Assist in organising client events and seminars
- Coordinate event registrations and attendance lists
- Manage simple social media posting schedules
- Liaise with vendors and venues where required
- Support marketing campaigns and client engagement initiatives
Administrative Support
- Manage emails and correspondence
- Prepare presentation materials and documents
- Handle expense tracking and basic record keeping
- Coordinate team meetings and training sessions
- General office administration duties
Requirements
Essential
- Strong organisational skills and attention to detail
- Good written and spoken English
- Proficient in Microsoft Office (Excel, Word, PowerPoint)
- Comfortable learning digital tools and systems
- Able to multitask and prioritise effectively
- Positive attitude and willingness to learn
Preferred
- Prior administrative, PA, coordinator, or customer service experience
- Experience in insurance, banking, financial services, or professional services
- Familiarity with Canva, Google Workspace, or CRM systems
What We’re Looking For
The ideal candidate is:
- Reliable and trustworthy
- Detail-oriented
- Proactive rather than reactive
- Comfortable interacting with clients professionally
- Able to work independently
- Committed to delivering excellent service
Remuneration
- Competitive salary based on experience
- Performance bonus opportunities
- Career development and training provided
- Opportunity to grow alongside a developing advisory practice
Kindly note that only shortlisted candidates will be notified.
Related Job Searches:
- Company:
Straits Legacy - Designation:
Sales and Admin Secretary - Profession:
Admin / Secretarial - Industry:
Insurance - Location:
Bukit Merah