We are a financial advisory team built around a simple belief, that good financial planning should last beyond a single transaction, life stage, or even generation.
At Straits Legacy Planners, we work with individuals and families across different stages of life, from building their first foundations to protecting what they have built and eventually passing it forward. Many of the relationships we value most are not just with individual clients, but with the families and generations that come after them.
That same idea shapes the team we are building. We believe in doing things with care, remembering the people behind every case, and creating a practice with the systems, standards and relationships to stand the test of time.
As we grow, we are looking for people who want to be part of that journey - building a modern advisory practice grounded in relationships, heritage and the idea of leaving things better for the next generation.
Operations & Client Support Executive
We are looking for an organised and dependable individual to support the day-to-day operations of our financial advisory team.
You will work closely with our consultants and team leaders to ensure that client requests, documentation, applications and follow-ups are handled properly and on time.
This is a suitable role for someone who enjoys organising things, solving small problems and keeping a busy team running smoothly.
Key Responsibilities
- Assist with preparation and processing of client documents, forms and applications
- Track outstanding cases, documents and follow-up items
- Support consultants with client servicing and administrative requests
- Coordinate appointments, schedules and reminders where required
- Maintain organised digital records and internal trackers
- Assist with insurance claims and servicing documentation
- Follow up internally on pending applications and administrative matters
- Prepare basic documents, presentations and materials for client meetings
- Support team meetings, events and other operational activities
- Help improve and maintain simple administrative workflows and systems
- Handle other day-to-day administrative matters as the team grows
What We Are Looking For
You do not need prior experience in financial services. Training and guidance will be provided.
More importantly, we are looking for someone who is:
- Organised and attentive to details
- Responsible with confidential information
- Comfortable following up and keeping track of multiple tasks
- Able to communicate clearly through WhatsApp, email and phone
- Comfortable using Google Workspace, Microsoft Office and other digital tools
- Willing to learn new systems and ways of working
- Able to work independently after being given clear instructions
- Proactive — if something is outstanding, you naturally want to get it settled
Good to Have
- Previous administrative, operations or customer service experience
- Experience in insurance, banking or financial services
- Familiarity with Canva, Google Sheets or simple CRM/task-management systems
- Comfortable learning and working alongside AI and automation tools
What You'll Get
You will work directly with the leadership team and gain exposure to how a growing financial advisory practice is run behind the scenes.
As the team expands, there will also be opportunities to take ownership of larger areas of operations, client servicing and team support.
Kindly note that only shortlisted candidates will be notified.
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