Photocopy clients’ documents submitted by sales persons and update the daily submission checklist.
Batch and collate documents into the respective envelopes for counter check and send out for dispatch by 10.30am.
Sort clients’ documents and assign reference number for all the documents submitted.
Scan documents and rename the files according to sales person’s name, clients, product provider and product name.
Input new transactions for life insurance & investment into the master spreadsheet.
Upon receipt of the policy schedules, to photocopy, scan and rename the documents.
Monitor the stock level of A4 paper and various proposal forms in the central filing cabinet and inform admin staff when stock level is low.
Perform and maintain proper filing of clients’ documents.
Attend to submissions by sales persons and general walk-in or call-in enquiries.
Perform any other tasks as and when assigned by the Company.
GCE ‘O’ level and above.
Preferably with 1-2 years of relevant working experience.
Meticulous and detail-oriented.
Positive attitude and willing to learn.
Self-motivated with good interpersonal skills.
Proficient in Microsoft Office applications (Microsoft Word and Excel).
Working Location: Paya Lebar Square
5-day work week, Mondays to Fridays, 9.00am – 6.00pm
Conducive working environment, comprehensive training will be provided, great career progression, annual leave (up to 21 days), overseas staff outing, birthday vouchers, medical and insurance benefits etc.
Interested candidates are invited to submit a comprehensive resume, stating the expected salary and date of availability via JobStreet portal.
We regret that only shortlisted candidate will be notified.
SingCapital Pte Ltd
SingCapital is a MAS-licensed Financial Advisory Firm that was formed in 2007, providing financial advice to individuals and corporations alike on Life Insurance, Collective Investment Schemes and General Insurance as an exempt insurance broker. It is our vision to become the market leader in every industry that we embark in, creating win-win solutions for our clients, our partners and ourselves. The company values a work environment which embodies our core values of treating each other fairly and with respect, supporting one another to help realize one another's full potential and recognizing and rewarding outstanding performance.
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