Total 2 job vacancies by Ipp Financial Advisers Pte. Ltd.

JobDescription:

• Perform commission processing to ensure accuracy and timeliness               
• Perform reconciliation and manage commission pay-out processes
• Provide relevant data for the Annual Banding Exercise
• Provide required data to Distribution on CRT qualifiers
• Perform ad-hoc tasks as assigned

Requirements:

• Diploma Holder preferably with 2 to 3 years working experience
• On job training provided
• Positive disposition, most importantly with good working attitude
• Must be meticulous, detail-oriented and willing to learn
• Good team player, and able to work under pressure to meet tight monthly deadlines
• Able to communicate confidently and with clarity, both oral and written
• Prior experience with good EXCEL skills a must, Microsoft software will be an added advantage
• Able to work independently with minimal supervision

Job Description:

• Client servicing and follow-ups – Assist advisors in scheduling client meetings, following up on documents, and ensuring smooth communication with clients.
• Policy and investment administration – Prepare, submit, and track insurance applications, investment forms, and policy servicing requests.
• Compliance and documentation – Ensure all client documents, KYC forms, and regulatory requirements are properly completed and filed.
• Portfolio and reporting support – Help prepare client portfolio summaries, investment reports, and meeting materials for advisors.
• Operational and administrative support – Maintain client databases, manage appointments, coordinate seminars/events, and support day-to-day office operations.