Full-Time Virtual Assistant (Financial Advisory Operations)
Skills
About the role
About Us
We are a growing financial advisory practice based in Singapore, serving over 230 clients and leading a team of financial advisers. Our mission is to provide professional, transparent, and client-centric financial planning while delivering exceptional service and operational excellence.
We are looking for a proactive, organised, and detail-oriented Virtual Assistant to become the backbone of our operations.
Key Responsibilities
Client Administration
Manage client onboarding and offboarding
Update client records and CRM
Prepare client portfolios and meeting materials
Schedule appointments and manage calendars
Send appointment confirmations and reminders
Follow up on outstanding documents
Manage client WhatsApp group chats and email communications
Coordinate client events and appreciation initiatives
Financial Advisory Operations
Generate insurance quotations
Prepare product comparisons
Prepare policy review documents
Assist with policy servicing requests
Prepare claims documentation
Complete insurer forms and administrative paperwork
Set up GIRO applications and other servicing requests
Track outstanding cases and follow up until completion
Investment & Portfolio Administration
Update investment portfolios and dashboards
Maintain Google Sheets and client records
Prepare quarterly investment update reports
Ensure client information is accurate and up to date
Content & Community Support
Perform basic editing for talking-head videos (e.g. trimming, adding captions, simple transitions, and exporting videos)
Upload training videos and learning materials to our Skool community for financial advisers
Organise and maintain course modules and resources within the Skool platform
Create simple thumbnails and graphics using Canva (templates will be provided)
Repurpose content into short-form videos where required
Ensure content is uploaded accurately and on schedule
Business Operations
Manage email inbox and calendar
Organise Google Drive and digital files
Maintain Standard Operating Procedures (SOPs)
Generate weekly operational reports
Assist with data entry and documentation
Support the adviser and team with day-to-day administrative tasks
Requirements
Excellent English communication (written and spoken)
Strong organisational and time management skills
High attention to detail
Proficient in Google Workspace (Docs, Sheets, Drive)
Comfortable learning new systems and software
Able to work independently with minimal supervision
Reliable internet connection and computer
Previous experience in administration, customer service, or virtual assistance is preferred
Basic experience with CapCut, Canva, or similar editing software is preferred (training can be provided)
Experience in the insurance or financial services industry is an advantage but not required
Preferred Traits
Highly organised
Proactive and resourceful
Fast learner
Client-focused
Honest and trustworthy
Enjoys creating systems and improving processes
Comfortable handling confidential information
Working Arrangement
Full-time (Monday–Friday)
Remote work
Singapore business hours
Salary: SGD $700–900/month (depending on experience)
Growth Opportunities
As our business continues to grow, there will be opportunities to take on greater responsibilities, improve business processes, and grow into a senior operations role.
Pay: $700.00 - $900.00 per month
Benefits:
Flexible schedule
Professional development
Work from home
Work Location: In person
Compensation
This Operations role pays $8k-$11k/yr. Within typical range for operations roles in Singapore.
Questions about this role
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