We are seeking a highly organized and motivated Business Executive to join our team and provide crucial support in supporting the business management of the manager. This would include recruitment and onboarding of new staff and assisting with tasks related to business team management, onboarding, insurance and investment services. The ideal candidate will possess excellent communication skills, a strong attention to detail, and a proactive approach to managing various responsibilities.
Responsibilities:
- Business Management:
Working closely with the manager to execute projects related to insurance and investment services. Track project timelines, milestones, and deliverables, and provide regular updates to the executive.
- Administrative Tasks:
Manage calendars, schedules, and appointments, ensuring optimal time management for the executive. Handle email correspondence, draft responses, and prioritize incoming communications. Organize and maintain important documents, contracts, and records related to insurance and investment services. Update SOPs
- Client Interaction:
Hotline Management. Liaise with clients to schedule appointments, gather necessary information, and provide updates on behalf of the manager. Maintain a professional and courteous demeanor when interacting with clients and stakeholders. Collecting referrals and testimonials from clients.
Character Traits:
- Critical thinker – ability to problem solve objectively
- Matured and independent to accomplish tasks given
- Ability to manage time and act with urgency on matters of priority;
- A team player;
- Shows the ability to manage multiple conflicting priorities without loss of composure;
- Ability to work well with the team;
- A person with integrity, and high level of confidentiality
Qualifications:
- Individuals with no prior work experience are open to apply.
- Proven experience in administrative roles, preferably within the financial services or insurance industry would be an advantage.
- Strong organizational skills with the ability to manage multiple tasks and priorities.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite, CRM software and Canva
- Knowledge of financial concepts, investment strategies, and insurance products is a plus.
- Ability to maintain confidentiality and handle sensitive information with discretion.
Benefits:
- Competitive salary and possible performance-based incentives.
- Opportunity to work closely with industry professionals and expand your knowledge of the financial services sector.
- Room for growth and development within a dynamic and innovative environment.
