Computer Literacy
MS Office
Microsoft Excel
Microsoft Powerpoint
Microsoft Outlook
Good Initiative
Strong follow-up skills
Responsible
Well-organized
Strong communication skills
Strong interpersonal skills
Administrative and executive secretaries perform liaison, coordination and organizational tasks in support of managers and professionals and/or prepare correspondence, reports and records of proceedings and other specialized documentation.
Tasks include –
Drafting administrative correspondence and minutes;
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Administrative Support for Sales StaffMaintain and update sales reports, lead tracking sheets, and loan application records.Ensure all customer documents are properly received, verified, and filed in Sales Forms.Assist in data entry of customer information into Sales Forms.Prepare and organized necessary sales forms for the sales team.Assist Sales Consultant to follow up with customer in a timely manner.
Loan Application CoordinationLiaise with Loan Processor to track application statuses and ensure smooth processing.Assist sales staff on pending customer documents or missing information.Ensure all submitted loan applications comply with bank policies and regulatory requirements.Maintain a structured system for application tracking and follow-ups.
Commission Collection SupportAssist in collecting commissions from customer based on approved loan disbursements.Maintain attendance records and incentive calculations for payroll processing.
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Multi-Channel Communication: Act as the primary point of contact for customers, managing inquiries via Email, WhatsApp, and if needed by phone.
Customer Order Management & Oversight: Supervise the end-to-end order processing cycle, ensuring accuracy in pricing, discounts, and SKU selection. Manage "key account" orders that require bespoke handling or specialized documentation. Manage customer backorders and ensure prompt fulfillment once stock becomes available.
Order Entry & Administration: Accurately process sales orders, verify pricing, issue quotes, prepare dispatch notes via Sage 200, and schedule deliveries.
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Sales Administration
Customer Relationship Management (CRM)
Order Processing
Data Entry
Microsoft Office Suite
Communication Skills
Time Management
Time Management
Customer Service
Office Administration
Record Keeping
Scheduling Appointments
Communication Skills
Time Management
Organizational Skills
Problem Solving
Attention to Detail
Customer Service
Data Entry
Document Management
Teamwork
About the RoleThis role provides administrative support to ensure smooth daily operations within the company. You will assist in handling documentation, event coordination, and internal processes while supporting advisors and internal teams.Key Responsibilities:- Support daily administrative tasks and office operations.- Check and process case applications, including KYC documents and supporting materials, ensuring completeness and compliance.- Coordinate with advisors on documentation, submissions, and follow-ups.- Maintain proper filing and record-keeping of advisor and case documents.- Prepare weekly and monthly reports on case status, documents submission, and operational metrics.- Assist in coordinating meetings, appointments, and company events.- Support the planning and execution of training, seminars, and corporate events.- Liaise with advisors, internal department, and external parties.- Perform ad-hoc administrative duties to support smooth operations.
Why Join Us- Competitive remuneration and performance-based incentives- Opportunities for professional growth and training- Supportive and collaborative work environment- Exposure to wealth management and financial advisory industry