Company:
Summit Planners Zenith Group (Team.CKG)
About Us:
At Team.CKG, we are a dynamic team of passionate financial advisors dedicated to helping people achieve their financial goals.
Job Description:
We are seeking an exceptional candidate to support our financial advisors in optimizing workflows and enhancing operational efficiency. The role entails seamless coordination of calendars, adept communication management, and event planning.
Key Responsibilities:
Client Communication:

• Arrange appointments, and follow up with a friendly touch.
• Be the warm and welcoming face of our team during client interactions

Data Entry and Excel Sheets:

• Pay meticulous attention to detail when keying in client details & policy numbers on the forms and saving a copy of all the forms on google drive
• Creating and maintaining databases on excel/google drive

Design and Templates:

• Using Canvas to create promotional materials.
• Using Instagram to promote our branding

Gift Sending:

• Add a personal touch by organizing events or sending thoughtful gifts on special occasions. (eg: client birthdays, client's baby birthday)
• Keep a close eye on important dates to ensure timely deliveries.

Systems Setup:

• Set up systems and processes for the organisation so that everything will run smoothly
• Creating guidebooks for new agents that are onboard

Task Management:

• Prioritize and efficiently manage tasks to meet deadlines.
• Uphold a disciplined and responsible work ethic to ensure task completion.

Work Attitude:

• Bring positivity, proactivity, and a can-do spirit to every task.
• Diligence and an unwavering commitment to delivering high-quality work.

Adherence to Deadlines:

• Be our deadline superman, ensuring every task is completed on time.
• If there are any hiccups, don't hesitate to let us know.

Note: We're after candidates who bring motivation, diligence, and a genuine commitment to our team's success. If you're all in, we want to hear from you!
How to Apply:
Eager to jump on board? Send us your resume and a cover letter, sharing your experiences and telling us why you're the perfect fit for this role. Get in touch with us at chungakwanc.secretary@gmail.com
Job Highlights:

• Travel Opportunities for mental detox
• Attractive Bonus, Maternity Leave & Annual Leaves
• Outstanding Career Development Opportunities

Benefits & Perks:

• Work Flexibility
• Paid overtime
• Profit sharing if you manage to close case for your manager (Wink Wink)
• Free food from nice colleagues & bosses
• Ready to take your career to new heights? Apply now and expect a speedy response from us. Don't miss out on this chance to be a part of something amazing!

Job Type: Part-time
Pay: $12.00 - $14.00 per hour
Expected hours: 15 – 20 per week
Benefits:

• Additional leave

Schedule:

• Monday to Friday

Supplemental Pay:

• Commission pay
• Overtime pay

License/Certification:

• Permit to work in Singapore without Company Sponsored Visa. (Required)

Work Location: In person