Melvin Tang & Associates — Singapore

Admin Executive (Remote, Malaysia)

About the Role

Support Melvin Tang & Associates, a Singapore-based financial consultancy, by keeping client policy records accurate, coordinating schedules, and being a professional first point of contact for clients and prospects. A great entry point into financial services for an organised, people-friendly fresh graduate.

 

Responsibilities

 

 • Consolidate and maintain accurate client policy records and other holdings across the consultant team

 • Reach out to clients and prospects by phone/WhatsApp/email for client scheduling on behalf of FCs

 • Manage and sync consultants’ calendars (Google/Apple Calendar), avoiding double-bookings and confirming appointments on time

 • Send reminders to FCs and clients on outstanding tasks, upcoming appointments, and follow-ups

 • Track outreach and appointment status in a CRM/tracker (e.g. HubSpot), flagging stalled leads or overdue follow-ups

 • Liaise professionally with clients to confirm details and reschedule as needed

 • Conduct research and prepare presentation materials for client meetings

 • Support ad-hoc admin requests from the team lead and FCs

 • Edit and prepare social media content

 

Requirements

 

 • Fresh graduate, 21 and above

 • Fluent in English and Mandarin (spoken and written)

 • Contactable by phone and Zoom during working hours

 • Reliable internet and a quiet remote workspace

 

Preferred (not required)

 

 • Finance-related internship or coursework

 • Marketing or administrative experience

 

You Are

 

 • Responsible and dependable

 • Meticulous with details

 • Naturally good at planning and staying organised

 

Hours & Pay

 

 • Singapore time, Monday–Friday [confirm]

 • Fully remote

 • RM2,500/month

 

What We Provide

 

 • An e-SIM for client calls

 

How to Apply

Apply directly through this listing.