Insurance Advisor

Company Description

kuubiik is a global consulting firm headquartered in Singapore, operating across over 150 countries. The company specializes in providing customized outsourcing and project-based solutions for various business functions. Their international team is comprised of professionals from regions such as Asia, Europe, and the Americas. Leading brands, including Google, TikTok, and HP, trust kuubiiks expertise. kuubiik offers flexible outsourcing models, including both hourly options and full/part-time services, to meet diverse business needs.

Client Location: Singapore

Timezone: SGT

Working Hours: 9 am - 6 pm, Monday to Friday

Client Industry: Financial Advisor

Contract Type: 1-year, renewable

Monthly Salary: USD 545

Role Overview

One of our clients is seeking a highly organized and detail-oriented Operations & Administrative Executive to support daily agency operations and executive administration. This role requires strong coordination skills, structured documentation management, and the ability to manage multiple administrative workflows with precision. You will support leadership, advisors, and internal teams by ensuring operational accuracy, compliance documentation, calendar coordination, reporting, and administrative continuity across the organization.

Key Responsibilities

• Maintain contact lists and organized digital/physical filing systems
• Manage password updates and access records
• Track petty cash, expenses, and receipts
• Prepare and file materials for Directors Meetings
• Manage Google Calendar and send reminders for meetings/events
• Oversee case submissions (hardcopy & digital) and validate documentation
• Compile and send Weekly and Monthly reports
• Handle recruitment, onboarding, and exit paperwork
• Coordinate training schedules and CPD tracking
• Manage office vendors and utilities
• Provide direct administrative support to the Chief

Must-Have Requirements

• 2 years in administrative, operations, or executive support roles in thefinancial advisory industry
• Strong documentation and record-keeping discipline
• Experience preparing structured reports
• Proficiency in Google Workspace and Microsoft Excel
• Ability to manage confidential information
• Strong follow-up and time management skills
• Able to manage multiple workflows without supervision