The posting
Position Title: Agency Operations Executive
Industry: Financial Services
Employment Type: Full-time
Salary : $3200 per month with quarterly incentives and yearly performance bonuses
About the Company
We are a growing Wealth & One-Stop Solutions Group leveraging AI, technology, and strategic partnerships to empower clients, advisers, and communities. Guided by our philosophy of growth through teamwork, we believe in professional excellence, consistent execution, and building strong collaborative relationships across all levels of our organization.
The Role
We are seeking an Agency Operations Executive to coordinate, administer, and execute our day-to-day operations, focusing primarily on events, sales operations, and recruitment administration.
In this role, you will work closely with Leaders, Financial Consultants, marketing personnel, and support teams to ensure activities are communicated clearly, tracked effectively, and completed accurately and on time.
Our Hiring Priority: An exceptionally meticulous, organized, and dependable executor who is firm, respectful, and confident when following up with stakeholders at all levels.
Key Responsibilities
1. Events & Seminars Operations (35%)
- Coordinate regular Workshops, Events & Seminars (WES) and approximately five major internal events annually.
- Maintain event calendars, timelines, checklists, budgets, and task ownership.
- Coordinate venues, vendors, catering, equipment, presentation materials, and logistics.
- Manage registrations, guest confirmations, reminders, attendance lists, and manpower deployment.
- Support on-site execution, troubleshoot issues, and ensure a seamless, professional guest experience.
- Maintain post-event attendance records, follow-up assignments, feedback reports, and expense reconciliations.
2. Sales Operations & Coordination (25%)
- Coordinate sales meetings, training programs, campaigns, and business activities.
- Prepare agendas, meeting materials, attendance records, and action-item trackers.
- Maintain accurate activity reports, sales trackers, and relevant databases.
- Follow up firmly and professionally on administrative deadlines and outstanding deliverables.
- Coordinate communications among Leaders, Consultants, and support personnel.
- Support documentation, SOP improvements, and AI-enabled productivity workflows.
3. Recruitment Operations & Coordination (25%)
- Coordinate candidate interviews, appointments, and recruitment communications.
- Maintain candidate databases, pipeline trackers, and follow-up schedules.
- Liaise with Talent Acquisition personnel and Team Leaders.
- Support career events, recruitment presentations, and interview logistics.
- Coordinate onboarding documentation, induction activities, and training schedules.
- Prepare recruitment activity updates while protecting candidate confidentiality.
4. General Office & Administrative Operations (15%)
- Coordinate office facilities, supplies, equipment, service providers, and vendors.
- Maintain orderly digital filing, records, and administrative systems.
- Coordinate assigned workflows with local and remote support personnel.
- Track deadlines, prepare management updates, and escalate unresolved issues promptly.
- Identify operational inefficiencies and recommend practical improvements.
Qualifications & Experience
- Education: Diploma or Degree in Business Administration, Operations, Events, HR, or a related field.
- Experience: 1–4 years in operations, event coordination, sales support, recruitment coordination, or general administration.
- Technical Skills: Strong proficiency in Microsoft Office (especially Excel and PowerPoint); comfortable with Google Workspace, CRM tools, and task-management platforms.
- Communication: Excellent written and spoken English, paired with strong time-management and interpersonal skills.
- Flexibility: Ability to manage competing deadlines and support occasional evening or weekend events under applicable employment arrangements.
- Note: Prior experience in financial services or agency operations is an advantage, but not required.
What We Offer
- Exposure to a growing wealth and advisory network with diverse, cross-functional operations.
- Hands-on opportunities to learn AI-enabled productivity tools and modern business processes.
- A collaborative work culture focused on professional development and career progression.
- Competitive remuneration commensurate with experience and capabilities.
Note: Shortlisted candidates only will be contacted.
Goh Boon Hui R24122338 Just Recruit Singapore Pte Ltd - EA12C6295



