Finance & Insurance Intern
CALMOI
We are looking for an intern to join our team for a 3-6-month internship. You will support the day-to-day operations of the team and work closely with an experienced Senior Financial Services Manager, while gaining practical exposure to the finance and insurance industry.
Key Responsibilities
- Provide day-to-day administrative and secretarial support
- Assist with client communication, appointments and follow-ups
- Prepare, organise and maintain documents and client records
- Assist with policy servicing and administrative matters
- Follow up on outstanding documents, requests and client matters
- Maintain accurate records and ensure tasks are completed in a timely manner
- Handle other ad-hoc administrative duties when required
Requirements
- Currently pursuing a Diploma or Degree in any discipline (Business, Finance, Banking or Insurance is a plus)
- Able to commit 3-6-month internship period
- Organized, responsible and detail-oriented
- Good communication and interpersonal skills
- Able to work independently and in a team
- Proficient in Microsoft Office (Word, Excel, PowerPoint)
What You Will Gain
- Hands-on experience in client servicing and policy servicing
- Exposure to the operations of a Financial Advisory practice
- Mentorship from an experienced & high performing Financial Adviser
- Internship certificate upon completion
Interested? Apply now with your updated resume now!
We regret that only shortlisted candidates with be notified