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

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