Operation Manager

Operations Manager – Financial Advisory Firm

Location: Singapore | Type: Full-time | Reports to: Founder / CEO

Role Summary:
Manage the day-to-day operations of the Financial Advisory firm, covering FA operations, accounting coordination and office administration, ensuring the business runs efficiently and compliantly.

Mission: Build and maintain a smooth, compliant and efficient operating backbone that allows the advisers and management team to focus on customers and business growth.

Key Responsibilities

· Manage FA operational processes, including client onboarding, documentation, applications, policy processing and follow-ups.

· Maintain accurate client, policy and operational records.

· Coordinate with insurers, product providers and other external parties.

· Support commission, incentive and adviser administration.

· Maintain and improve SOPs, workflows and operational controls.

· Coordinate compliance-related operational requirements with the Compliance function.

· Manage the external accounting service provider to ensure all accounting matters are in good order, such as: bookkeeping, bank reconciliation, payments, payroll/CPF, management accounts, etc.

· Monitor company expenses, invoices and basic financial controls.

· Handle office administrative matters, such as: facilities, supplies, vendors and employee administrative needs.

· Workhand-in-hand with IT to automate end-to-end operational processes utilizing Artificial Intelligence (AI) and digital tools.

Requirements

· 5+years' experience in operations, preferably in Financial Advisory, Insurance, Banking or Financial Services.

· Good understanding of FA operations and client onboarding.

· Familiarity with accounting/bookkeeping and Singapore statutory requirements (including CPF and payroll workflows).

· Experience successfully managing external service vendors.

· Strong organisational, administrative and Excel skills.

· Detail-oriented, hands-on and able to work independently in a startup environment.

Key Professional Attributes

Organised | Detail-oriented | Reliable | Process-driven | Hands-on | Strong follow-through