Agency Operations Executive

The Role

Coordinate, administer and execute DKO’s day-to-day agency operations, with primary focus on events,

sales operations and recruitment operations. Work with Leaders, Financial Consultants, marketing personnel

and support teams to ensure activities are communicated, tracked and completed accurately and on time.

Our hiring priority: An exceptionally meticulous, organised and dependable executor who is firm, respectful

and confident when following up with people 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 professional guest experience.

• Maintain post-event attendance records, follow-up assignments, feedback reports and expense

reconciliations.

Outcome: Well-organised events delivered on schedule with minimal last-minute disruptions.

2 | Sales Operations & Coordination — 25%

• Coordinate sales meetings, training programmes, 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, Financial Consultants and support personnel.

• Support documentation, SOP improvements and AI-enabled productivity workflows.

• Outcome: Accurate, efficient and consistently followed-through sales operations.

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 DKO 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.

Outcome: Smooth recruitment administration and professional candidate experiences.

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.

Outcome: A responsive, orderly and well-coordinated office.

Essential Personal Qualities

• Exceptionally detail-oriented: checks facts, records and deliverables independently.

• Firm and professional: follows up confidently and respectfully, including with senior stakeholders.

• Accountable: takes ownership and closes loops without repeated reminders.

• Systematic: enjoys trackers, checklists, timelines and structured workflows.

• Proactive: spots risks early, communicates clearly and suggests solutions.

• Collaborative: approachable and service-minded without being overly accommodating.

• Tech-savvy: learns digital tools and uses AI responsibly to improve productivity.

Qualifications & Experience

• Diploma or Degree in Business Administration, Operations, Events, HR or a related field.

• Preferably 1–4 years in operations, event coordination, sales support, recruitment coordination or

administration.

• Strong Microsoft Office skills, especially Excel and PowerPoint; comfortable with Google Workspace, CRM

and task-management tools.

• Good written and spoken English; strong time management and interpersonal skills.

• Able to manage competing deadlines and support occasional evening/weekend events under applicable

employment arrangements.

• Financial services or agency operations experience is an advantage, not a requirement.

What We Offer

• Exposure to a growing Wealth & Services organisation and cross-functional operations.

• Opportunities to learn AI-enabled productivity tools and improve business processes.

• Collaborative working environment, professional development and progression opportunities.

• Competitive remuneration commensurate with experience and capabilities.

Our Ideal Candidate

You believe details matter, deadlines matter and accountability matters. You are friendly and approachable,

yet comfortable clarifying responsibilities, requesting updates and escalating unresolved issues. You take

pride in making things happen smoothly behind the scenes.

Gladwin Teo Jian Rong

EA No. 25S2769

Ea Personnel No. R1768774