Sales Admin Support

ROLE OVERVIEW

Fintonia Group is seeking a Senior Sales Admin & AI Operations Support professional to serve as the operational backbone of its sales and client engagement functions. This is not a conventional administrative role: the individual will be responsible for maintaining rigorous sales operations while independently building and managing AI-powered workflows that enhance team productivity, client responsiveness, and process quality. A non-negotiable attribute for this role is an exceptional standard of accuracy — the work product this person owns directly reflects on the firm's credibility with clients and counterparties.

The successful candidate will bring a combination of structured administrative discipline and a strong command of modern AI automation tools. Reporting directly to the Head of Sales, this person will work across sales, compliance, and operations to ensure that client onboarding and engagement workflows operate to institutional standards.

At a firm that sits at the intersection of traditional finance and digital assets, the ability to translate operational complexity into streamlined, technology-enabled processes will be a direct contribution to commercial outcomes.

Key Responsibilities:
Client Onboarding & Documentation
Own the full client onboarding lifecycle — from intake through KYC/AML documentation, compliance review, and account activation — ensuring every file is complete, accurate, and audit-ready before submission.
Prepare and coordinate all onboarding documentation including subscription agreements, client questionnaires, and regulatory forms, working closely with the compliance and operations teams to meet applicable standards.
Proactively track onboarding status for all active clients, following up on outstanding items and escalating blockers to avoid delays in the activation timeline.
Maintain a structured, version-controlled onboarding repository that can withstand internal or regulatory audit at any point.

Client Relationship Support
Serve as the first point of contact for client enquiries, providing timely, professional responses and managing expectations on resolution timelines.
Coordinate all client-facing logistics — meetings, product demonstrations, webinars, and review calls — ensuring preparation materials, agendas, and follow-up notes are managed without requiring senior team members to chase.
Maintain accurate, current client records in the CRM; flag data anomalies, contact changes, or missing information proactively rather than reactively.
Support the relationship management team in preparing client update materials, periodic reports, and tailored communications.

Sales & Administrative Support
Support the sales team with scheduling, calendar management, CRM maintenance, and preparation of pitch materials and proposals.
Maintain internal trackers and action logs for client interactions, onboarding milestones, and sales pipeline activity.
Identify and flag opportunities to streamline administrative workflows using available technology tools.

Requirements:
3–5 years of experience in client onboarding, client servicing, or relationship support within financial services, fintech, or asset management
Hands-on experience managing KYC/AML documentation and compliance-driven onboarding processes end-to-end — not just assisting
Strong proficiency in CRM systems (e.g. Salesforce, HubSpot) and Microsoft Office / Google Workspace
Excellent written English communication skills; able to draft professional client-facing correspondence independently and accurately
Structured, detail-oriented approach to documentation management with a track record of maintaining audit-ready files
Demonstrated ability to manage multiple concurrent client onboarding workflows without supervision
Comfortable working remotely and independently, aligned to Singapore / KL business hours (SGT/MYT)
Bachelor's degree in Business Administration, Finance, Economics, or a related field

Location: Remote (Philippines-based)
Work Hours: Aligned with Singapore Time Zone (SGT), Monday to Friday

Please apply through this link - ----------
ONLY applicants who upload CV via the link will be considered. Thanks!