Associate, Business Support

Purpose

The Business Support Executive plays a key role in supporting the operational, business development, and certification-related functions of FPAS. The individual will assist in growing FPAS's footprint in the financial planning industry, support strategic partnerships, and provide administrative and coordination support to both the Accounts and Certification departments.

Responsibilities

Business Development & Partnership Support

. Assist in preparing presentations, proposals, and marketing collaterals to support business initiatives.

Certification Department Support

. Provide administrative assistance for the Certified Financial Planner (CFP) Certification Program.

. Support the processing of candidate applications, enrolments, and renewals.

. Maintain accurate certification records and ensure proper filing of documentation.

. Liaise with candidates and education providers regarding certification requirements and course information.

. Help coordinate examination logistics and manage related communications.

Accounts Department Support

. Assist in invoice generation, payment follow-ups, and financial record-keeping.

. Coordinate with external vendors and service providers for procurement and payment matters.