Ops & Projects Executive assisting in operational work and internal documentation for SaaS company focused on wealth management. On Management Trainee track with exposure across product workflows and internal systems.
Responsibilities
**Key Responsibilities**
Assist with internal documentation and process clean-up across functions related to product workflows, internal processes, and terminology
Support Lark migration and ongoing workspace hygiene (folders, access, structure)
Support completion and maintenance of:
Pricing Function Calculator
Pricing tiers & feature comparison lists
Conduct and maintain competitor analysis (features, positioning, pricing signals)
Assist in demo and trial account setup for sales and partnerships
Provide ad-hoc operational support to senior executive when required (e.g. expense tracking, simple coordination tasks)
Support ad-hoc internal projects as they arise
Requirements
**Must-haves:**
0–2 years experience (fresh grads welcome)
Highly organised, detail-oriented, and reliable
Comfortable working with spreadsheets, documents, and internal tools
Able to follow structured instructions and ask clarifying questions
Strong written communication (English required; Mandarin a plus)
**Nice-to-haves**
Exposure to SaaS, fintech, or startup environments
Familiarity with CRM tools, internal wikis, or collaboration tools (e.g. Lark, Notion, Google Workspace)
Interest in operations, business analysis, or internal projects
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