Role Overview
We are looking for a proactive, organised, and detail-oriented Personal Assistant (PA) to support a team of financial consultants. In this role, you will handle administrative operations, client servicing support, and workflow coordination to ensure smooth day-to-day functioning in a fast-paced financial environment.
This position is ideal for someone who is tech-savvy, resourceful, and able to juggle multiple tasks while maintaining confidentiality and professionalism.
Key Responsibilities
Administrative & Operational Support
- Coordinate and manage consultants’ schedules, appointments, and client meetings.
- Handle incoming emails, messages, and inquiries, ensuring timely replies or follow-ups.
- Set reminders and track deadlines to support consultants’ daily workflow.
- Prepare, update, and maintain client documents, reports, and policy-related materials.
- Assist with data entry, digital filing, and upkeep of client databases and records.
Presentation, Marketing & Reporting Support
- Create presentation decks, proposals, and marketing materials using Canva and Microsoft Office.
- Support preparation of visuals, reports, and business documents using Word, Excel, PowerPoint, and Google Workspace.
- Assist in bookkeeping tasks such as expense tracking, invoice processing, and financial record management.
Event & Team Support
- Assist in planning and coordinating seminars, client appreciation events, and internal team activities.
- Ensure corporate records, documentation, and administrative processes are well-organised and updated.
- Maintain confidentiality when handling sensitive client or financial information.
Skills & Attributes We Value
- Strong organisational and time-management skills, able to prioritise and multitask effectively.
- Excellent written and verbal communication skills with a professional, client-focused approach.
- Proficient in Microsoft Office, Google Workspace, and Canva.
- Creative eye for design and attention to detail.
- High level of discretion and confidentiality.
- Proactive, resourceful, and adaptable in a fast-paced environment.
- Strong interpersonal skills with a collaborative mindset.
- Basic understanding of financial or insurance products is an advantage.
- Tech-savvy and comfortable learning new tools and systems.
- Confident, pleasant, and professional in phone and email communication.
Benefits of Joining Us
- Open-concept office located near Novena MRT.
- Surrounded by cafes, restaurants, retail outlets, banks, and fitness centres.
- Fun, inspiring, and creativity-driven work culture.
- Opportunities for financial industry exposure and professional growth.
Eligibility
- A Level, Diploma, or Degree in Business Administration, Office Management, Finance, or related fields.
- Fresh graduates and part-timers are welcome.
Work Hours
- Monday to Friday, 9:30 AM – 6:00 PM (Full-time).
- Part-time options available.
Only shortlisted candidates will be notified.
