Job description

We are seeking a reliable and detail-oriented Personal Assistant to provide administrative and operational support to a Financial Advisor in a part-time, hybrid work environment. The ideal candidate will demonstrate strong organizational, communication, problem-solving, and critical thinking skills, along with a high level of discretion when handling confidential financial and client information.

Key Responsibilities:
Assist in managing the Professional’s schedule, consisting of client appointments, meetings, and travel arrangements.

Handle correspondence and communications on behalf of the Financial Advisor, including liaising with clients and their enquiries.

Coordinate and prepare for client meetings, including compiling documents, taking notes, and following up on action items.

Maintain confidentiality and handle sensitive financial and client information with the utmost professionalism and discretion.

Perform administrative tasks such as filing, organizing digital and physical records, preparing reports, and managing expenses.

Support basic client onboarding and account administration processes, as required.

Required Skills:
Strong teamwork skills with the ability to collaborate effectively with the Professional and related industry workers.

Excellent written and verbal communication skills to interact professionally with clients and stakeholders.

Proven problem-solving abilities to address administrative and operational challenges efficiently.

Strong critical thinking skills to prioritize tasks and support informed decision-making.

Exceptional attention to detail to ensure accuracy and compliance in all tasks.

Prior experience in administrative support, financial services, or corporate environment is preferred.

Qualifications:
Academics: Local Diploma / A-levels
Nationality: Singaporean / PR