Personal Assistant

Recruit.com.sg Pte Ltd

  • Singapore
  • Permanent
  • Full-time
  • 2 months ago
  • Apply easily
We are seeking a dedicated and proactive Personal Assistant to work in a Finance Advisory Industry. If you are an organised individual looking for a dynamic work culture, we encourage you to apply.Job DescriptionAdministrative Support:
  • Organizing & preparing documentation for presentations and meetings.
  • Monitor and track expenses & assist with budget management.
  • Travel arrangements & manage logistics for business trips or conferences.
Client onboarding & communication:
  • Assist in the onboarding of new clients by gathering necessary documentation & ensuring a seamless transition into our services.
  • Act as the primary point of contact between the consultant and clients, handling phone calls, emails, and scheduling appointments.
  • Accurately enter and update client information in our CRM system, ensuring that records are up-to-date.
Team support:
  • Assist in the onboarding of new financial consultant by gathering necessary documentation & preparatory work.
  • Track and disseminate between consultant and manager, handling advisory training and performance reviews.
  • Foster a dynamic and vibrant team energy by innovating and executing quality of life measures for the team.
Qualifications:
  • Minimum education requirement is an ITE (Institute of Technical Education) qualification or its equivalent.
  • Good communication skills, both written and verbal. Proficiency in both Chinese & English.
  • Basic computer skills, including familiarity with Microsoft Office Suite (Word, Excel, PowerPoint).
  • Basic design knowledge for presentation slides (Canva) & social media (instagram,linkedin)
  • A proactive, can-do attitude and the ability to work independently while also being a team player.
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Recruit.com.sg Pte Ltd