Personal Assistant

IPP Financial Advisers Pte Ltd

Downtown Core, Singapore
$2,000-2,500 per month
Permanent
Full-time

20 days ago

IPPFAWe believe in being here for you at every step of your personal financial journey. Our personal financial advisers and consultants specialise in developing impactful wealth strategies and identifying effective solutions in key areas of wealth such as protection, accumulation, management and distribution to help our clients succeed financially. We offer a wide range of personal financial advisory services to accomplish this.We aim to establish a close relationship with our clientele of working professionals and business owners so that they are always comfortable in turning to us for financial advice and solutions. And, as befitting our position as your trusted personal wealth adviser, we believe in telling you what you need to know – not what you want to hear.Job DescriptionWe are looking for an organized and proactive individual to support the Financial Advisers. You will handle administrative tasks, coordinate client appointments, prepare documents, and ensure smooth day-to-day operations. You must be able to communicate fluently in both English and Chinese to liaise with clients and prepare documents in both languages.Key ResponsibilitiesManage advisers’ schedules, meetings, and client follow-ups.Prepare and process client forms, reports, and correspondence in English and Chinese.Maintain accurate client records and ensure compliance with MAS guidelines.Liaise with clients, insurers, and service providers.Assist with events, marketing materials, and client communications.RequirementsDiploma or equivalent; experience in financial services or admin roles preferred.Strong organizational and multitasking skills.Proficient in Microsoft Office and familiar with CRM tools.Excellent communication skills in both English and Chinese (spoken and written).Attention to detail, professionalism, and client focus.Application InstructionsPlease apply for this position by submitting your text CV using InternSG.
Kindly note that only shortlisted candidates will be notified.

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