You will be joining a support team to assist a Consultant with a select portfolio of clients. Your focus will be to assist the principle adviser in handling day-to-day operations. Knowledge and Experience in the financial advisory industry will be prioritized.
Support and liaise with new and existing clients
- Maintain & sort information physically and virtually
Preparation & processing of materials for principle consultant's appointment- Consolidating & analysing of client's portfolio
Coordination between client and company
- Develop with principle on new ways to enhance operation procedures
Handling HR & finance matters- Facilitate with onboarding of new members to the team
Handle servicing queries from clients
- Any other duties as designated
Good interpersonal skills and empathy
- Required language(s): English, Mandarin (in order to handle servicing queries from Mandarin speaking clients)
Minimum 2 years working experience- Required Skill(s): Microsoft Office, Good organisational skills, Good with windows applications
Preferably Entry level specialized in Secretarial/Executive/Receptionist/Front Desk/Hospitality & Personal Assistant or equivalent
- Open for Singapore Citizen to apply only.
Job Type: Full-time
Pay: $2,
- 00 - $3,000.00 per month
Benefits: - Health insurance
Supplemental pay types:
Experience:
- Administrative experience: 1 year (Preferred)
Work Location: In person
