Personal Assistant (Full-Time)

Company:
Summit Planners Zenith Group (Team.CKG)

• About Us:

At Team.CKG, we are a dynamic team of passionate financial advisors dedicated to helping people achieve their financial goals.

• Job Description:

We are seeking an exceptional candidate to support our financial advisors in optimizing workflows and enhancing operational efficiency. The role entails seamless coordination of calendars, adept communication management, and event planning.

• Key Responsibilities:

• Client Communication:

• Arrange appointments, and follow up with a friendly touch.

Be the warm and welcoming face of our team during client interactions

• Data Entry and Excel Sheets:

• Pay meticulous attention to detail when keying in client details & policy numbers on the forms and saving a copy of all the forms on google drive

Creating and maintaining databases on excel/google drive

• Design and Templates:

• Using Canvas to create promotional materials.

Using Instagram to promote our branding

• Gift Sending:

• Add a personal touch by organizing events or sending thoughtful gifts on special occasions. (eg,client birthdays,client baby birthday)

Keep a close eye on important dates to ensure timely deliveries.

• Systems Setup:

• Set up systems and processes for the organisation so that everything will run smoothly

Creating guidebooks for new agents that are onboard

• Task Management:

• Prioritize and efficiently manage tasks to meet deadlines.

Uphold a disciplined and responsible work ethic to ensure task completion.Work Attitude:

• Bring positivity, proactivity, and a can-do spirit to every task.

Diligence and an unwavering commitment to delivering high-quality work.

• Adherence to Deadlines:

• Be our deadline superman, ensuring every task is completed on time.

If there are any hiccups, don't hesitate to let us know.Note: We're after candidates who bring motivation, diligence, and a genuine commitment to our team's success. If you're all in, we want to hear from you!

• How to Apply:

Eager to jump on board Send us your resume and a cover letter, sharing your experiences and telling us why you're the perfect fit for this role. Get in touch with us at [Confidential Information]

• Job Highlights:

• Travel Opportunities for mental detox

Attractive Bonus ,Maternity Leave & Annual Leaves

• Outstanding Career Development Opportunities

• Benefits & Perks:

• Work Flexibility

Paid overtime

• Profit sharing if you manage to close case for your manager (Wink Wink)

Free food from nice colleagues & bosses
Ready to take your career to new heights Apply now and expect a speedy response from us. Don't miss out on this chance to be a part of something amazing!

Job Types: Full-time, Permanent

Pay: From $2,

• 00 per month
  
  Benefits:
• Additional leave

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

* Overtime pay

License/Certification:

• Permit to work in Singapore without Company Sponsored Visa. (Required)

Work Location: In person