Personal Assistant to Financial Advisers

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...

Administrative Support must be able to communicate in manadarin and English. - Manage advisers’ schedules, arrange meetings, and coordinate appointments with clients. - Prepare and organise client documentation, forms, and financial reports. - Maintain accurate client records in CRM systems. - Draft, proofread, and send correspondence on behalf of...

Administrative Support must be able to communicate in manadarin and English.Manage advisers' schedules, arrange meetings, and coordinate appointments with clients.Prepare and organise client documentation, forms, and financial reports.Maintain accurate client records in CRM systems.Draft, proofread, and send correspondence on behalf of advisers.Handle phone...

Provide the following support to Senior Advisors: - Prepare proposals. - Onboard new clients. - Interface with insurers and financial product providers. - Coordinate Client seminar and service events. - Establish & update client records, and schedule reviews. Also assist in general administrative matters related to the advisory group **Job Types**:...

**Position Overview**: We are seeking a motivated and highly organized Business Support Executive to join our team. In this role, you will provide essential administrative support to ensure seamless day-to-day operations and client interactions. Your contribution will help enhance our team's efficiency, responsiveness, and client satisfaction. **Key...

**Company**: IPP is a licensed financial advisory company serving high net worth and high-income top executives, professionals and business owners/entrepreneurs in Singapore and the Southeast Asian region in the areas of Estate Planning, Life and Health Insurance, Economic Life Planning, Key Owner/Executive Life Insurance and Business Continuation Planning,...

Summary: We are one of the leading Licenced Financial Advisory Firm that has been providing financial planning services to clients for more than a decade. We provide a platform to groom and nurture talents in the area of compliance. The compliance role is to ensure that the company and its representatives conduct their business in compliance with the...

Hello Job-Hunters!! **We’re Atlas Assurance Advisory (subsidiary of ATO Partners) - your premier destination for recruiting, events, and Financial services.** With a specialization in the insurance industry, we combine expertise and a fun approach to guide your career growth. Our focus on high-end mentoring, ethical sales, and client-centered values...

**Company** ZICO Holdings Inc. (“ZICO” and together with its subsidiaries and associated companies, the “Group”) is an integrated provider of multidisciplinary professional services which was listed on Catalist Board of the Singapore Exchange Securities Trading Limited (“SGXST”) on 11 November 2014. The Group is focused on the ASEAN region and...

Hello there! **We’re Atlas Assurance Advisory and we need fire-fighters!** We are looking for an efficient, organized, and highly adaptable Personal Assistant to provide comprehensive support to our director and team! As a Personal Assistant, you will play a crucial role in ensuring the smooth operation of daily activities, managing different tasks, and...