Junior Paraplanner

We are currently seeking a motivated and highly driven individual to assist with various administrative tasks. If you are eager to learn, have excellent interpersonal skills, and enjoy working in a collaborative environment, this opportunity might be perfect for you. If you are positive, willing to learn, and enjoy a flexible work environment, this opportunity is for you

**Position: Paraplanner / Personal Assistant**

**Location: Town Area, Singapore**

**Working Hours: Monday to Friday, 10 am - 7 pm**

**Basic Pay: $1.8K to $2.2K + Bonus**

**Job Scope**
- Accompany the relationship manager to appointments
- Record minutes during client appointments
- Create PowerPoint presentation slides
- Liaise with clients for admin follow-ups, including running errands
- Client servicing and relationship management
- Coordinate with underwriters, insurance companies, and investment platforms
- Undertake portfolios assigned and acquire necessary skills and knowledge
- Manage the calendar efficiently
- Maintain proper filing and documentation procedures
- Meet realistic deadlines for all assignments
- Provide exceptional customer service to both external and internal clients
- Assist in all areas of work assigned by the superior

**Requirements**:

- Highly driven, self-motivated, and independent
- Willingness to learn with a flexible schedule
- Positive learning attitude with excellent interpersonal skills
- Ability to build rapport and establish relationships at all levels
- Excellent communication skills with assertiveness for confirming appointments over the phone
- Levels, N Levels, Diploma/A-level holders and above
- Strong team player with a high level of initiative
- Exceptional client servicing skills and the ability to handle complex issues

How to Apply:
Interested individuals, please send your resume and cover letter along with 2 references to 917-3131-zero with your name, age, number of years of experience, and last drawn salary.

**Salary**: From $2,000.00 per month

**Benefits**:

- Employee assistance programme
- Health insurance

Schedule:

- Monday to Friday

**Experience**:

- Financial planning: 1 year (preferred)

License/Certification:

- CFP (preferred)
- FINRA License (preferred)

Ability to Commute:

- Douglas, MI 49406 (preferred)

Ability to Relocate:

- Douglas, MI 49406: Relocate before starting work (preferred)

Work Location: In person