
Personal Assistant
1 week ago
**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.
**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.
**How to Apply**:
**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
**Job Types**: Permanent, Full-time
**Salary**: From $2,000.00 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
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