Personal Assistant

1 week ago


Downtown Core, Singapore Zenith Capital 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.

**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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