Personal Assistant

5 days ago


East Region, Singapore Mason & Co Full time $3,500 per year

About the company

This employer is a well-established boutique financial advisory firm in Singapore, specialising in providing personalised insurance and financial planning solutions. With a lean team of professionals, the firm focuses on delivering high-quality client services and fostering long-term client relationships.

About the job

This is a hybrid role combining personal assistant and client-facing responsibilities. You will support the Director in Singapore by managing schedules, attending client meetings, and preparing proposals and documentation. The role offers exposure to client interactions and a variety of administrative and coordination tasks, providing a well-rounded experience supporting a senior financial executive.

Job Responsibilities:

  • Accompany the Director to client meetings and provide on-site support
  • Assist in preparing insurance proposals and related documentation
  • Manage scheduling, appointments, and follow-ups for the Director
  • Support day-to-day administrative tasks such as filing, correspondence, and record-keeping
  • Liaise with insurance providers for policy servicing or administrative matters
  • Assist in preparing presentation materials or product comparisons for client discussions
  • Perform any ad hoc duties as assigned by the Director

Job Requirements:

  • Minimum 1 year experience in the insurance sector; IFA background preferred
  • Basic knowledge of life insurance products, financial planning concepts, and basic policy servicing
  • Licensed as an insurance agent (preferred but not mandatory)
  • Strong organisational skills and attention to detail
  • Comfortable interacting with clients and assisting in meetings and presentations
  • Able to work independently and manage multiple tasks efficiently

What's on offer:

  • Close working relationship with a senior Director and exposure to client-facing activities
  • Competitive remuneration and benefits (basic up to SGD 3.5k)
  • Being part of a dynamic insurance environment with a stable, regular salary

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