Personal Assistant to Financial Consultant

3 days ago

Central Region, Singapore Advisors' Clique Full time $4,000 - $6,000 per year

About our principal – Great Eastern Financial Advisers

Great Eastern Financial Advisers Private Limited (GEFA) is a wholly owned subsidiary of Great Eastern Holdings Limited, a member of the OCBC Group and is licensed under the Financial Advisers Act to provide financial advisory services.

As a licensed Financial Adviser, GEFA brings together a suite of insurance solutions and wealth management opportunities for the client.

About our Distribution Group

ACDC Group is a group of financial consultants in Advisors Clique Collective (ACC) representing Great Eastern Financial Advisers Pte Ltd.

ACC is a successful group with a strong culture and unique identity. Having come a long way, our agency group continues to evolve and expand. As generation after generation of new members are recruited, it became evident – "to leave a legacy by paying it forward" was a common desire.

Overview:

We are seeking a proactive and detail-oriented Personal Assistant to support a Senior Financial Consultant. In this role, you will be responsible for a wide range of administrative duties that ensure the smooth day-to-day operations of a financial planning practice. This is an excellent opportunity to gain hands-on experience in the financial services industry and learn about the behind-the-scenes processes that support high-net-worth clients.

Key Responsibilities:

  • Provide dedicated administrative support to the Senior Financial Consultant
  • Maintain and update client records in the database with accuracy
  • Source and compare general insurance quotations
  • Assist with day-to-day administrative tasks, including document preparation, form filling, and appointment scheduling
  • Ensure timely and organized handling of all tasks to meet the consultant's workflow and priorities

What You'll Gain:

  • Exposure to the financial planning industry and services for high-net-worth individuals
  • Insight into operational and administrative processes that support professional financial consulting
  • Development of relevant administrative and organizational skills in a dynamic environment

Requirements:

  • Entry-level cadidates are welcome
  • Singaporean and Permanent Residents ONLY
  • Eagerness to learn and grow in a professional setting
  • High attention to detail and strong organizational skills
  • Proficient in Microsoft Office applications (Word, Excel, Outlook)
  • Able to manage multiple tasks efficiently and independently
  • Prior experience in administrative roles or familiarity with insurance operations is a plus, but not mandatory

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