Personal Assistant to Financial Advisers

2 weeks ago


Downtown Core, Singapore IPP Financial Advisers Pte Ltd Full time $13,200 - $60,000 per year

Key Responsibilities

  • Manage advisers' schedules, meetings, and client follow-ups.
  • Prepare and process client forms, reports, and correspondence in English and Chinese.
  • Maintain accurate client records and ensure compliance with MAS guidelines.
  • Liaise with clients, insurers, and service providers.
  • Assist with events, marketing materials, and client communications.

Requirements

  • Diploma or equivalent; experience in financial services or admin roles preferred.
  • Strong organisational and multitasking skills.
  • Proficient in Microsoft Office and familiar with CRM tools.
  • Excellent communication skills in both English and Chinese (spoken and written).
  • Attention to detail, professionalism, and client focus.

Job Types: Full-time, Permanent

Pay: $2, $4,000.00 per month

Work Location: In person



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