Personal Assistant
1 week ago
We are looking for a highly organized and proactive **Personal Assistant** to support our Wealth Director. You will be responsible for managing clients and administrative support, coordinating and scheduling meetings, handling correspondence, and ensuring smooth day-to-day operations.
**Key Responsibilities**:
- Manage calendars, appointments, and meal reservation arrangements
- Handle confidential correspondence and documents
- Prepare presentation slides, meeting agendas, and follow-ups
- Coordinate client reviews and follow-up appointments
- Clients servicing and administrative support
- Address client inquiries and provide timely updates
- Provide personal and professional support as needed
**Requirements**:
- Strong interpersonal and communication skills
- Pleasant disposition and friendly
- Customer service-oriented mindset
- Meticulous and detail-oriented with good time management to assist Wealth Director
- Discretion and professionalism in handling sensitive information
- Proficient in Microsoft Powerpoint, Excel, Google Sheet, Canva and digital editing tools
- Prior experience in financial services or insurance is an advantage
**Why Join Us?**
- Work in a dynamic and supportive team environment
- Opportunities for growth and development
- Conveniently located office with good work-life balance
- Supportive team culture with career progression opportunities
- Gain exposure to the financial advisory and wealth management industry
**Job Types**: Part-time, Permanent, Student job
Pay: From $600.00 per month
Expected hours: No less than 12 per week
**Benefits**:
- Flexible schedule
Schedule:
- Monday to Friday
- Weekend availability
Supplemental Pay:
- Overtime pay
**Education**:
- Local Polytechnic Diploma (preferred)
Work Location: In person
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