Personal Assistant

3 days ago

Anson Road, Singapore Wealth For Generations Pre Ltd Full time

**Hiring: Personal Assistant to Support a Financial Services Manager**

Are you highly organized, detail-oriented, and looking for a dynamic role in financial services? I’m looking for a **Personal Assistant** to join my team and help me streamline operations, manage client interactions, and handle important daily tasks.
**About the Role**:
As my **Personal Assistant**, you will play a crucial role in ensuring smooth day-to-day operations, handling paperwork with precision, and communicating effectively with clients. Your role will involve administrative support, coordination, and assisting in financial planning processes. ✨

**What You’ll Be Doing**:
**Administrative & Paperwork Management**:

- Ensure accuracy in handling financial documents, contracts, and reports.
- Organize and maintain records, schedules, and client files.

**Client Communication & Coordination**:

- Professionally liaise with clients, scheduling meetings and managing inquiries.
- Provide timely updates and follow up on outstanding documents or tasks.
- Ensure all communications are clear, professional, and client-focused.

**Daily Operational Support**:

- Assist in planning and organizing daily tasks efficiently.
- Help manage schedules, reminders, and workflow.
- Support with ad-hoc tasks to ensure business efficiency.

**What I’m Looking For**:
Meticulous and detail-oriented - Accuracy is **non-negotiable.**
Strong communication skills - Able to speak and write professionally.
Highly organized - Can juggle multiple tasks and stay on top of deadlines.
Proactive problem solver - Can anticipate needs and take initiative.
Experience in financial services or administrative roles is a **bonus.**

**Salary & Benefits**:

- Opportunity to work in a professional financial advisory environment.
- Exposure to grow through high-net-worth client interactions and financial planning strategies.
- A dynamic and rewarding role with growth potential.

**How to Apply**:
If you are a team player, meticulous, organized, and have a keen eye for detail, I’d love to hear from you

Proficiency in English and Mandarin is required.

Let’s build something great together

Pay: From $2,500.00 per month

Schedule:

- Monday to Friday

**Education**:

- GCE 'A' Level or equivalent (required)

**Experience**:

- Personal assistant: 2 years (preferred)

Work Location: In person

Expected Start Date: 04/08/2025

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