Personal Assistant

**Company Profile**

Established in 2008, PaceSetters Organisation (PSO) is a Singapore-based financial consultancy firm specialising in the insurance industry, comprising a dedicated team of over 150 financial consultants and staff. Recognised as one of the fastest-growing and most dynamic organisations in the sector, PSO positions itself as an “incubator of dreams” and a “home to individuals of change,” fostering a family-centred and growth-oriented environment.

Guided by its core values of sharing willingly, caring genuinely, selling ethically, and dreaming impossibly, PSO is committed to nurturing individuals into competent and ethical financial professionals through comprehensive training, mentorship, and leadership development programmes. The organisation’s culture promotes innovation, collaboration, and an entrepreneurial mindset, offering career opportunities that inspire consultants to think strategically, act purposefully, and achieve both personal and professional excellence within a supportive and dynamic environment.
**- Responsibility -**
- Coordinate **client meetings, appointments, and calls** for financial consultants, ensuring schedules are effectively managed.
- Set **reminders and follow up** on key consultant tasks, ensuring deadlines are met.
- Prepare and maintain **client documentation, reports, and policy follow-ups**. Support consultants by creating **presentation decks, proposals, and marketing materials** using **Canva** and Microsoft Office tools.
- Assist in **data entry, record keeping, and maintenance** of client databases and digital filing systems.
- Handle **administrative and bookkeeping tasks**, including expense tracking, invoice processing, and financial recordkeeping.
- Maintain accurate and up-to-date **corporate and client records**, ensuring proper documentation and file organisation.
- Assist in **planning and coordinating events** such as client appreciation gatherings, seminars, and internal team functions.
- Handle all duties with **discretion and confidentiality**, particularly when dealing with sensitive client and financial information.
**- Skills and attribute we valued** **-**
- Excellent **organisational and time management skills**, with the ability to prioritise and handle multiple tasks effectively under pressure.
- Strong **written and verbal communication skills**, with a professional and client-focused approach.
- Proficient in **Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)**, **Google Workspace**, and **Canva** for design and presentation purposes.
- **Creative eye for detail** with the ability to design visually appealing materials using Canva.
- High level of **discretion and confidentiality** when handling sensitive client information.
- **Proactive, resourceful, and adaptable** in a fast-paced and dynamic work environment.
- Strong **interpersonal skills** and a collaborative mindset.
- Basic understanding of **financial products, insurance services, or CRM systems** is an advantage.
- Knowledge of **data visualisation or presentation tools** will be a plus.
- A team player who is **organised, detail-oriented, and tech-savvy**.
**- Benefits of joining us** **-**
- Open concept layout office located near Novena MRT.
- Convenient access to various amenities such as restaurants, cafes, retail shops, banks, and fitness centers.
- Fun and Inspiring work culture.
- We encourage creativity and thinking out of the box.
- Exposure to the financial industry.
**- Eligibility -**
- A level, Diploma or Degree in Business Administration, Office Management, Finance, or an equivalent academic qualification
**- Work Hours -**
- Enjoy a balanced full-time role, Monday to Friday, 9:30 AM - 6:00 PM.
- Part-Timers are welcome too

**Job Types**: Full-time, Part-time, Internship

Pay: From $2,500.00 per month

Work Location: In person