Personal Assistant

2 days ago


Downtown Core, Singapore Victoire Advisory Full time

Your role will include
1. Managing client’s personal information and financial portfolio using CRM software,
2. Preparing client’s financial summary, investment analysis report, preparation of proposal and completion of sales paperwork,
3. Monitoring team sales activity, generating sales production report, BSC compliance checking, scheduling of training and meetings,
4. Organizing and managing client events,
6. Liaising with vendors and organizing delivery of collaterals and gifts for clients and consultants,
7. Documenting business account and expenses,
8. EDM, social media contents, video and marketing for social media,
9. Ad hoc administration duties

Preferably:
1. min, 3 years working experience and possess Diploma
2. meticulous, detail-oriented, efficient and fast
3. willing to learn, be trained to grow and have a heart of service
4. proficient in MS Excel, Word and Ppt
5. knowledge in Canva is preferred

**Job Types**: Full-time, Permanent

Pay: $2,800.00 - $3,500.00 per month

Work Location: In person

Expected Start Date: 01/03/2025


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