This listing was posted on The Resumator.
Personal Assistant
Description:
We are seeking a dedicated and proactive Personal Assistant to work in a Finance Advisory Industry. If you are an organised individual looking for a dynamic work culture, we encourage you to apply. Job Description Administrative Support: Organizing & preparing documentation for presentations and meetings. Monitor and track expenses & assist with budget management. Travel arrangements & manage logistics for business trips or conferences. Client onboarding & communication: Assist in the onboarding of new clients by gathering necessary documentation & ensuring a seamless transition into our services. Act as the primary point of contact between the consultant and clients, handling phone calls, emails, and scheduling appointments. Accurately enter and update client information in our CRM system, ensuring that records are up-to-date. Team support: Assist in the onboarding of new financial consultant by gathering necessary documentation & preparatory work. Track and disseminate between consultant and manager, handling advisory training and performance reviews. Foster a dynamic and vibrant team energy by innovating and executing quality of life measures for the team. Qualifications: Minimum education requirement is an ITE (Institute of Technical Education) qualification or its equivalent. Good communication skills, both written and verbal. Proficiency in both Chinese & English. Basic computer skills, including familiarity with Microsoft Office Suite (Word, Excel, PowerPoint). Basic design knowledge for presentation slides (Canva) & social media (instagram,linkedin) A proactive, can-do attitude and the ability to work independently while also being a team player. Powered by JazzHR
Company:
Recruit.com.sg PTE
Posted:
February 23 on The Resumator
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