Personal Assistant - Part-Time

Join our dynamic team as a Personal Assistant and become an integral part of a fast-paced and innovative company.

We are a forward-thinking start-up in the Financial Sector, dedicated to revolutionize the how wealth management is done, through a combination of expertise, personalized attention, and a holistic approach to meeting clients' financial milestones.

As a Personal Assistant, you'll learn how to build strong relationships with our clients, drive adoption and usage of our solutions, & contribute to our success while enjoying a supportive and collaborative work environment.

Requirements

• Diploma/A-Level Equivalent & Above
• Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Fluency in both English and Mandarin to speak with Mandarin speaking clients.
• Proficiency in Excel & Canva
• Singaporean are welcome to apply for the role.

Tasks & responsibilities

• Managing complex calendars and scheduling appointments, meetings, and travel arrangements.
• Managing client accounts - claims, administrative updates, payment
• Conducting regular check-ins with clients to understand their needs, challenges, and goals.
• Organizing and prioritizing tasks to ensure deadlines are met.
• Conducting research, compiling reports, and preparing presentations as nee
• Assisting with personal tasks such as errands, reservations, and special projects
• Assisting event organisation - administrative coordination & operational management

Benefits

• Competitive salary and performance-based incentives
• Paid Company Overseas Retreats
• Collaborative and supportive work environment
• Opportunities for career growth and advancement within the company.