Personal Assistant to Financial Advisor – Insurance (Urgent) #NJH

Responsibilities

• Provide day-to-day personal and administrative support to the Financial Advisor.
• Manage the FA’s calendar, appointments and meeting schedules.
• Coordinate meetings and liaise with clients, partners and internal teams
• Assist in preparing documents, presentations and meeting materials.
• Follow up on client appointments, enquiries and required documents.
• Assist with travel arrangements, event schedules and other logistics when required.
• Support the planning and coordination of client events, seminars and networking sessions.
• Be on-site during events to assist with registration, coordination and event arrangements.
• Handle ad hoc administrative tasks and support the FA with daily operations.
• Work closely with the FA to ensure smooth coordination of client and business matters.

Requirement

• Diploma or Degree Holder with 3 years of Secretarial / Admin Support experience
• Insurance background (ex Financial Advisor are welcome to apply!)
• Possess initiative, ownership
• Able to support beyond office hours when there is event (payable or OIL)
• Comfortable dealing with HNW clients

Interest applicants, pls email updated resume to Sign in to view email

Jessie Hoe Huey Miin

CEI Reg No. R1103861

EA Lic: 99C4599