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Personal Assistant

    Personal Assistant - Singapore - RECRUIT.COM PTE. LTD.

    RECRUIT.COM PTE. LTD.
    RECRUIT.COM PTE. LTD. Singapore

    2 days ago

    Default job background
    Description
    Roles & Responsibilities

    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.
    Tell employers what skills you have

    CRM
    Microsoft Excel
    Budget Management
    Ability To Work Independently
    Travel Arrangements
    Canva
    Good Communication Skills
    Pressure
    Administrative Support
    Team Player
    LinkedIn

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