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 jessie@recruitexpress.com.sg Jessie Hoe Huey Miin CEI Reg No. R1103861 EA Lic: 99C4599