About the Role

Looking for more than just a desk job? Join a fast-paced financial consulting practice where no two days are the same. We are seeking a sharp, dependable, and highly organised Personal Assistant who can keep things running smoothly behind the scenes while delivering a professional, client-ready experience at all times.

If you enjoy working in a dynamic environment, take pride in being one step ahead, and can handle confidential matters with maturity and discretion, this role could be a great fit for you.

What You’ll Be Doing

Calendar & Daily Operations

• Manage a busy schedule of client meetings, reviews, and internal appointments
• Coordinate calls, reminders, and follow-ups to ensure nothing slips through
• Arrange travel bookings, meeting logistics, and itineraries when required

Client Support & Coordination

• Act as a key point of contact for clients, ensuring prompt and professional responses
• Support onboarding of new clients (documentation, reminders, basic checks)
• Maintain accurate and up-to-date client records in internal systems

Administrative & Financial Support

• Assist in preparing presentation materials, reports, and proposals
• Organise confidential documents, contracts, and financial records
• Support simple tracking of expenses, invoices, and payments

General Support

• Anticipate needs and proactively handle ad hoc tasks
• Liaise with internal teams, insurers, or external partners where required
• Ensure smooth day-to-day operations of the consultant’s workflow

What We’re Looking For

• Diploma or higher qualification preferred.
• Prior experience as a Personal Assistant, Executive Assistant, or admin support role
• Strong organisational skills with the ability to multitask in a fast-paced setting
• Good communication skills (spoken and written)
• Comfortable handling confidential information with discretion
• Proficient in Microsoft Office and common workplace tools

Bonus If You Have

• Experience in financial services / insurance / wealth management
• Basic understanding of financial products and documentation

Why Join Us

• Exposure to the financial consulting industry and client advisory work
• Opportunity to build strong organisational and client management skills
• Close-knit working environment with direct mentorship
• Stable, long-term role with growth potential

Who This Role Suits

This role is ideal for someone who is:

• Meticulous and dependable
• Comfortable handling responsibility independently
• Responsive and able to adapt quickly
• Professional when dealing with clients

Interested applicants, please write in through Jobsbank with detailed resume in MS Words format.

EA License Number:R1876699

Please Provide:

1) Availability
2) Current/ Expected salary
3) Reasons for leaving previous employments

We regret that only shortlisted candidates will be notified.