Andrea Wealth Design provides financial services in terms of insurance and investment planning. We specialise in providing tailor-made solutions for our clients. We represent 90 trusted financial partners and are committed to our client-centric philosophy. We believe that every client deserves not just the best advice, but also the most ideal advisory experience tailored to suit them.
I need someone to help me to do form filling and recommendation work for me. Other duties include prospecting and follow up with my client base and help with ad hoc admin work. Training will be provided and the person will work closely with me. I will need data entry work as well. I prefer to have some one who used to be in the insurance or investment sector. Perfer an ex agent or consultant. Pay can be worked out on a weekly or mthly basis. I need someone creative and detailed.
Wealth Management Personal Assistant
Career Job Scope
-Clients Financial Portfolio Summary Compilation
-Policy Illustration Comparison
-Clients Portfolio Recommendation
-Clients Details Compilation
-Arrange Annual Review with Clients
-Online Research Work
-Assistance in PowerPoint slides
-Form Filling / Data Entry
-Social Media Ads Prospects Follow Up
-Webinar Registration
Requirements
- Singaporeans or PRs only
- Above 18 Years of Age
- Someone who worked in Insurance/Finance/Investment Sector previously will be Preferred
- Candidates with No Experience are Welcome to Apply as well
Have own laptop and familar with the following programs:
- microsoft office, excel, word, powerpoint, canva, adobe fill and sign.
- photoshop and video editing tools will be added advantage.
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Andrea Wealth Design - Designation:
Personal Assistant - Profession:
Banking / Finance - Industry:
Finance - Location:
Yishun