Advisors' Clique is a group of financial consultants representing Great Eastern Financial Advisers Pte Ltd. We believe that a successful life is a planned journey, not just a destination – an adage we adhere to with our clients and our associates. We believe in constantly evolving to be ahead of the curve; for in doing so, then can we be progressive leaders in the FP industry. Only then can we serve our clients well. Only then can we keep our promise to all who share the same goals and values system to bring them to greater heights of a well worth journey. We believe in being committed. We are committed to delivering the best financial advice and practices to our clients. Because your DREAMS matter. We are committed to our dedication towards the continued growth of a positive, long lasting relationship with all associates served by us. Because TEAM matters. Last but not least, we believe that traditional values are equally if not more important than professional values in our fast-paced, ever-changing financial landscape. We thus focus on understanding and preserving a set of values with the aim to: - achieve sound financial objectives for our clients; & - ensure that every member that the distribution group strives to serve, continues to do what is best for the team. These are Advisors’ Clique’s 7 core values that we hold steadfast to, as a beacon in our quest, in our philosophy – that YOU matter.
Location: Raffles Place/Chinatown
Working arrangements: 4 hours per day, 5 working days
Min commitment period: 4 months
Salary: $12/hour
I am looking for a Part-Time Administrative Assistant for Financial Service Manager.
Task Description:
- Assist Financial Service Manager with administrative tasks
- Utilize Canva and Microsoft Excel for creating reports and presentations
- Communicate effectively through written and verbal channels
- Provide entry-level support for various office duties
Portfolio Handling:
- Client support for existing clients
- Updating clients on premiums or notices from company
- Investment Updates (Training Provided)
Recruitment:
- Incentives provided for recruitment sourcing.
- Arranging interviews.
Skills and Experience Required:
- Proficiency in Canva and Microsoft Excel
- Entry-level experience.
- No prior working experience required.
- Willing to learn finance and management skills.
- Strong written and verbal communication skills.
- Have strong organisational skills
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