Great Eastern Financial Advisors – Advisors’ Clique – Personal Assistant for Senior Manager

Company
Great Eastern Financial Advisors - Advisors' Clique
rep.greateasternfa.sg
Designation
Personal Assistant for Senior Manager
Date Listed
16 Jul 2024
Job Type
Entry Level / Junior Executive
Part/Temp
Job Period
Flexible Start, For At Least 4 Months
Profession
Admin / Secretarial
Industry
Insurance
Location Name
Upper Cross Street, Chinatown MRT Station (DT19), Singapore
Address
91 Upper Cross St, Singapore 058362
Map
Allowance / Remuneration
$12 hourly
Company Profile

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. 

Job Description

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

This position is already closed and no longer available.  You may like to view the other latest internships here.

Discuss this Job:

You can discuss this job on Clublance.com #career-jobs channel, or chat with other community members for free:
Share This Page