About our Principal – Great Eastern Financial Advisers
Great Eastern Financial Advisers Private Limited is a wholly-owned subsidiary of Great Eastern Holdings Limited, a member of the OCBC Group and is licensed under the Financial Advisers Act to provide financial advisory services.”
About Our Agency Group
Advisors' Clique (AC) is a group of financial consultants representing Great Eastern Financial Advisers (GEFA). A name synonymous with dynamism, Advisors’ Clique has a team of dedicated financial consultants to provide clients with financial advisory services, risk and wealth management solutions.
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
Minimum 6 months commitment, 5 day work work, Min 5 hours a day. Work in office until after probation, option to hybrid
Related Job Searches:
- Company:
Great Eastern - Designation:
Personal Assistant for Agency Manager - Profession:
Admin / Secretarial - Industry:
Insurance