About WealthVisor:
WealthVisor is a dynamic financial services company dedicated to providing personalised wealth management solutions to our clients. With a commitment to excellence and innovation, we strive to empower individuals and businesses to achieve their financial goals. Our team consists of seasoned professionals who are passionate about delivering exceptional service and fostering long-term relationships with our clients.
Personal Assistant (Part-time)
Job Highlights
Work-Life Balance
Flexibility
Family-oriented culture
Job Description
Hey there! We are looking for an enthusiastic Personal Assistant to join our rapidly expanding family. As the Personal Assistant, you will be responsible for assisting our Sales Team with backend duties and events.
We're on the lookout for an open-minded individual who is a team player with exceptional communication skills, has a knack for overcoming challenges. Need to be Meticulous, Responsible & Responsive
Duties & Responsibilities
Data Entry
Birthday Card Writing
Help with Events
Doing of Slides via Canvas
Some Simple Calling to Existing Clients
Doing up of Reports
Requirements
Excellent communication and interpersonal skills
Ability to work independently and with a team
Committed & Hardworking
Highly organized with excellent time management skills
Ability to manage multiple projects and priorities
Open to opportunities and challenges
Open-minded and driven
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