Personal Assistant – Financial Consulting Practice

Are you looking for a role that goes beyond traditional administrative work? Join a dynamic financial consulting practice where every day brings new opportunities to make an impact.

We are seeking a highly organised, proactive, and dependable Personal Assistant to provide comprehensive administrative and operational support. This role is ideal for someone who thrives in a fast-paced environment, exercises sound judgment, and takes pride in delivering an exceptional client experience while managing confidential matters with professionalism and discretion.

Key Responsibilities

Calendar & Executive Support

• Manage a complex schedule of client meetings, reviews, and internal appointments.

• Coordinate calls, reminders, follow-ups, and meeting logistics to ensure seamless daily operations.

• Arrange business travel, accommodation, and detailed itineraries when required.

Client Relationship & Administrative Support

• Serve as a professional point of contact for clients, responding promptly to enquiries and coordinating appointments.

• Support the onboarding of new clients, including documentation, scheduling, and administrative follow-ups.

• Maintain accurate and up-to-date client records within internal systems while ensuring data integrity and confidentiality.

Documentation & Financial Administration

• Assist in the preparation of presentations, reports, proposals, and meeting materials.

• Organise and maintain confidential documents, contracts, and financial records.

• Support the tracking of business expenses, invoices, and payment records.

Operational Coordination

• Anticipate operational needs and proactively resolve administrative matters before they arise.

• Liaise with internal teams, insurers, financial institutions, and external partners to facilitate smooth business operations.

• Provide ad hoc administrative and operational support to ensure the consultant's workflow remains efficient and well organised.

Requirements

• Diploma or higher qualification preferred.

• Excellent organisational and time management skills with the ability to manage multiple priorities effectively.

• Strong verbal and written communication skills.

• High level of professionalism, integrity, and discretion when handling confidential information.

• Proficiency in Microsoft Office applications and common workplace productivity tools.

Preferred Qualifications

Candidates with any of the following will have an added advantage:

• Experience in the financial services, insurance, or wealth management industry.

• Basic understanding of financial products, advisory processes, and client documentation.

• Familiarity with CRM systems or client management platforms.

Why Join Us

• Gain valuable exposure to the financial consulting and wealth advisory industry.

• Work closely with an experienced consultant in a collaborative and supportive environment.

• Develop strong client relationship management, organisational, and business operations skills.

• Enjoy a stable, long-term career with opportunities for professional growth and increased responsibility.

Who We're Looking For

We're looking for someone who is:

• Highly organised and detail-oriented.

• Dependable, accountable, and able to work independently.

• Adaptable and responsive in a fast-moving environment.

• Professional, courteous, and client-focused in every interaction.

• Proactive, resourceful, and committed to delivering work of the highest standard.

Interested applicants, please write in through Jobsbankwith detailed resume in MS Words format.

EA License Number:R1876699

Please Provide:

1) Availability
2) Current/ Expected salary
3) Reasons for leaving previous employments

We regret that only shortlisted candidates will be notified.