Advisory Group Secretary

IPP Financial Advisers Pte Ltd; Singapore; On-site; SGD 30,000 - 50,000; Full time

Job summary

IPP Financial Advisers Pte Ltd in Singapore is seeking an Advisory Group Executive to provide fast-paced, independent administrative support to the Advisory Group Partner.

You will manage scheduling, filing, and expense claims, coordinate with clients and candidates, and maintain orderly office systems while handling confidential information with discretion.

Qualifications

• Minimum O Level/ Diploma.
• Experience as a personal assistant or in a similar administrative role; experience in financial services preferred.
• Good command of spoken and written English.
• Comfortable using Apple OS / MacBook and proficient in Microsoft Office & Adobe Acrobat, Dropbox, Google Drive & Google Docs.
• Meticulous and organized; able to multitask under time pressure.
• Ability to work independently and as part of a team.
• Ability to handle confidential information with discretion.

Responsibilities

• Perform general administrative tasks such as filling in policies' submission forms, minutes taken during weekly meetings, maintaining filing systems.
• Assist in scheduling appointments with clients from marketing leads
• Assist in scheduling appointments with candidates from recruitment ads
• Procurement of office supplies as and when needed
• Communicate professionally and effectively with clients and candidates when scheduling appointments
• Assist in filing and uploading expense receipts for claims
• Other ad-hoc administrative duties

Skills

Excellent organizational skills

Multitasking

Independent worker

Team player

Discretion with confidential info

Strong English communication

Client/candidate coordination

Education

O Levels / Diploma

Tools

MacOS

Microsoft Office

Adobe Acrobat

Dropbox

Google Drive & Docs

Job description

About the role

We are looking for a fast-paced, dynamic, and independent Advisory Group Executive to support an Advisory Group Partner in IPP Financial Advisers.

Key responsibilities

• Perform general administrative tasks such as filling in policies' submission forms, minutes taken during weekly meetings, maintaining filing systems

• Assist in scheduling appointments with clients from marketing leads

• Assist in scheduling appointments with candidates from recruitment ads

• Procurement of office supplies as and when needed

• Communicate professionally and effectively with clients and candidates when scheduling appointments

• Assist in filing and uploading expense receipts for claims

• Other ad-hoc administrative duties

About you

• Minimum 'O' Level/ Diploma

• Experience as a personal assistant or in a similar administrative role; experience in financial services industry preferred

• Good command of spoken and written English for communicating over the phone

• Comfortable in using Apple OS / MacBook and Proficient in Microsoft Office & Adobe Acrobat, Dropbox, Google Drive & Google Docs

• Meticulous and organized

• Ability to work independently and as part of a team

• Ability to handle confidential information with discretion

• Ability to multitask and prioritize tasks effectively under time pressure