Elite Personal Assistant to a Financial Advisor

Recruit Express Pte Ltd; Singapore; On-site; SGD 36,000 - 60,000; Full time

Job summary

Recruit Express Pte Ltd is seeking an organized personal/administrative assistant to support a Financial Advisor in Singapore. Your responsibilities include managing calendars, coordinating meetings, and liaising with clients and internal teams to ensure smooth operations.

You will assist with travel, event planning, and the preparation of materials, while handling ad hoc tasks and ensuring timely follow-ups.

Qualifications

• Diploma or degree with secretarial/admin support experience.
• Insurance background helpful (ex Financial Advisor applicants welcomed).
• Take initiative and show ownership of tasks.
• Available to support beyond office hours when there are events (payable or OIL).
• Comfortable dealing with high-net-worth clients.

Responsibilities

• Provide day-to-day personal and administrative support to the Financial Advisor.
• Manage the FA’s calendar, appointments, and meeting schedules.
• Coordinate meetings and liaise with clients, partners and internal teams.
• Assist in preparing documents, presentations and meeting materials.
• Follow up on client appointments, enquiries and required documents.
• Assist with travel arrangements, event schedules and other logistics when required.
• Support the planning and coordination of client events, seminars and networking sessions.
• Be on-site during events to assist with registration, coordination and event arrangements.
• Handle ad hoc administrative tasks and support the FA with daily operations.
• Work closely with the FA to ensure smooth coordination of client and business matters.

Education

Diploma or Degree Holder with 3 years of Secretarial / Admin Support experience

Job description

Recruit Express Pte Ltd is seeking an organized personal/administrative assistant to support a Financial Advisor in Singapore. Your responsibilities include managing calendars, coordinating meetings, and liaising with clients and internal teams to ensure smooth operations.

You will assist with travel, event planning, and the preparation of materials, while handling ad hoc tasks and ensuring timely follow-ups.