Executive Assistant & Portfolio & Client Support

Advisors’ Clique; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A financial advisory firm in Singapore is seeking an Executive Assistant (Para Planner) to support the Founder and Executive Senior Director. The role includes managing client portfolios, providing administrative support, and handling various projects. Ideal candidates should have a degree in relevant fields and strong analytical skills. Proficiency in Microsoft Excel is essential as you will conduct financial analysis and prepare presentations. Join a dynamic team and contribute to effective client servicing and operations.

Qualifications

• Degree in Accountancy, Business, Banking and Finance or equivalent.
• Prior experience in the Insurance and Banking industry is an advantage.
• Strong analytical skills and attention to detail.

Responsibilities

• Prepare and maintain accurate client portfolio summaries.
• Provide excellent support to clients, addressing queries.
• Conduct analysis and calculations for presentation materials.

Skills

Analytical skills

Communication

Organizational skills

Proficiency in Microsoft Excel

Project management

Education

Degree in Accountancy, Business, Banking and Finance

Tools

Microsoft Excel

MS Office

Job description

A financial advisory firm in Singapore is seeking an Executive Assistant (Para Planner) to support the Founder and Executive Senior Director. The role includes managing client portfolios, providing administrative support, and handling various projects. Ideal candidates should have a degree in relevant fields and strong analytical skills. Proficiency in Microsoft Excel is essential as you will conduct financial analysis and prepare presentations. Join a dynamic team and contribute to effective client servicing and operations.