Executive Personal Assistant for Financial Advisor

Recruit Express Pte Ltd; Singapore; On-site; SGD 36,000 - 58,000; Full time

Job summary

Recruit Express Pte Ltd in Singapore is seeking a capable Personal/Executive Assistant to support a Financial Advisor with daily administrative tasks and event coordination. You will manage calendars, prepare materials, and liaise with clients and internal teams to ensure smooth operations.

The role requires a Diploma or Degree with 3 years of secretarial/admin experience, an insurance background is a plus, and the ability to work after hours for events.

Qualifications

• Diploma or Degree in any field with 3 years of secretarial/admin support experience.
• Insurance background (former Financial Advisors welcome to apply).
• Possess initiative and ownership.
• Able to support beyond office hours during events (paid or OIL).
• Comfortable dealing with HNW 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

Job description

Recruit Express Pte Ltd in Singapore is seeking a capable Personal/Executive Assistant to support a Financial Advisor with daily administrative tasks and event coordination. You will manage calendars, prepare materials, and liaise with clients and internal teams to ensure smooth operations.

The role requires a Diploma or Degree with 3 years of secretarial/admin experience, an insurance background is a plus, and the ability to work after hours for events.