Financial Services Personal Assistant & Ops Coordinator

Virtus Insignia (A Team under Infinity Financial Advisory); Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial services team in Singapore is seeking an experienced Personal Assistant to provide essential support for daily operations and administration. The ideal candidate should have 2-3 years of experience in financial advisory, with strong organizational and communication skills. Proficiency in MS Office and Google Workspace is essential, and familiarity with video-editing tools is a plus. This role is perfect for someone proactive and resourceful, who can thrive in a fast-paced environment.

Qualifications

• Minimum 2-3 years experience in financial advisory, insurance or investment-related support roles.
• Strong working knowledge of financial products and compliance processes.
• Excellent organization and multitasking skills.

Responsibilities

• Assist Manager with daily activities and operations.
• Coordinate tasks and provide administrative support.
• Maintain professionalism and confidentiality in communications.

Skills

Financial product knowledge

Proactive communication

Time management

Multitasking

Resourcefulness

Tools

MS Office

Google Workspace

Canva

CapCut

Job description

A financial services team in Singapore is seeking an experienced Personal Assistant to provide essential support for daily operations and administration. The ideal candidate should have 2-3 years of experience in financial advisory, with strong organizational and communication skills. Proficiency in MS Office and Google Workspace is essential, and familiarity with video-editing tools is a plus. This role is perfect for someone proactive and resourceful, who can thrive in a fast-paced environment.