Personal Assistant/Admin

Credence Singapore; Singapore; On-site; SGD 36,000 - 60,000; Full time

Benefits offered by this job

Basic salary

Performance incentives

Job summary

Credence Singapore is seeking a friendly, organised assistant to support our day-to-day practice of financial consultants. You will manage calendars, schedule appointments, arrange meetings with clients, and follow up via phone, WhatsApp, and Email to ensure satisfaction.

You should be able to communicate well in English; Mandarin is a plus. The role involves admin duties like updating client records and data entry, with a basic salary plus incentives in a supportive team environment.

Qualifications

• Experience handling client interactions and schedules.
• Clear written and spoken English communication.
• Highly organised with attention to detail.
• Mandarin ability considered a plus.

Responsibilities

• Manage consultants' calendars and schedule appointments.
• Arrange meetings with current and prospective clients, including referrals.
• Follow up with clients by phone, WhatsApp, and Email.
• Keep in touch regarding reviews, renewals, and events.
• Handle admin tasks like updating client records and data entry.

Skills

Customer service experience

Organised

Communication skills

Mandarin a plus

Job description

We're a growing team of financial consultants looking for a friendly, organised assistant to support our day-to-day practice.

What you'll do

• Manage the consultants' calendars and schedule appointments.
• Arrange meetings with existing and new clients, including referrals and enquiries
• Follow up with and remind clients by , by phone, WhatsApp, Email.
• Keep in touch with clients about reviews, renewals and upcoming events.
• Handle admin work, including updating client records and data entry.

What we're looking for

• Warm, confident phone manner. Able to speak to people, including those you haven't met before.
• Have prior experience in customer service, or client-facing role is an advantage
• Organised and detail-oriented.
• Good spoken and written English (Mandarin is a plus)

What we offer

• Basic salary + attractive performance incentives
• A supportive team environment and growth opportunities