Personal Assistant #InsuranceIndustry (Urgent) #NJH

Recruit Express Pte Ltd

Singapore

On-site

SGD 60,000 - 90,000

Full time

14 days+

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Job summary

Recruit Express Pte Ltd is seeking a capable Personal Assistant to the Financial Advisor in Singapore. You will provide daily personal and administrative support, manage the FA’s calendar, and prepare documents and presentations for client engagements.

Responsibilities include coordinating meetings with clients and internal teams, assisting with travel and event logistics, and providing on-site support during events to ensure smooth client experiences.

Qualifications

  • Diploma or degree with at least 3 years in secretarial/admin support.
  • Insurance background preferred; experience with FA advantageous.
  • Willing to work beyond office hours during events.

Responsibilities

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

Skills

Secretarial experience
Client relationship handling
Event coordination
Calendar management

Education

Diploma or Degree in Secretarial/Admin
Insurance background

Job description

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.
Requirement:
  • Diploma or Degree Holder with 3 years of Secretarial / Admin Support experience
  • Insurance background (ex Financial Advisor are welcome to apply!)
  • Possess initiative, ownership
  • Able to support beyond office hours when there is event (payable or OIL)
  • Comfortable dealing with HNW clients
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