Remote PA for Financial Advisor | Admin & Client Support

recruitSG; Singapore; Remote; SGD 6,696 - 11,160; Full time

Job summary

recruitSG is seeking a reliable Remote Personal Assistant to support a Financial Advisor in Singapore with various administrative tasks. The ideal candidate should be detail-oriented and comfortable with structured support work, managing responsibilities such as updating financial portfolios and client communications.

This role requires excellent communication skills in English and experience in admin support, preferably within the financial services sector. Working hours are Monday to Friday, 10 AM to 7 PM Singapore Time.

Qualifications

• Experience supporting an individual contributor or small team is preferred.
• Able to manage multiple tasks, deadlines, and changing priorities effectively.
• Receptive to feedback with a good work ethic.

Responsibilities

• Update and maintain clients’ financial portfolio consolidations using Excel.
• Communicate with clients regarding updates and ongoing matters.
• Handle data entry, document review, and administrative tracking.

Skills

Prior experience in admin support

Familiarity with policy documents

Strong customer service skills

Excellent spoken and written English

Meticulous and organised

Tools

Excel

Google Sheets

Job description

recruitSG is seeking a reliable Remote Personal Assistant to support a Financial Advisor in Singapore with various administrative tasks. The ideal candidate should be detail-oriented and comfortable with structured support work, managing responsibilities such as updating financial portfolios and client communications.

This role requires excellent communication skills in English and experience in admin support, preferably within the financial services sector. Working hours are Monday to Friday, 10 AM to 7 PM Singapore Time.