We are seeking a detail-oriented and proactive Business Administrative Assistant to support day-today operations within a fast-paced financial advisory environment. This role provides exposure to business operations, client servicing processes, and internal coordination within the financial services industry.
Key Responsibilities:
- Provide administrative and operational support to ensure smooth day-to-day business functions
- Use AI-powered tools (e.g., ChatGPT, Canva, NotebookLM) to summarise information and create visual materials
- Assist with documentation, data entry, and preparation of reports and presentations
- Support client servicing processes, including coordination of documentation and follow-ups. Liaise with relevant departments (e.g. Operations, Compliance, Finance) to facilitate processes
- Track and monitor submissions, ensuring accuracy and timeliness
- Support ongoing projects and process improvement initiatives
- Support social media or digital content creation. Assist in organizing group events, client events, or awards functions
- Adhoc tasks as assigned
Requirements:
- Currently pursuing a Diploma or Degree in Business, Finance, Economics, or related disciplines
- Proficient in Microsoft Excel and PowerPoint
- Detail-oriented with strong organisational skills
- Proactive, responsible, and willing to learn
- Strong communication and interpersonal skills
- Ability to manage multiple tasks and prioritise effectively
- Familiarity with AI tools (e.g. ChatGPT, Claude, Notebook LM, Canva or similar) is a plus
