About the Role
Looking for more than just a desk job Join a fast-paced financial consulting practice where no two days are the same. We are seeking a sharp, dependable, and highly organised Personal Assistant who can keep things running smoothly behind the scenes while delivering a professional, client-ready experience at all times.
If you enjoy working in a dynamic environment, take pride in being one step ahead, and can handle confidential matters with maturity and discretion, this role could be a great fit for you.
What You'll Be Doing
Calendar & Daily Operations
- Manage a busy schedule of client meetings, reviews, and internal appointments
- Coordinate calls, reminders, and follow-ups to ensure nothing slips through
- Arrange travel bookings, meeting logistics, and itineraries when required
Client Support & Coordination
- Act as a key point of contact for clients, ensuring prompt and professional responses
- Support onboarding of new clients (documentation, reminders, basic checks)
- Maintain accurate and up-to-date client records in internal systems
Administrative & Financial Support
- Assist in preparing presentation materials, reports, and proposals
- Organise confidential documents, contracts, and financial records
- Support simple tracking of expenses, invoices, and payments
General Support
- Anticipate needs and proactively handle ad hoc tasks
- Liaise with internal teams, insurers, or external partners where required
- Ensure smooth day-to-day operations of the consultant's workflow
What We're Looking For
- Diploma or higher qualification preferred.
- Prior experience as a Personal Assistant, Executive Assistant, or admin support role
- Strong organisational skills with the ability to multitask in a fast-paced setting
- Good communication skills (spoken and written)
- Comfortable handling confidential information with discretion
- Proficient in Microsoft Office and common workplace tools
Bonus If You Have
- Experience in financial services / insurance / wealth management
- Basic understanding of financial products and documentation
Why Join Us
- Exposure to the financial consulting industry and client advisory work
- Opportunity to build strong organisational and client management skills
- Close-knit working environment with direct mentorship
- Stable, long-term role with growth potential
Who This Role Suits
This role is ideal for someone who is:
- Meticulous and dependable
- Comfortable handling responsibility independently
- Responsive and able to adapt quickly
- Professional when dealing with clients
Interested applicants, please write in through Jobsbank with detailed resume in MS Words format.
EA License Number:R1876699
Please Provide:
1) Availability
2) Current/ Expected salary
3) Reasons for leaving previous employments
We regret that only shortlisted candidates will be notified.
