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Job Description:
(1) Financial Management
Monthly meetings to cover the following for CFO&EV (covers both Finance and Risk & Compliance):
1. Pipeline management - review pipeline opportunities in Salesforce, helping us to follow-up with the Account PMO team to ensure updates are effected in the system
2. Sales & Revenue tracking - review overall Sales & Revenue progress against budget
(2) Secretarial Support (Scheduling & OPE management)
. Manage MD calendars, and ensure both our client account calendars are in sync.
. Arrange our F2F meetings as efficiently as possible
. Manage our timesheets & expenses
. Manage our visitor clearances like building & wifi access etc
(3) Events Management
. Regular team meetings - organize the logistics for our monthly team meetings (i.e. confirming location, arranging lunch/refreshments), working closely with the Managers who are helping us curate the content:
1. CFO&EV - monthly Finance + Risk & Compliance team meetings
2. DRC - monthly risk & compliance team meetings
. Ad-hoc events - these will include client-facing events like Roundtables, Workshops, partnership events with vendors etc.
Date Posted: 08/09/2025
Job ID: 125763081