One Degree Alliance – Personal Assistant of Financial Director

Company
One Degree Alliance
gmail.com
Designation
Personal Assistant of Financial Director
Date Listed
06 Nov 2017
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
Immediate Start, For At Least 3 Months
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
8 Shenton Way AXA tower #15-02
Allowance / Remuneration
$400 - 700 monthly
Company Profile

One degree alliance is the only company you will ever need to manage all your finances. The service we provide includes Business solution, Personal finance, Seminars-workshops, Estate planning, Insurance and investment. Utilizing our network, we work with our clients to develop a long term, all-encompassing financial strategy to maximize their financial power. This is achieved by incorporating the best in market solution, insurances and investments.

Job Description

Assist Financial Director to do admin work. 

- contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;

- conducting in-depth reviews of clients' financial circumstances, current provision and future aims; - analyzing information and preparing plans best suited to individual clients' requirements; - completing risk analyses;

- researching the marketplace and providing clients with information on new and existing products and services;

- designing financial strategies;

- assisting clients to make informed decisions;

- researching information from various sources, including providers of financial products;

- reviewing and responding to clients changing needs and financial circumstances; - promoting and selling financial products to meet given or negotiated sales targets;

- negotiating with product suppliers for the best possible rates;

- liaising with head office and financial services providers;

- liaising with other professionals, such as estate agents, solicitors and valuers;

- keeping up to date with financial products and legislation;

- plan and set up financial talks and seminar - producing financial reports;

- contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;

- meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised product

This position is already closed and no longer available.  You may like to view the other latest internships here.

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