Company
Pinnacle Wealth Advisory
fapl.sg
Designation
Branch / Personal Assistant
Date Listed
18 Mar 2022
Job Type
Entry Level / Junior Executive
Full/PermFree/ProjIntern/TS
Job Period
Immediate Start, Permanent
Profession
Admin / Secretarial
Industry
Finance
Location Name
Beach Road, The Gateway, Singapore
Work from Home
Address
150 Beach Rd, Singapore 189720
Map
Allowance / Remuneration
$2,000 - 2,950 monthly
Company Profile
Independent Financial Advisory - Pinnacle Wealth Advisory
We are in the Independent Financial Advisory space providing bespoke solutions to our client's both Corporate and Individuals alike in areas of Investments, Insurance, Mortgage and Estate Services.
Job Description
Personal Assistant (Branch)
If you've previously worked with an Insurer &/or FA Firm and administration is a skill you have and you're looking for a Group that is growing and will recognise contributors to their growth journey, do apply with us!
The role is to support the Branch Director / Wealth Advisory Director with the following:
- Liaison with 3rd Party Business Partners and End Users on documentations, claims etc
- Manage diary and schedule meetings and appointments
- Make / take dictation and minutes during Meetings
- Data Entry, Produce reports, presentations, and briefs
- Laptop, Phone with Bonuses Available, 5 Day Work Week (Hours Can Be Flexible)
For full disclosure, this opening will not lead to you becoming an Insurance Agent or FA Representative.
Requirements:
- Min A Level / Diploma
- Conversant in English & Chinese
- Must be Proficient in MS Office
This position is already closed and no longer available. You may like to view the other latest internships here.
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