Pinnacle Wealth Advisory – Branch / Personal Assistant

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. 

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