Wealth United SG – Executive Assistant

Wealth United SG is a financial advisory agency operating under Singlife Financial Advisers, adhering to strong standards of professionalism and client-focused service. The agency provides personalized financial advice, portfolio management, and a range of professional services tailored to individual and business needs. Its approach is holistic, focusing on long-term strategies that support wealth accumulation, protection, and retirement planning across different life stages. With a disciplined, research-driven methodology, Wealth United SG designs and manages diversified portfolios while helping clients navigate risk and changing market conditions. Committed to trust and integrity, the agency aims to be a reliable partner in guiding clients toward sustainable financial growth and informed decision-making.

Roles & Responsibilities

Calendar Management — Maintain and organise the manager’s schedule, coordinate meetings, and manage appointments across platforms.

Reminders & Follow-Ups — Send timely reminders for upcoming appointments, deadlines, and important events.

Email & WhatsApp Correspondence — Handle and reply to emails and WhatsApp messages on behalf of the manager in a prompt and professional manner.

Printing & Filing — Assist with document printing, scanning, and maintaining an organised physical and digital filing system.

General Administrative Support — Provide day-to-day admin assistance, including data entry, preparation of basic documents, and ad-hoc tasks as required.

Commitment: 15–20 hours per week

Work Arrangement: Hybrid (WFH + In-Office)