Personal Assistant

Planners Inc

$2,000 - 2,400/Month

Administrative & HR

Full-Time · Hybrid

Minimum Post-Secondary

1 - 3 years of experience

This job post is managed by

Zheyuan ZHANG

Job Requirements

Hybrid

1 - 3 years of experience

Minimum Post-Secondary

Job Benefits

Remote work options

Annual Leave

Team-building events

Career Path

Flexible Hours

Job description for Personal Assistant at Planners Inc

We're looking for the perfect Executive Personal Assistant to help elevate our team to a whole new level! As our business and team are both growing rapidly, we need your help in order to scale our business further.

This job entails:

1. Administrative & Operation Tasks - This includes ironing out issues to do with clients' claims, premium payments, underwriting issues, onboarding of clients, etc

2. Social Media Marketing - This includes helping to craft social media posts and captions

3. Events & Campaigns - This includes assisting with the planning and execution of financial literacy workshop, recruitment webinars and client appreciation events

4. Financial Planning Report - This includes basic data entry of financial reports for clients

The job entails a hybrid of working from office (Mon & Wed) and home (Tue, Thu, Fri). The working hours is 10am to 12noon (12-1pm: 1 hour break) followed by 1pm to 7pm. We're looking for someone who can bring value to our team and business! We look forward to having like-minded individuals join our work family.

This role includes performance bonus and 1 month probation period.

Interview process

Planners Inc

Financial Services

11 - 50 employees

Planners Inc is a financial consulting firm, representing the leading financial institution in South East Asia. We are also a founding partner of The Confidant Group, one of the leading agency alliances in Singapore.

We are a trusted adviser to successful professionals and business owners, helping tackle and solve 2 of the biggest challenges a professional faces in daily life today.

One, limited resources. It's the economics of personal wealth, limited resources, unlimited wants.

We help successful professionals and business owners achieve efficient and effective allocation of their financial resources. With our Financial Waterfall Money Management Methodology, we help balance current consumption with delayed gratification and turn their worries about the future into certainty and in so doing, accelerate getting clients to financial independence earlier.

Two, finding great satisfaction and deep meaning and fulfillment in our chosen professions.

We are obsessed about personal and professional growth; and developing the kind of environment, culture and standards for top performers to thrive in. We help people figure out their purposes in life. We help our clients and associates achieve not just success, but fulfillment and ikigai.

“Be Assured. Be Future Confident.” is our firm’s slogan and mission. Our partners trust in us to provide certainty and clarity, and in so doing, assurance in life and confidence in their futures.

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