This job post is managed by
Prelit Advisory Group
Last active a year ago
Job description for Personal Assistant (Financial Services) at Prelit Advisory
Client Servicing:
- Assisting to submit and follow up on client queries (customer servicing, claims etc)
- Preparation of proposals for client
- Helping to set up business review appts with clients and new clients
- Brainstorming ways to keep clients engaged
- Any adhoc administrative work
Administrative support:
- Prepare and process expense reports, invoices, and other financial documents.
- Maintain and update client, candidate, and employee databases.
- Assist in the preparation of reports and presentations for internal and external meetings.
- Minutes Taking
Work Arrangement
- Hybrid (2-3 times in office and the rest based on deliverables via remote)
Requirements:
- Min aged 21 and above
- Not on any scholarships/bonds
- Min "A" level or local diploma
Skills Required:
- Exceptional and effective verbal and communication skills
- Active listener and effective communicator
- Meticulous and thoughtful
What we’re looking for in you:
- Desire to learn and adapt
- Effective team player
- Do have an interest/hobbies
- Take ownership over your work
- Organized and detail-oriented
- Displayed ability to excel under pressure
About the company
Prelit advisory is a group of financial planners representing Great Eastern Life. We specialise in providing bespoke financial solutions such as insurance & investments to the unique needs of our clients.
