Job description for Personal Assistant at Voyage Wealth Advisory
Are you organised, reliable, and someone who enjoys keeping things running smoothly behind the scenes? Our financial advisory division is looking for a proactive personal assistant to assist our management team and financial consultants. This is a great entry-level opportunity to learn the ropes in a fast-paced, people-focused industry.
What you'll be doing
Providing day-to-day administrative and operational support to the management team
Helping coordinate meetings, appointments, and training sessions
Booking meeting rooms and assisting with logistics for seminars, recruitment drives, and client sessions
Supporting financial consultants with documentation, submissions, and follow-ups
Updating internal records and tracking sheets (production, expenses, attendance)
Liaising with internal colleagues, vendors, and external partners
Helping prepare presentation materials, reports, and marketing collaterals such as EDMs and slide decks
Keeping records well-organised and up to date
Providing on-ground support during events and division activities
