We are seeking a dedicated and proactive Personal Assistant to work in a Finance Advisory Industry. If you are an organised individual looking for a dynamic work culture, we encourage you to apply.

Job Description

Administrative Support:

• Organizing & preparing documentation for presentations and meetings.
• Monitor and track expenses & assist with budget management.
• Travel arrangements & manage logistics for business trips or conferences.

Client onboarding & communication:

• Assist in the onboarding of new clients by gathering necessary documentation & ensuring a seamless transition into our services.
• Act as the primary point of contact between the consultant and clients, handling phone calls, emails, and scheduling appointments.
• Accurately enter and update client information in our CRM system, ensuring that records are up-to-date.

Team support:

• Assist in the onboarding of new financial consultant by gathering necessary documentation & preparatory work.
• Track and disseminate between consultant and manager, handling advisory training and performance reviews.
• Foster a dynamic and vibrant team energy by innovating and executing quality of life measures for the team.

• Minimum education requirement is an ITE (Institute of Technical Education) qualification or its equivalent.
• Good communication skills, both written and verbal. Proficiency in both Chinese & English.
• Basic computer skills, including familiarity with Microsoft Office Suite (Word, Excel, PowerPoint).
• Basic design knowledge for presentation slides (Canva) & social media (instagram,linkedin)
• A proactive, can-do attitude and the ability to work independently while also being a team player.