Bukit Merah - Executive Assistant / Para Planner (5 days/SG)

Executive Assistant / Para Planner to the Founder and Executive Director of Advisors Clique Collective

We are seeking an Executive Assistant / Para Planner to support the Founder and Executive Director of Advisors Clique Collective in managing daily operations, providing administrative and office support, and effectively managing his calendar.

Responsibilities:

• Assist with inquiries related to portfolio management and provide support to new and existing clientele
• Facilitate the management of the team and client servicing process
• Nurture relationships with key leaders, staff, and associates, including high net worth and mass affluent clients
• Conduct analysis and calculations for presentation materials

Requirements:

• Degree / Diploma in Accountancy, Business, Banking and Finance or equivalent
• 1-2 years of experience as an Executive Admin or Para Planner preferred
• Prior experience in the Insurance and Banking industry is an advantage
• Strong analytical skills and attention to detail
• Excellent verbal and written communication skills
• Proficiency in Microsoft Excel and MS Office applications
• Competency in web meeting applications
• Ability to communicate with individuals at all levels
• Strong organizational and project management skills, ability to multitask and prioritize work
• Proactive and solution-oriented, able to work independently

If you meet the requirements and are interested in this exciting opportunity, please send us your application. Thank you for considering joining our team at Advisors Clique Collective.