Vacancy Description
We are looking for a reliable, organised, and creative Remote Personal Assist ant to support a Singapore-based Financial Consultant across a mix of administrative, client servicing, marketing, and social media responsibilities.
This role is ideal for someone who enjoys variety in their work, is detail-oriented, and is comfortable supporting both financial advisory-related administration as well as content creation and digital marketing tasks for the consultant’s other business ventures.
Key Responsibilities Financial Advisory Administrative Support: Assist with financial advisory-related administrative work, including documentation, form preparation, and client servicing support.
Support the tracking and updating of client information, policy-related matters, and follow-up actions.
Help prepare reports, spreadsheets, and summaries using Microsoft Excel/Google Sheets.
Coordinate with clients or rele...
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