Personal Assistant

We are looking for an organized and proactive individual to support the Financial Advisers. You will handle administrative tasks, coordinate client appointments, prepare documents, and ensure smooth day-to-day operations. You must be able to communicate fluently in both English and Chinese to liaise with clients and prepare documents in both languages.

• Manage advisers' schedules, meetings, and client follow-ups.
• Prepare and process client forms, reports, and correspondence in English and Chinese.
• Maintain accurate client records and ensure compliance with MAS guidelines.
• Liaise with clients, insurers, and service providers.
• Assist with events, marketing materials, and client communications.

• Diploma or equivalent; experience in financial services or admin roles preferred.
• Strong organizational and multitasking skills.