Executive Personal Assistant

Responsibilities

• Manage schedules, correspondence, and priorities to provide dedicated PA support to senior Financial Advisers and management
• Coordinate and follow up on client appointments, meetings, and internal reviews to ensure timely execution
• Maintain and update CRM systems with accurate client and activity records for effective client management
• Prepare reports, meeting minutes, presentations, and internal documentation to support decision-making
• Plan and coordinate team events, training sessions, and company functions to foster team engagement
• Arrange travel bookings, itineraries, and process expense claims to facilitate smooth travel logistics
• Liaise professionally with internal teams, clients, and external stakeholders to maintain strong relationships
• Support content planning by drafting captions, scheduling posts, and coordinating content calendars for marketing efforts
• Create simple graphics and marketing materials using Canva for social media and internal communications
• Assist in basic video editing using CapCut for short-form content and team highlights to enhance engagement
• Execute ad hoc administrative tasks and projects as required to support team operations
• Required competencies and certifications
• Diploma in Business Administration or related field
• Minimum 1 year of experience in an administrative or PA role, preferably within insurance or financial services
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM or administrative tools
• Basic proficiency in Canva and CapCut for content creation and editing
• Bilingual in English and Mandarin (written and spoken) to effectively liaise with Mandarin-speaking clients and stakeholders
• Experience in events coordination and travel management
• Strong organisational skills with excellent attention to detail
• Ability to handle sensitive and confidential information with discretion and reliability
• Self-starter capable of working independently and managing multiple priorities under deadlines
• Preferred competencies and qualifications
• Experience with content planning or social media coordination
• Other Information
• Supportive and collaborative team environment
• Opportunity to grow within the financial advisory industry
• Exposure to a broad range of business functions and senior stakeholders
• Competitive salary commensurate with experience

Additional Information

About the Role We are looking for a highly organised and proactive Executive Personal Assistant to provide comprehensive administrative and operational support to our senior advisers and management team. This is a dynamic role suited for someone who thrives in a fast-paced financial advisory environment and takes pride in keeping things running seamlessly behind the scenes.

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