Personal Assistant (Perm Part Time) 

Post an ad like this for FREE!
  • Date Listed11/01/2022
  • Job TypePart-Time
  • Company NamePrudential Assurance Company Singapore Pte Ltd

Personal Assistant to Senior Financial Consultant

Daily task as assigned

  • Assist in making calls to New Business and Policy Services to follow up on cases/ Pending requirements.
  • Ensuring documents are uploaded promptly and accurately.
  • Preparing docusign documents accurately. (To ensure correct form is being utilise)
  • Assist with all administrative duties. Including following up with clients.
  • Providing high standard of services to all clients.
  • Handle client enquiries.

Other responsibilities

  • Preparing client’s portfolio
  • Sourcing and ordering of get well/gifts for client
  • Basic Canva skills
  • Collate all receipts and update into excel sheet
  • Refine SOP’s when necessary
  • Monitor petty cash (Small amount)
  • Making reservations (Occasionally)
  • Other Ad-hoc duties assigned

Qualifications for Personal Assistant

  • Working experience is required, fresh grads are welcome
  • Well-versed in Microsoft Office (Word, Excel, Power Point)
  • Proficient in Google drive and organisation skills
  • Good verbal and written communication skills
  • Strong customer service and social skills
  • Proactive and enthusiastic
  • High integrity and honesty
Attach a file(maximum 2MB)
By clicking "Send" you accept the Terms of Use and Privacy Notice and agree to receive newsletters and promo offers from us.
Add to Watchlist
 Safety Tips - Your safety is important to us and we believe that you can stay safe. Learn MoreReport this ad
Chinatown / Tanjong Pagar
You might be interested in these similar ads
Relationship Officer (Inbound / Outbound)
Reaching Out To You : HL Assurance Pte. Ltd. ("HLAS") is a licensed general insurance company in Singapore, a subsidiary of Hong Leong Financial Group Berhad ("HLFG") and a member of the Hong Leong Group.The Role:Perform outbound sales calls to customers (existing and of affinitive partners) to promote, cross or upsell insurance needs, our products and services using telephone as t ...
Private Wealth Management Associate (Singapore) in Chinatown / Tanjong Pagar, preview image
Private Wealth Management Associate (Singapore)
We are expanding! A career in financial advisory with IPP is a challenging and rewarding one. As a trusted IPP Wealth Management Associate, you carry the responsibility of advising your clients on all wealth matters to ensure that they achieve lifetime financial security and success. As your clients begin to recognise the positive impact you have on their lives, you will know you have succeeded p ...