Personal Assistant

Key Responsibilities:

• Administrative Support: Manage schedules and appointments.
• Client Engagement: Prepare for meetings, handle follow-ups, and ensure excellent client experiences.
• Event Management: Assist in planning and executing client appreciation events and team activities.
• Communication: Professionally manage emails, calls, and correspondence.
• Data Management: Maintain accurate client records and prepare reports.
• General Assistance: Provide day-to-day support to the manager in all operational matters.

Requirements:

• Minimum qualification: Local Diploma or A Levels Certification.
• Strong organizational and time-management skills.
• Excellent communication and interpersonal abilities.
• Proficient in MS Office (Word, Excel, PowerPoint) and Canva.
• Trustworthy and capable of handling confidential information.
• A proactive attitude and ability to multitask effectively.

Job summary
Professional & supportive team environment. Gain valuable insights & experience in wealth management. Opportunities for growth & development.

3 key selling points
1. Professional Growth Opportunity
2. Supportive Team Environment
3. Rewarding and Diverse Role