Job Descriptions:
- Provide admin and operation support to the financial advisor and manager (paperwork submission and filing.)
- Handling client’s queries (customer service) and communicate with clients and fund manager / insurance manager
- Provide personal assistant such as making travel arrangements for the manager especially including apply Visa.
- Update calendar events and details.
- Other Adhoc duties as assigned.
Requirements:
- Have at least 1 year Admin / Operations working experience
- Experienced with insurance / banking finance / asset management
- Familiar with tech savvy skills such as encrypt / descript documents, Searching solutions from Internet / any other platform.
- Able to utili OneDrive & Dropbox.
- Able to collect fund details from different platforms and carry out analysis and summary.
- Fluent in Mandarin / English oral and writing communication.
- Able to take initiative to gather assigned task info, such as due date and priority.
- No work pass issue.
- Required language(s): English and Chinese (both written and speaking)
- Required skill(s): Microsoft Office, Excel and PowerPoint and other office tools
- Marketing and business development skills set are plus points.
ABOUT PIAS
Established in 2001 and licensed by the Monetary Authority of Singapore, Professional Investment Advisory Services Pte Ltd (PIAS) is a multi-award winning financial advisory firm in Singapore. PIAS offers a diversified suite of financial services and solutions with a personalised approach.
PIAS has one of the largest, most respected and fastest growing networks of advisers in Singapore. Our professional advisers provide sound and comprehensive financial advice at both individual and corporate levels.
PIAS is wholly owned by Singapore Life Ltd.
