Job Description

:

• Maintain the Financial Services Director's schedule, ensuring efficient time management and prioritization of tasks.
• Handle accounts management, including keeping accurate records, processing invoices, and managing payments.
• Assist in client acquisition and servicing by scheduling appointments, coordinating client communications, and occasionally meeting with clients.
• Support the recruitment process by assisting in identifying and engaging talented individuals for the role of financial consultants.
• Provide comprehensive administrative support to financial consultants, including coaching, monitoring, and implementing efficient systems to boost their success.
• Manage incoming and outgoing phone calls, ensuring prompt and professional communication with clients, prospects, and other stakeholders.
• Plan and organize events, including identifying suitable vendors, securing venues, managing RSVPs, and coordinating logistics.
• Conduct research and provide regular updates on industry trends, market analysis, and competitor activities to assist in business development.
• Maintain confidentiality and handle sensitive information with utmost discretion.
• Collaborate with the team to streamline processes, improve efficiency, and contribute to a positive work environment.

Requirements:

• Proven experience in a similar administrative or support role, preferably in the financial services industry.
• Exceptional organizational skills and the ability to prioritize competing tasks effectively.
• Proficient in using relevant software and tools, including MS Office Suite and scheduling applications.
• Strong interpersonal and communication skills, with the ability to build relationships with clients and colleagues.
• Detail-oriented and capable of maintaining accurate records.
• Self-motivated and able to work independently with minimal supervision.
• Excellent problem-solving abilities and a proactive approach to overcoming challenges.

Additional Information:

• Located in Raffles Place
• Working hours: Office Hours from Monday - Friday, Office hours
• Up to $3500 (Depending on experience)

We regret that only shortlisted candidates will be notified.
GMP Recruitment Services (S) Pte Ltd | EA Licence: 09C3051 | Remus Gan | Registration No: R21102972

GMP