Job Description

About the Role

We're looking for a friendly, organised, and proactive student to support our client servicing and administrative operations. This role gives you the chance to gain practical experience in a wealth advisory environment while interacting with clients, managing coordination tasks, and keeping daily operations running smoothly.

If you enjoy helping others, staying organised, and want a flexible part-time role that fits around school, this might be perfect for you.

What You'll Do

1) Client Servicing Support

Assist with basic client enquiries and follow-ups Help prepare documents, reports, and meeting materials Provide a welcoming and professional experience for clients during appointments
2) Administrative Responsibilities

Handle appointment scheduling and calendar coordination Update records, organise files, and maintain accurate documentation Support day-to-day operations to ensure smooth workflow
3) Team & Operations Support

Communicate updates with the team and ensure tasks are completed on time Assist with simple outreach messages or reminders Contribute to improving processes and organisation when needed

Who We're Looking For

Local undergraduates seeking a part-time role Warm, personable, and able to interact well with others Responsible and detail-oriented with good organisational skills Confident communicator in English (Mandarin a bonus for liaising with Mandarin-speaking clients) Able to manage tasks independently and take initiative Comfortable committing at least

12 hours per week

What You'll Gain

Hands-on experience in client relations and administrative operations Insight into the wealth management industry and advisory workflow Improved communication, coordination, and customer service skills A supportive environment where you can learn, grow, and build professional confidence

How to Apply

Send us your resume together with your LinkedIn profile link. We look forward to hearing from you!

Job Types: Part-time, Student job

Pay: Up to $15.00 per hour

Expected hours: 12 - 18 per week

Benefits:

Flexible schedule Professional development
Work Location: In person