Job Description

Company Profile

Established in 2008, PaceSetters Organisation (PSO) is a Singapore-based financial consultancy firm specialising in the insurance industry, comprising a dedicated team of over 150 financial consultants and staff. Recognised as one of the fastest-growing and most dynamic organisations in the sector, PSO positions itself as an "incubator of dreams" and a "home to individuals of change," fostering a family-centred and growth-oriented environment.

Guided by its core values of sharing willingly, caring genuinely, selling ethically, and dreaming impossibly, PSO is committed to nurturing individuals into competent and ethical financial professionals through comprehensive training, mentorship, and leadership development programmes. The organisation's culture promotes innovation, collaboration, and an entrepreneurial mindset, offering career opportunities that inspire consultants to think strategically, act purposefully, and achieve both personal and professional excellence within a supportive and dynamic environment.

The

Personal Assistant (PA)

will provide comprehensive administrative and operational support to a team of financial consultants. This role is crucial in ensuring smooth daily operations, effective client servicing, and timely execution of administrative tasks in a dynamic and fast-paced financial environment. The ideal candidate is organised, proactive, and creative, with a strong eye for detail and the ability to multitask efficiently while maintaining confidentiality.

- Responsibility -

Coordinate

client meetings, appointments, and calls

for financial consultants, ensuring schedules are effectively managed. Manage

emails, messages, and client inquiries

, providing timely responses or routing them appropriately. Set

reminders and follow up

on key consultant tasks, ensuring deadlines are met. Prepare and maintain

client documentation, reports, and policy follow-ups

. Support consultants by creating

presentation decks, proposals, and marketing materials

using

Canva

and Microsoft Office tools. Assist in

data entry, record keeping, and maintenance

of client databases and digital filing systems. Handle

administrative and bookkeeping tasks

, including expense tracking, invoice processing, and financial recordkeeping. Maintain accurate and up-to-date

corporate and client records

, ensuring proper documentation and file organisation. Utilise software applications such as

Word, Excel, PowerPoint, Google Workspace, and Canva

to prepare reports, visuals, and project materials. Assist in

planning and coordinating events

such as client appreciation gatherings, seminars, and internal team functions. Handle all duties with

discretion and confidentiality

, particularly when dealing with sensitive client and financial information.

- Skills and attribute we valued

-

Excellent

organisational and time management skills

, with the ability to prioritise and handle multiple tasks effectively under pressure. Strong

written and verbal communication skills

, with a professional and client-focused approach. Proficient in

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

,

Google Workspace

, and

Canva

for design and presentation purposes.

Creative eye for detail

with the ability to design visually appealing materials using Canva. High level of

discretion and confidentiality

when handling sensitive client information.

Proactive, resourceful, and adaptable

in a fast-paced and dynamic work environment. Strong

interpersonal skills

and a collaborative mindset. Basic understanding of

financial products, insurance services, or CRM systems

is an advantage. Knowledge of

data visualisation or presentation tools

will be a plus.

Confident, pleasant, and professional

phone and email manner. A team player who is

organised, detail-oriented, and tech-savvy

.

- Benefits of joining us

-

Open concept layout office located near Novena MRT. Convenient access to various amenities such as restaurants, cafes, retail shops, banks, and fitness centers. Fun and Inspiring work culture. We encourage creativity and thinking out of the box. Exposure to the financial industry.

- Eligibility -

A level, Diploma or Degree in Business Administration, Office Management, Finance, or an equivalent academic qualification

- Work Hours -

Enjoy a balanced full-time role, Monday to Friday, 9:30 AM - 6:00 PM. Part-Timers are welcome too

Kindly note that only shortlisted candidates will be notified.

Job Types: Full-time, Part-time, Internship

Pay: From $2,500.00 per month

Work Location: In person