Finance Assistant (Entry Level)

Roles & Responsibilities

JOB DESCRIPTION

• Support day-to-day business operations and client servicing activities
• Assist in preparing client proposals, presentations, and reports
• Coordinate with clients on project requirements and timelines
• Attend client meetings and provide administrative and follow-up support
• Monitor project progress and help ensure service quality is maintained
• Prepare documentation, meeting notes, and internal updates
• Collaborate with internal teams to ensure smooth execution of client deliverables
• Handle client enquiries via email, calls, or digital platforms professionally
• Contribute ideas to improve service workflows and client experience

JOB REQUIREMENTS

EA License Number : 22C1278

Disclaimer :

By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore’s PDPA and used solely for recruitment purposes.

Tell employers what skills you have

Wealth Management

Aftersales

Financial Planning

Wealth

Administration

Interpreting

Communication Skills

Administrative Support

Team Player

Personal Development

Databases

Financial Services

Able To Work Independently