Personal Assistant | Investment Background

Roles & Responsibilities

About Our Client :

Our client is seeking a highly capable and discreet Personal Assistant to provide both executive and investment-related support. This role is ideal for someone who is experienced in managing high-level stakeholders, particularly in banking and finance, and who can help streamline her personal and professional commitments.

Role and Responsibilities :

The Personal Assistant will work closely with the principal, supporting her in both private and business matters. This includes managing her schedule, coordinating appointments, overseeing documentation, and handling sensitive financial information.

Key responsibilities include :

• Liaising directly with private banks, financial institutions, and legal advisors on behalf of the principal
• Coordinating and maintaining proper records for investment portfolios, account openings, and compliance documentation
• Managing calendars, meetings, and travel arrangements
• Preparing reports, summaries, and briefing notes related to investments and personal matters
• Ensuring seamless communication between the principal and various stakeholders
• Supporting ad hoc personal errands and administrative needs as required

Requirements :

EA License Name & License Number : SMTP Consult Pte. Ltd. (23C1754)

EA Personnel Name & Registration Number : Toh Qiu Wei (R23116260)

Tell employers what skills you have

Wealth Management

Outlook

Ability to Multitask

Microsoft PowerPoint

Microsoft Office

Microsoft Excel

Dynamics

Travel Arrangements

Interpersonal Skills

Arranging

Investments

Private Banking

PowerPoint

Adaptable

Compliance

Attention to Detail

Administrative Support

Banking

Team Player

Scheduling