Personal Assistant to Financial Consultant

About our principal – Great Eastern Financial Advisers

Great Eastern Financial Advisers Private Limited (GEFA) is a wholly owned subsidiary of Great Eastern Holdings Limited, a member of the OCBC Group and is licensed under the Financial Advisers Act to provide financial advisory services.

As a licensed Financial Adviser, GEFA brings together a suite of insurance solutions and wealth management opportunities for the client.

About our Distribution Group

ACDC Group is a group of financial consultants in Advisors Clique Collective (ACC) representing Great Eastern Financial Advisers Pte Ltd.

ACC is a successful group with a strong culture and unique identity. Having come a long way, our agency group continues to evolve and expand. As generation after generation of new members are recruited, it became evident – "to leave a legacy by paying it forward" was a common desire.

Overview:
We are seeking a proactive and detail-oriented Personal Assistant to support a Executive Senior Financial Consultant. In this role, you will be responsible for a wide range of administrative duties that ensure the smooth day-to-day operations of a financial planning practice. This is an excellent opportunity to gain hands-on experience in the financial services industry and learn about the behind-the-scenes processes that support high-net-worth clients.

Key Responsibilities:

• Provide dedicated administrative support to the Executive Senior Financial Consultant
• Maintain and update client records in the database with accuracy
• Source and compare general insurance quotations
• Assist with day-to-day administrative tasks, including document preparation, form filling, and appointment scheduling
• Ensure timely and organized handling of all tasks to meet the consultant's workflow and priorities

What You'll Gain:

• Exposure to the financial planning industry and services for high-net-worth individuals
• Insight into operational and administrative processes that support professional financial consulting
• Development of relevant administrative and organizational skills in a dynamic environment

Requirements:

• Entry-level cadidates are welcome
• Singaporean and Permanent Residents ONLY
• Eagerness to learn and grow in a professional setting
• High attention to detail and strong organizational skills
• Proficient in Microsoft Office applications (Word, Excel, Outlook)
• Able to manage multiple tasks efficiently and independently
• Prior experience in administrative roles or familiarity with insurance operations is a plus, but not mandatory