Personal Assistant – Client Relations & Admin Support

About the role

We're a growing team of financial consultants looking for a friendly, organised assistant to support our day‑to‑day practice. You'll be a key point of contact for our clients, helping to arrange meetings, keep in touch with them and keep our schedules running smoothly.

Key responsibilities

• Manage the consultants' calendars and schedule appointments.
• Follow up with and remind clients by phone, WhatsApp and email.
• Keep in touch with clients about reviews, renewals and upcoming events.
• Handle admin work, including updating client records and data entry.

Required profile

• Warm, confident phone manner and enjoyment of speaking with new people.
• Experience in customer service, telesales or a client‑facing role (advantageous).
• Organised, detail‑oriented and motivated by goals.
• Good spoken and written English; Mandarin is a plus.
• Comfortable using MS Office or Google Workspace, WhatsApp Business and CRM tools.

Required skills

• MS Office
• Google Workspace
• WhatsApp Business
• CRM tools