Personal Assistant – Client Relations & Admin Support
Credence Singapore · Singapour
Job description
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
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Published 23 hours ago
Expires 1 month from now
8 views · 0 interested
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Credence Singapore
Singapour