Personal Assistant to Director – Wealth Management Firm

About the role

Our client, a Singapore‑incorporated financial services firm specialising in wealth management and insurance advisory, is seeking a proactive and highly organised Personal Assistant to support the Director and his management team in day‑to‑day operations.

Key responsibilities

• Manage the Director’s calendar, appointments, meetings, and daily schedules.
• Prepare reports, emails, correspondence, and other administrative documents.
• Organise and maintain accurate records, files, and confidential information.
• Assist with event coordination, meeting arrangements, and ad‑hoc projects as required.
• Liaise with clients regarding insurance claims, medical appointments, and outstanding documentation.
• Coordinate with claims and medical departments to facilitate timely follow‑ups and case updates.
• Monitor outstanding matters and provide regular updates to the Director and relevant stakeholders.
• Handle client enquiries professionally and ensure timely communication.

Required profile

• Minimum 1–2 years of experience as a Personal Assistant, Executive Assistant or in an administrative role.
• Prior experience in financial services, insurance or claims administration is advantageous.
• Proficiency in written and spoken English; Mandarin proficiency preferred.
• Strong organisational, time‑management and multitasking abilities.
• Meticulous, proactive and able to work independently with minimal supervision.
• Professional and discreet when handling sensitive information.
• Service‑oriented mindset with strong interpersonal and communication skills.

Required skills

• Microsoft Office (Word, Excel, Outlook, PowerPoint).