Executive Assistant

We’re looking for a driven, organised and responsible individual to join our team as a Secretary.

What Will You Do?

You’ll support the day-to-day operations of the team, assist with client servicing and administrative matters, and work closely with an experienced Financial Consultant.

Beyond the administrative side, you’ll gain hands-on exposure to the Financial Advisory industry, learn how an established advisory practice operates and develop valuable skills that can support your future career growth.

What You Will Learn

• Gain an understanding of the backend operations of a Financial Advisory practice
• Gain hands-on experience in client servicing and policy servicing
• Learn how client relationships are managed and maintained
• Understand how experienced Financial Consultants manage their business and serve their clients
• Gain exposure to real-world cases, workflows and industry practices
• Develop your communication, organizational and people skills
• Receive guidance and training as you work towards a future career as a Financial Adviser

Key Responsibilities

• Provide day-to-day administrative and secretarial support
• Assist with client communication, appointments and follow-ups
• Prepare, organize and maintain documents and client records
• Assist with policy servicing and administrative matters
• Follow up on outstanding documents, requests and client matters
• Maintain accurate records and ensure tasks are completed in a timely manner
• Handle other ad-hoc administrative duties when required

Who We’re Looking For

• Minimum Diploma and above in any discipline
• Organized, responsible and detail-oriented
• Good communication and interpersonal skills
• Proactive, willing to learn and able to take initiative
• Able to work independently as well as in a team
• Prior administrative, customer service or sales experience is an advantage

Why Join Us?

Learn from Experience. Grow with Guidance. Build Your Own Career.

This role gives you the opportunity to learn the Financial Advisory business from the inside, rather than stepping into the industry without first understanding how an advisory practice operates.

You’ll work closely with an experienced and high-performing Financial Consultant, gaining first-hand exposure to client servicing, business operations and the processes behind a successful practice.

For those who are interested in becoming a Financial Adviser, this role can provide a strong foundation and advantage — allowing you to build your knowledge, develop your skills and receive guidance as you work towards your own career in Financial Advisory.

If you’re looking for more than just an administrative role and want an opportunity to learn, grow and build towards a career of your own, we’d love to hear from you.

Apply now with your updated resume and we’ll be in touch soon!