Working hours: 10am to 6pm (Monday to Friday)

Working location: Woods Square

Key Responsibilities:

• Administrative Support - Provide day-to-day administrative assistance, including managing correspondence, scheduling meetings, and handling phone calls
• Document Management - Prepare, review, and organize financial reports, contracts, and confidential documents while ensuring compliance with company policies and industry regulations
• Data Entry & Record-Keeping - Maintain accurate client records, financial transactions, and internal databases to support operational efficiency
• Client Coordination - Assist with client inquiries, appointment scheduling, and follow-ups to ensure high-quality customer service
• Regulatory Compliance Support - Ensure documentation and processes align with financial regulations, company policies, and data security protocols
• Expense & Invoice Management - Process invoices, track office expenses, and assist in financial record-keeping
• Meeting & Event Coordination - Schedule and organize meetings, prepare materials, take minutes, and coordinate events or training sessions
• Office Management - Oversee office supplies, vendor relationships, and facility maintenance to ensure smooth operations
• Support for Financial Teams - Assist investment advisors, analysts, or finance professionals by gathering research, preparing reports, and managing correspondence
• Confidentiality & Discretion - Handle sensitive financial and client information with the highest level of confidentiality and professionalism

Requirements:

• Minimum Diploma and above
• Strong written and verbal communication skills with the ability to manage multiple tasks efficiently
• High level of accuracy in data entry and document handling, with the ability to maintain confidentiality in financial matters

EA License Number: 22C1278