Company Description Ascendance Wealth Management (AWM Group) is a financial advisory firm in Singapore focused on helping advisors build sustainable, fulfilling careers aligned with their values and strengths. Guided by the vision to revolutionize the financial advisory industry, AWM provides a proven blueprint that channels advisors’ effort into meaningful growth and long-term success. The firm is driven by core values of integrity, authenticity, and ownership, emphasizing trust, genuine advice, and personal responsibility. AWM celebrates its clients and advisors, and operates as an authorized representative of AIA Financial Advisers Private Limited, backed by strong industry recognition and performance.
Role Description The Part-time Assistant will provide administrative and operational support to the advisory team in an on-site role based in Singapore. Day-to-day responsibilities include organizing documents, preparing client materials, scheduling meetings, managing calendar appointments, and maintaining accurate records and data entry. The role also involves basic support for client servicing, such as assisting with follow-up communications and coordinating logistics for events or meetings. This is a part-time position that requires consistent on-site presence during agreed working hours and collaboration with team members to ensure smooth office operations.
Qualifications
- Candidates should possess strong administrative and organizational skills, including document management, data entry, and scheduling.
- Candidates should possess basic proficiency with office software and digital tools (e.g., word processing, spreadsheets, email, and online scheduling platforms).
- Candidates should possess effective communication and interpersonal skills to coordinate with advisors, clients, and colleagues professionally.
- Candidates should possess attention to detail, reliability, and the ability to handle confidential information with discretion.
- Additional beneficial qualifications include prior experience in an office or financial services environment, customer service experience, and the ability to work independently with minimal supervision.
- A minimum of a high school diploma or equivalent is preferred; candidates pursuing or holding a diploma or degree in business, finance, or related fields will be an advantage.