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.
What you'll do
- 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
What we're looking for
- Warm, confident phone manner. You enjoy speaking with people, including those you haven't met before.
- Experience in customer service, telesales or a client-facing role is an advantage
- Friendly and good attitude
- Organised and detail-oriented, and motivated by goals
- Good spoken and written English (Mandarin is a plus)
- Comfortable with MS Office or Google Workspace, WhatsApp Business and CRM tools
How to apply: Send your resume to ************* with the subject line "PA Application"