Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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Currently pursuing Diploma or Degree in Office Administration, Secretarial Studies, Business Administration, Business Management, Information Management, Marketing, IT, or a related field.
Students from other courses who are interested in administration and business operations are also welcome.
Currently pursuing Diploma or Degree in Office Administration, Secretarial Studies, Business Administration, Business Management, Information Management, Marketing, IT, or a related field.
Students from other courses who are interested in administration and business operations are also welcome.