FA Branch Assistant (IMMEDIATE START)

Branch / Personal Assistant

If you've previously worked with an Insurer &/or FA Firm and administration is a skill you have and you're looking for a Group that is growing and will recognise contributors to their growth journey, do apply with us!

The role is to support the Branch Director / Wealth Advisory Director with the following:

• Liaison with 3rd Party Business Partners and End Users on documentations, claims etc
• Manage diary and schedule meetings and appointments
• Make / take dictation and minutes during Meetings
• Data Entry, Produce reports, presentations, and briefs
• Laptop, Phone with Bonuses Available,5 Day Work Week (Hours Can Be Flexible)

Requirements:

• Min A Level / Diploma
• Conversant in English & Chinese
• Must be Proficient in MS Office