$10 to $12 (Hourly)
·Organize and maintain the professional’s schedule
·Maintain and update client files
·Worked closely with financial advisor to develop new customer contact lists and send out mailers to those lists
·Comfortable with phone calls
·Send Emails and documents to the appropriate personnel.
·prepare/ print / scan documents into paperless system
·prepare/ arrange/ order gifts for clients
·Other Adhoc tasks
·Completes tasks in timely manner
·Able to work minimum 6 months- 1 year
Skills: Good digital literacy (familiar with Microsoft office), independent worker, takes initiative, organised, meticulous, able to practice confidentiality, responsible, Ability to multi-task
Part time: 1 day/ week
Work with a friendly, understanding and organized private financial advisor. A conducive space to work will be provided. Working days and hours are flexible and open for discussion.
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