Personal Assistant – Financial Consulting Practice

Are you looking for a role that goes beyond traditional administrative work? Join a dynamic financial consulting practice where every day brings new opportunities to make an impact. We are seeking a highly organised, proactive, and dependable Personal Assistant to provide comprehensive administrative and operational support. This role is ideal for someone who thrives in a fast-paced environment, exercises sound judgment, and takes pride in delivering an exceptional client experience while managing confidential matters with professionalism and discretion. Key Responsibilities Calendar & Executive Support Manage a complex schedule of client meetings, reviews, and internal appointments. Coordinate calls, reminders, follow-ups, and meeting logistics to ensure seamless daily operations. Arrange business travel, accommodation, and detailed itineraries when required. Client Relationship & Administrative Support Serve as a professional point of contact for clients, responding promptly to enquiries and coordinating appointments. Support the onboarding of new clients, including documentation, scheduling, and administrative follow-ups. Maintain accurate and up-to-date client records within internal systems while ensuring data integrity and confidentiality. Documentation & Financial Administration Assist in the preparation of presentations, reports, proposals, and meeting materials. Organise and maintain confidential documents, contracts, and financial records. Support the tracking of business expenses, invoices, and payment records. Operational Coordination Anticipate operational needs and proactively resolve administrative matters before they arise. Liaise with internal teams, insurers, financial institutions, and external partners to facilitate smooth business operations. Provide ad hoc administrative and operational support to ensure the consultant's workflow remains efficient and well organised. Requirements Diploma or higher qualification preferred. Excellent organisational and time management skills with the ability to manage multiple priorities effectively. Strong verbal and written communication skills. High level of professionalism, integrity, and discretion when handling confidential information. Proficiency in Microsoft Office applications and common workplace productivity tools. Preferred Qualifications Candidates with any of the following will have an added advantage: Experience in the financial services, insurance, or wealth management industry. Basic understanding of financial products, advisory processes, and client documentation. Familiarity with CRM systems or client management platforms. Why Join Us Gain valuable exposure to the financial consulting and wealth advisory industry. Work closely with an experienced consultant in a collaborative and supportive environment. Develop strong client relationship management, organisational, and business operations skills. Enjoy a stable, long-term career with opportunities for professional growth and increased responsibility. Who We're Looking For We're looking for someone who is: Highly organised and detail-oriented. Dependable, accountable, and able to work independently. Adaptable and responsive in a fast-moving environment. Professional, courteous, and client-focused in every interaction. Proactive, resourceful, and committed to delivering work of the highest standard. Interested applicants, please write in through Jobsbankwith detailed resume in MS Words format. EA License Number:R1876699 Please Provide: 1) Availability 2) Current/ Expected salary 3) Reasons for leaving previous employments We regret that only shortlisted candidates will be notified .