Executive Assistant

We’re looking for a driven, organised and responsible individual to join our team as a Secretary.

What Will You Do?

You’ll support the day-to-day operations of the team, assist with client servicing and administrative matters, and work closely with an experienced Financial Consultant.

Beyond the administrative side, you’ll gain

hands-on exposure to the Financial Advisory industry

, learn how an established advisory practice operates and develop valuable skills that can support your future career growth.

What You Will Learn

Gain an understanding of the

backend operations of a Financial Advisory practice

Gain hands-on experience in client servicing and policy servicing

Learn how client relationships are managed and maintained

Understand how experienced Financial Consultants manage their business and serve their clients

Gain exposure to real-world cases, workflows and industry practices

Develop your communication, organizational and people skills

Receive guidance and training as you work towards a future career as a

Financial Adviser

Key Responsibilities

Provide day-to-day administrative and secretarial support

Assist with client communication, appointments and follow-ups

Prepare, organize and maintain documents and client records

Assist with policy servicing and administrative matters

Follow up on outstanding documents, requests and client matters

Maintain accurate records and ensure tasks are completed in a timely manner

Handle other ad-hoc administrative duties when required

Who We’re Looking For

Minimum Diploma and above in any discipline

Organized, responsible and detail-oriented

Good communication and interpersonal skills

Proactive, willing to learn and able to take initiative

Able to work independently as well as in a team

Prior administrative, customer service or sales experience is an advantage

Why Join Us?

Learn from Experience. Grow with Guidance. Build Your Own Career.

This role gives you the opportunity to

learn the Financial Advisory business from the inside

, rather than stepping into the industry without first understanding how an advisory practice operates.

You’ll work closely with an

experienced and high-performing Financial Consultant

, gaining first-hand exposure to client servicing, business operations and the processes behind a successful practice.

For those who are interested in becoming a Financial Adviser, this role can provide a

strong foundation and advantage

— allowing you to build your knowledge, develop your skills and receive guidance as you work towards your own career in Financial Advisory.

If you’re looking for more than just an administrative role and want an opportunity to

learn, grow and build towards a career of your own

, we’d love to hear from you.

Apply now with your updated resume and we’ll be in touch soon!

WOKE.Partners

At WOKE.Partners, our mission is to empower individuals and communities by unlocking the potential of WEALTH, providing access to opportunities, fostering KNOWLEDGE, and promoting EMPOWERMENT. We strive to create a positive impact by equipping people with the tools and resources they need to achieve financial growth, personal development, and lasting success.

OUR MISSION

" Empowering individuals and communities through wealth, opportunities knowledge."

Why Recruitment at WOKE.Partners?

WOKE.Partners is rooted in the belief that true wealth goes beyond monetary value. We believe in the power of knowledge to transform lives and empower individuals to make informed decisions. We are committed to cultivating a culture of continuous learning, collaboration, and inclusivity. Through our dedication to ethical practices, social responsibility, and sustainable growth, we aim to build meaningful partnerships and contribute to a more equitable and prosperous society.

OUR PHILOSOPHY

𝘽𝙚𝙡𝙞𝙚𝙛 𝙞𝙣 𝙩𝙝𝙚 𝙩𝙧𝙖𝙣𝙨𝙛𝙤𝙧𝙢𝙖𝙩𝙞𝙫𝙚 𝙥𝙤𝙬𝙚𝙧 𝙤𝙛 𝙠𝙣𝙤𝙬𝙡𝙚𝙙𝙜𝙚, 𝙛𝙤𝙨𝙩𝙚𝙧𝙞𝙣𝙜 𝙘𝙤𝙣𝙩𝙞𝙣𝙪𝙤𝙪𝙨 𝙡𝙚𝙖𝙧𝙣𝙞𝙣𝙜, 𝙘𝙤𝙡𝙡𝙖𝙗𝙤𝙧𝙖𝙩𝙞𝙤𝙣, 𝙖𝙣𝙙 𝙚𝙩𝙝𝙞𝙘𝙖𝙡 𝙥𝙧𝙖𝙘𝙩𝙞𝙘𝙚𝙨 𝙛𝙤𝙧 𝙖 𝙢𝙤𝙧𝙚 𝙚𝙦𝙪𝙞𝙩𝙖𝙗𝙡𝙚 𝙨𝙤𝙘𝙞𝙚𝙩𝙮.

As a Chartered Financial Consultant with specialized training in estate planning, We are passionate about helping expats in Singapore achieve their financial goals and build a lasting legacy. We understand the unique challenges and opportunities you face, and we will work closely with you to develop a personalized financial plan that incorporates your individual needs and aspirations. Our services include estate planning, life insurance solutions, investment management, and more. Let's work together to secure your financial future in Singapore.