Personal Assistant to Financial Services Director

Job Title

Personal Assistant to Financial Services Director

Job Summary

We are looking for a proactive, highly organized, and resourceful Personal Assistant to provide comprehensive administrative and operational support to a Financial Services Director. This role is ideal for someone who enjoys working in a fast-paced environment, possesses excellent communication skills, and can manage multiple priorities with professionalism and confidentiality.

The Personal Assistant will play a key role in ensuring the Director's daily operations run smoothly, allowing greater focus on business growth, client relationships, and team development.

Key Responsibilities

• Administrative Support
• Prepare meeting agendas, presentation materials, and meeting minutes.
• Client & Business Support
• Liaise professionally with clients, business partners, and internal stakeholders.
• Assist in preparing client proposals, reports, and presentation materials.
• Ensure a high level of client service and responsiveness.
• Marketing & Social Media Support
• Assist with social media scheduling and content coordination.
• Coordinate marketing materials and branding initiatives.
• Work with designers or vendors on promotional materials when required.
• Undertake ad hoc duties assigned by the Director.

Requirements

• Higher Nitec or Diploma in Business Administration, Marketing, Communications, or related field is preferred.
• Fresh graduates are welcome to apply.
• Prior experience as a Personal Assistant, Executive Assistant, Administrator, or Customer Service Executive is an advantage.
• Strong organizational and time management skills.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Familiarity with Google Workspace and Canva is an advantage.
• Comfortable using social media platforms such as Instagram, LinkedIn, and Facebook.
• Able to work independently with minimal supervision.
• High level of professionalism, integrity, and confidentiality.
• Positive attitude with strong attention to detail.

Working Hours

Monday to Friday

Occasional evening or weekend support may be required for events or client functions.

Why Join Us?

This is more than a traditional Personal Assistant role. You'll become a trusted partner in supporting business growth, client engagement, recruitment initiatives, and strategic projects. If you're someone who enjoys learning, solving problems, and making a meaningful impact, we'd love to hear from you.

Pay: $2,000.00 per month

Work Location: In person