Computer literate
MS Office
Outlook
Excel
Power Point
Word
good initiative
strong follow-up skills
responsible
well-organized
strong communication
interpersonal skills
Computer literate
MS Office
Outlook
Excel
Power Point
Word
good initiative
strong follow-up skills
responsible
well-organized
strong communication
interpersonal skills
Computer literate
MS Office
Outlook
Excel
Power Point
Word
good initiative
strong follow-up skills
responsible
well-organized
strong communication
interpersonal skills
Computer Literacy
MS Office
Microsoft Excel
Microsoft Powerpoint
Microsoft Outlook
Good Initiative
Strong follow-up skills
Responsible
Well-organized
Strong communication skills
Strong interpersonal skills
About the RoleThis role provides administrative support to ensure smooth daily operations within the company. You will assist in handling documentation, event coordination, and internal processes while supporting advisors and internal teams.Key Responsibilities:- Support daily administrative tasks and office operations.- Check and process case applications, including KYC documents and supporting materials, ensuring completeness and compliance.- Coordinate with advisors on documentation, submissions, and follow-ups.- Maintain proper filing and record-keeping of advisor and case documents.- Prepare weekly and monthly reports on case status, documents submission, and operational metrics.- Assist in coordinating meetings, appointments, and company events.- Support the planning and execution of training, seminars, and corporate events.- Liaise with advisors, internal department, and external parties.- Perform ad-hoc administrative duties to support smooth operations.
Why Join Us- Competitive remuneration and performance-based incentives- Opportunities for professional growth and training- Supportive and collaborative work environment- Exposure to wealth management and financial advisory industry
Administrative and executive secretaries perform liaison, coordination and organizational tasks in support of managers and professionals and/or prepare correspondence, reports and records of proceedings and other specialized documentation.
Tasks include –
Drafting administrative correspondence and minutes;
...
Administrative and executive secretaries perform liaison, coordination and organizational tasks in support of managers and professionals and/or prepare correspondence, reports and records of proceedings and other specialized documentation.
Tasks include –
Drafting administrative correspondence and minutes;
...
Administrative and executive secretaries perform liaison, coordination and organizational tasks in support of managers and professionals and/or prepare correspondence, reports and records of proceedings and other specialized documentation.
Tasks include –
Drafting administrative correspondence and minutes;
...
Administrative and executive secretaries perform liaison, coordination and organizational tasks in support of managers and professionals and/or prepare correspondence, reports and records of proceedings and other specialized documentation.
Tasks include –
Drafting administrative correspondence and minutes;
...
Administrative and executive secretaries perform liaison, coordination and organizational tasks in support of managers and professionals and/or prepare correspondence, reports and records of proceedings and other specialized documentation.
Tasks include –
Drafting administrative correspondence and minutes;
...
Administrative and executive secretaries perform liaison, coordination and organizational tasks in support of managers and professionals and/or prepare correspondence, reports and records of proceedings and other specialized documentation.
Tasks include –
Drafting administrative correspondence and minutes;
...
Administrative and executive secretaries perform liaison, coordination and organizational tasks in support of managers and professionals and/or prepare correspondence, reports and records of proceedings and other specialized documentation.
Tasks include –
Drafting administrative correspondence and minutes;
...
Administrative and executive secretaries perform liaison, coordination and organizational tasks in support of managers and professionals and/or prepare correspondence, reports and records of proceedings and other specialized documentation.
Tasks include –
Drafting administrative correspondence and minutes;
...
Administrative and executive secretaries perform liaison, coordination and organizational tasks in support of managers and professionals and/or prepare correspondence, reports and records of proceedings and other specialized documentation.
Tasks include –
Drafting administrative correspondence and minutes;
...
Computer Literacy
MS Office
Microsoft Excel
Microsoft Powerpoint
Microsoft Outlook
Good Initiative
Strong follow-up skills
Responsible
Well-organized
Strong communication skills
Strong interpersonal skills
Computer Literacy
MS Office
Microsoft Excel
Microsoft Powerpoint
Microsoft Outlook
Good Initiative
Strong follow-up skills
Responsible
Well-organized
Strong communication skills
Strong interpersonal skills