Full Time
Negotiable depending on your competency
TBD
Oct 17, 2019
Are you looking for a long term career that has a good growth opportunity through career progression, with stable income and great bonus? Appreciate your time to go through this post and looking forward to seeing great candidate. We will like to welcome you to join us, if you possess the following:
• Reliable and honest
• Productive and hard working
• Assertive and positive work attitude
• Flexible to adapt to an ever-changing work environment
• Exceptional organizational and project management abilities
• Meticulous and has great ability to focus & prioritize tasks
• Responsible and concerned about doing things the right way
• Calm under pressure
• Keen to learn attitude
• Service-based attitude
• Self-motivated and initiative - Works proactively & independently to solve problems and constantly looks for answers
Licensed by the government authority, we are a multi-award winning financial advisory firm. We offer a diversified suite of financial services and solutions with a personalized approach.
We have one of the largest, most respected and fastest growing network of advisers in the country. We provide sound and comprehensive financial advice at both individual and corporate levels.
• Over 1,000 Advisers and Staff
• Over $1 billion of Assets Under Advice (AUA)
• Serving over 100,000 Clients
You will be doing a variety of tasks, almost all have training provided for you.
For this position, you are the personal assistant to me, who is expected to possess the following:
• Has a good natural sales instinct to help me and preferably has work experience in appointment setting or telemarketing
• Competent with Microsoft Office and Google applications
• Good English language skills (Verbal and Written) with neutral accent
• Owns a competent computer/laptop for work
• Stable and reliable internet connection with video conference capability via application like
• A quiet working environment that is free from distractions or interruptions
• Using a USB Call Center style headset with Noise Cancellation feature.
• No frequent power outages and Internet connection issues
• Some plus points, but not a must:
o Photo editing skill
o IT competency
o Understanding of mandarin
This is a full time virtual personal assistant position, please consider this as a long term career. I will be investing resources to groom you, as there are other opportunities to grow in other areas. Your next progression is to gain knowledge and experiences, then lead a team of associates as a team leader. Hence, typically starting from associate, towards senior associate, associate team leader, team leader, associate supervisor, supervisor, associate manager to manager.
Some example tasks are:
• Update the CRM with client relationship management
• Manage
• Assist in the administrative work
• Handle communication with clients
• As we are an insurance broker, you are expected to:
o Call and
o Prepare insurance quotation or proposal.
o Assist clients to submit claims to the respective insurer.
• As we are a mortgage broker, you are expected to:
o Call and
o Work with the mortgage bankers in our panel for them to process the mortgage application.
We will be communicating via video conference, voice call, WhatsApp and
To apply for the job:
1. Change the subject to "I Want to Work and Grow with your [Insert the type of firm that was mentioned in the second paragraph here]"
2. Send a message with a few sentences on why you are suitable for this position, while mentioning how you can manage the above example tasks. Also, please indicate your expected monthly salary.
a. Input the following details about yourself:
i. First name and last name
ii.
iii.
iv. Area of where you live and work if different
v. Date of birth (dd/mm/yyyy)
vi. Marital status
vii. How often do you experience power outages? Or do you have a backup power source?
3. Please submit a link to or a copy of your resume and LinkedIn profile (if available).
4. There will be a
Updates:
Glad to see the keen applicants coming along. Only sincere applicants who followed the instructions will be replied, regardless of the interviewee shortlisting decision.