PERSONAL ASSISTANT (Full-Time / Part-Time)

Highlight:

• Work experience in private banks and with good accounting knowledge is preferrable
• Retired person is welcomed

• Strong adaptability and problem-solving skill, able to multitask and maintain accuracy in fast paced environment
• Well versed in contemporary computer technology and software, e.g. Chat GPT/Excel/ Word to prepare management reports
• Ensure all daily correspondence and instructions are responded to in a timely manner
• Excellent communication skills and time management
• Strong sense of responsibility, independent, self-motivated, good analytical skills, detail-minded with high level of accuracy, can work under pressure
• Strong in sourcing and analyzing investments and financial products, e.g. bonds
• Occasionally need to place trade orders at night time, work overtime and work in holidays
• Extensive network with professional parties, e.g. banks, software house, accounting firms

• Monitor and co-ordinate with professionals to streamline the daily operation, including the preparation of daily performance reports, ad hoc analysis reports and monthly accounting reports, etc.
• Understand the management’s requirements, source and recommend suitable investments and financial products (e.g. bonds) for management’s consideration
• Oversee and manage a portfolio with deposits, bonds investments, shares, etc. to maximize yield.
• Communication with various banks to achieve the best interest rates and price for financial products
• Provide comprehensive secretarial support to the owner including but not limited to business and personal matters
• Assist in managing the daily operations of the company