Responsibilities:

Compile investment reports and presentations on existing and prospective investments, tracking valuation and investment performance.
Coordinate with private and retail bankers for smooth investment execution and trade processing (primarily across Singapore and US markets).
Prepare quarterly & yearly Management Accounts and Financial Statements to comply with local statutory reporting requirements.
Liaise with external tax service providers for Singapore and US tax compliance.
Provide administrative and financial support regarding the family office's real estate portfolio in Singapore and Indonesia.
Maintain and update both business and personal calendars.
Prioritise and coordinate appointments, meetings, events, and travel schedules across different time zones.
Accompany the Director on business and/or personal travel as required.
Handle comprehensive itinerary planning, accommodation, flight bookings, visa applications, and on-ground logistics.
Act as the primary gatekeeper and point of contact between the Director and internal/external stakeholders, including senior leadership, vendors, personal contacts, and business partners.
Handle highly sensitive, private, or personal data with absolute discretion.
Assist in monitoring ongoing business and personal projects, ensuring timelines are met.
Support with personal errands, household arrangements, special occasions, and ad-hoc requests to enable the Director to focus on strategic priorities.

Requirements:

Minimum 3 years of working experience in the Finance, Banking, Investment, Corporate, or Audit sectors.
Experience or familiarity dealing with US market stock trading and equity options trading is highly advantageous.
Strong analytical/financial reporting skills combined with top-tier organisational and multitasking abilities.
High proficiency with Microsoft Office(especially Excel and Word), Google Suite, and modern digital scheduling tools.
A strong understanding of or interest in financial markets, paired with a practical, hands-on attitude toward handling personal/lifestyle assistant tasks.
Willingness and adaptability to travel(sometimes on short notice) and manage ad-hoc tasks.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified

Reeve Lim Kok Kiong
Recruit Fast Pte. Ltd. (EA License: 23C1828)
EA Personnel: R1330005
Email: [email protected]
Website: www.recruitfast.sg

Finance & Executive Assistant (Family Office/Central/8k)