Personal Assistant to Chairman (Finance or Accounting Background Preferred)

Webull Securities Limited

Key responsibilities

  • Manage the Chairman's diary, appointments and scheduling.

  • Handle document execution, filing and records management.

  • Organize meetings, prepare agendas, take minutes and follow up on action points.

  • Facilitate internal communication and cross-departmental collaboration.

  • Break down complex tasks, set priorities and ensure timely follow-through.

  • Maintain day-to-day relationships with key business partners and external stakeholders.

  • Coordinate meetings, business hospitality and relationship-building activities.

  • Manage festive greetings, gifts and other courtesies professionally.

  • Keep stakeholder contact records and relationship notes updated.

  • Assist with selected personal matters of the Chairman, including bank account reconciliation and maintenance of financial records.

About you

  • CPA, ACCA, CFA, tax or related professional qualification (or currently pursuing).

  • Experience in executive support, corporate secretarial, finance, accounting or professional services.

  • Experience in English-language meetings, cross-border communication or business hospitality.

  • Handle sensitive information with strict confidentiality and discretion.

 

 

更多工作資料
薪酬 薪金面議
工種
  • 銀行 · 金融服務 - 一般 · 其他
僱用形式
  • 全職
教育程度
  • 學士
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