Job Description – Admin Assistant

Cachet Group is looking for an enthusiastic Assistant Relationship Manager to support our team in providing customized wealth management solutions to High Net Worth customers. The successful candidate will assist Relationship Managers in servicing client accounts, preparing documentation, and supporting client relationship management activities.

Responsibilities:

 

• • Be the first contact point. Greet guests in a warm, welcoming and professional manner.

• • Provide cross-functional and daily admin/secretarial support to the team to ensure operations run smoothly and efficiently;

• • Execute clerical duties, including data entry, filing, answering phone calls, preparing documents and arranging mails;

• • Manage meeting room bookings and calendar including coordination of department meetings and/or external client events (both virtual and in-person);

• • Monitor and order the inventory of office supplies as necessary and liaise with vendors/service providers;

• • Coordinate and organize corporate events/activities;

• • Back up tea lady when needed;

• • Perform ad hoc assignments timely and independently.

Requirements:

 

• • Diploma or above, fresh graduates are also welcome.

• • Proficient in written and spoken English, Cantonese and Mandarin.

• • Proficient in Microsoft Office suite programs.

• • Highly organized and detail oriented.

• • Strong coordination and problem-solving skills.

• • Superior communication, teamwork and interpersonal skills.

• • Pleasant, proactive and customer services oriented.

About Cachet Group:

Cachet Group is a premier wealth management firm dedicated to providing personalized investment strategies and financial planning services to high-net-worth individuals and families. Our client-centered approach and commitment to excellence have established us as a trusted advisor in the financial services industry.

How to Apply:

Qualified candidates should submit their resume and cover letter detailing their relevant experience and qualifications to career@cachet-group.com. Shortlisted candidates will be contacted for an interview.