Secretary

About the Role

Lion Global Investors is seeking a Secretary to offer dedicated secretarial and administrative assistance to our Chief Marketing Officer, along with supporting the Client Services Team and Business Development Division at our Singapore office.

Key Responsibilities

• Assist the Chief Marketing Officer with secretarial and administrative duties.
• Support Client Services by preparing necessary documentation such as Investment Management Agreements (IMAs), account profiles, and supplementary documents for circulation and execution.
• Create presentation materials and reports for meetings, respond to client correspondence, and prepare monthly management and ad hoc client reports.
• Maintain and update client data records and manage filing systems for proposals, presentations, meeting minutes, and client communications.
• Ensure compliance by updating the Operations Manual as required and responding to regulatory requests for audits, including performing Anti-Money Laundering (AML) and Politically Exposed Persons (PEP) checks.
• Support operational risk management through tasks like risk and control assessments and scorecard management.
• Track and follow up on outstanding documentation and team action items.
• Provide administrative assistance to the Business Development Division by arranging travel, managing pre-trip procurements and post-trip claims, and processing other business-related expenses such as transport and entertainment claims.
• Prepare and bind presentation materials, organize meetings including setup, and assist with miscellaneous projects such as divisional events.

Candidate Requirements

• Diploma or degree in Business Administration, Banking & Finance, or related fields.
• A minimum of three years’ secretarial experience, preferably within the financial sector.
• Proficient with Microsoft Office suite (Word, Excel, PowerPoint, Outlook) and basic office systems.
• Experienced in calendar management including meeting scheduling, coordination, and room booking.
• Familiar with basic financial administration such as handling claims, invoices, and purchase requests.
• Strong verbal and written communication skills.
• Excellent coordination abilities working with internal teams and external clients or vendors.
• Exceptional organizational skills and time management, capable of prioritizing multiple tasks effectively.
• Ability to handle sensitive information discreetly and maintain confidentiality.
• Reliable, proactive, and able to work independently.
• Competent in problem solving and following through on assignments.

Additional Information

Lion Global Investors Limited practices equal employment opportunity, making employment decisions objectively based on job criteria without regard to age, race, gender, religion, marital status, family responsibilities, or disabilities.

Please note that only shortlisted candidates will be contacted. Refer to our Data Protection Policy Statement for details on handling your personal data.