Personal Assistant to Manager[5 days/Financial advisor experience prefer/Insurance company

Job Responsibilities

* Provide comprehensive administrative and secretarial support to the Manager.

* Manage the Manager’s calendar, appointments, meetings, and daily schedule.

* Coordinate meetings and communicate with clients, internal teams, and external parties.

* Assist in preparing reports, presentations, meeting materials, and other documents.

* Handle correspondence, emails, and follow-ups on behalf of the Manager.

* Maintain proper filing, documentation, and confidential records.

* Assist with client-related administrative matters and document processing.

* Support the Manager in coordinating team activities, events, and meetings.

* Handle general administrative duties and other ad-hoc tasks as assigned.

Requirements

* Someone who has Finacial advisor PA experience prefer

* Prior experience as a Personal Assistant, Executive Assistant, or Administrative Executive will be an advantage.

* Good organisational and time management skills.

* Strong communication and interpersonal skills.

* Proficient in Microsoft Office.

* Able to handle confidential information with professionalism and discretion.

* Detail-oriented, proactive, and able to work independently.

See less