Personal Assistant

PersonalAssistant

We are seeking a highly organized, proactive, anddetail-oriented Personal Assistant to provide comprehensive administrative andoperational support to the team. This role plays a critical part in ensuringsmooth day-to-day operations, exceptional client service, and efficientmanagement of appointments, documentation, and business activities.

• Manage calendars, appointments, meetings, and travel arrangements for hiring managers
• Coordinate and schedule client meetings, reviews, seminars, and events.
• Prepare meeting materials, presentations, reports, and client documentation.
• Handle correspondence, emails, phone calls, and follow-up communications professionally and promptly.
• Maintain organized filing systems and ensure accurate record keeping.

• Serve as the primary point of contact for clients regarding appointment scheduling and administrative inquiries.
• Follow up with clients on documentation, policy servicing requests, and outstanding requirements.
• Assist in maintaining strong client relationships through timely communication and support.
• Coordinate client appreciation events, workshops, and engagement activities.

• Assist with policy submissions, application processing, and administrative documentation.
• Ensure client records and documentation comply with company and regulatory requirements.
• Track business activities, production reports, and performance metrics.
• Liaise with internal departments and external stakeholders to facilitate smooth business operations.

• Support marketing initiatives, social media activities, and client communication campaigns.
• Coordinate event logistics, invitations, registrations, and follow-up activities.

• Monitor deadlines and ensure timely completion of tasks and submissions.
• Handle ad-hoc administrative duties and special projects as assigned.
• Identify opportunities to improve processes and enhance operational efficiency.

Minimum Requirements

· Prior experience as a personal assistant, adminexecutive, or in financial services support.

· Familiarity with insurance/investment termsand documentation.

· Basic knowledge of AI tools (ChatGPT, Claude) tohelp draft summaries or speed up admin work.