Personal Assistant to Manager in FA Firm - #1162721

People with experience as an insurance PA or in AIA preferred!

Key Responsibilities & Job Description:

• Provide administrative support on pre- and post- sales matters.

• Attending to client’s queries on behalf of Manager whenever required.

• Maintain Manager’s appointment schedule by scheduling appointments with clients

• Design & update meeting slides, rewards/challenges, and upcoming events for the team.

• Liaising with clients for any outstanding documentation, maintaining polite and professional communication via phone, e-mail, and mails.

• Submission and follow-up on insurance documents via system.

• Perform other clerical and administrative duties such as maintenance of proper filing system for client database.

• Tracking of daily expenses, consolidating, and preparing of monthly tax receipts and claims.

• Very basic Video Editing.