Admin Executive/Personal Assistant

Job Description: Personal / Administrative Assistant

Roles & Responsibilities

• Direct comprehensive administrative and operational support for a Financial Services Director or Agency Manager, ensuring the seamless execution of daily advisory activities.

• Process premium notices and policy renewals meticulously, ensuring consistent and timely premium collections to maintain active client coverage.

• Act as the primary liaison for claims processing, coordinating extensively with insurers, medical clinics, and hospitals to expedite client claim settlements.

• Execute comprehensive backend paperwork for investment and life insurance submissions, meticulously preparing document packages for ongoing client portfolio reviews.

• Maintain and update critical client records, including Customer Knowledge Assessments (CKA) via designated insurer portals, and systematically track monthly operational expense logs.

• Deliver proactive client servicing by tracking key dates such as birthday listings, and efficiently resolving client inquiries through close coordination with various insurers.

• Support insurance agent recruitment efforts by calling candidate contacts provided by the Director, conducting preliminary filtering, and seamlessly arranging interview schedules.

Requirements

• Minimum Diploma in Business Administration or a related discipline.

• At least 1 - 2 years of dedicated administrative or personal assistant experience.

• Proficiency in spoken Mandarin is required to liaise effectively and provide dedicated support to a significant portfolio of Mandarin-speaking clients.

• Highly meticulous, stable, and independent work ethic, with the readiness to commit to a 100% work-from-office arrangement and structured daily operational hours.

  Application Instructions

  Interested applicants, please write in through CareersFuture with a detailed resume in MS Word format.

Please provide the following details in your application:

• Availability

• Current / Expected salary

• Reasons for leaving previous employments

We regret that only shortlisted candidates will be notified.