Personal assistant

About the role

We are seeking a highly organized, proactive, and detail-oriented Personal Assistant to provide comprehensive administrative and operational support to the team. This role plays a critical part in ensuring smooth day-to-day operations, exceptional client service, and efficient management of appointments, documentation, and business activities.

Key responsibilities

• 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

About you

• Prior experience as a personal assistant, admin executive, or in financial services support
• Familiarity with insurance/investment terms and documentation
• Basic knowledge of AI tools (ChatGPT, Claude) to help draft summaries or speed up admin work