Personal Assistant

About the role

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.

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Company Intel

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