Personal Assistant to Manager[5 days/Financial advisor experience prefer/Insurance company

Job Responsibilities

• Provide comprehensive administrative and secretarial support to the Manager.
• Manage the Manager’s calendar, appointments, meetings, and daily schedule.
• Coordinate meetings and communicate with clients, internal teams, and external parties.
• Assist in preparing reports, presentations, meeting materials, and other documents.
• Handle correspondence, emails, and follow-ups on behalf of the Manager.
• Maintain proper filing, documentation, and confidential records.
• Assist with client-related administrative matters and document processing.
• Support the Manager in coordinating team activities, events, and meetings.
• Handle general administrative duties and other ad-hoc tasks as assigned.

Requirements

• Someone who has Finacial advisor PA experience prefer
• Prior experience as a Personal Assistant, Executive Assistant, or Administrative Executive will be an advantage.
• Good organisational and time management skills.
• Strong communication and interpersonal skills.
• Proficient in Microsoft Office.
• Able to handle confidential information with professionalism and discretion.
• Detail-oriented, proactive, and able to work independently.

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