We are an insurance based financial services agency inspired by human beings. As financial advisors, we care and go beyond providing solutions to you, your families and companies.
Being in the business of people, we built a strong community of caring, like-minded individuals who believe in making a difference to people. Together, we work towards protecting livelihoods and dreams by keeping individuals, families and companies together, regardless of times. Our promise to the people we serve, is never to let anyone be limited by options because of finances.
We are looking for someone who can be a part of our big family! Someone who is extremely excited for something new and challenging for their career.
A Personal Assistant's main responsibility is to ensure business sustainability and continuity and to act as a first point of contact: dealing with correspondence, organising meetings and appointments for the Director. It involves providing financial and administrative support to colleagues, clients and stakeholders of the business, which includes (and not limited to):
- Agency support;
- Client management like: answering calls, responding to enquiries;
- Preparing proposals and weekly presentations;
- Assisting in claims and follow ups;
- Assisting in the preparation of budgets;
- Managing records and receipts;
- Reconciling daily, monthly and yearly transactions;
- Developing an in-depth knowledge of organisational products and process;
- Providing customer service to clients;
- Resolve financial disputes raised by the customer service and sales teams;
- Being a key point of contact for other departments on financial and accounting matters.
We are looking for someone who is:
- Initiative
- Able to work independently and with teams
- Extremely meticulous
- Able to work under stress
- Adaptable to changes
- Loves talking to customers
Related Job Searches:
- Company:
Life Inc - Designation:
Personal Assistant - Profession:
Admin / Secretarial - Industry:
Insurance - Location:
Outram