Personal Assistant - D13 Macpherson, Braddell, SG

Roles & Responsibilities

Key Responsibilities

Assist in managing client documentation, submissions, and policy servicing.

Follow up with insurers and clients to ensure completion of outstanding requirements.

Maintain accurate records, compliance documents, and internal databases.

Coordinate schedules, meetings, and progress updates for advisors.

Requirements

Minimum 1–2 years of experience in insurance-related work.

Former Financial Advisors or individuals with FA experience are strongly preferred.

Detail-oriented, with strong communication and follow-up skills.

Tell employers what skills you have

Microsoft PowerPoint

Microsoft Office

Microsoft Excel

Travel Arrangements

Stress

Arranging

Pressure

Administrative Support

Microsoft Word

Databases