Personal Assistant – Financial Advisor

Description:

A executive financial advisor is seeking a reliable and detail-oriented Personal Assistant to provide administrative and operational support.

Key Responsibilities:

• Managing client correspondence and scheduling appointments

• Preparing and maintaining client and policy documentation

• Liaising with clients, insurers, and internal bank departments

• Assisting with onboarding, reviews, claims, and policy servicing

• Maintaining accurate records and ensuring compliance requirements are met

  Requirements:

  • Previous experience as a Personal Assistant or Administrator (financial services experience advantageous)

  • Strong organizational and time-management skills

  • Excellent written and verbal communication skills

  • High level of professionalism and confidentiality

  • Proficient in Microsoft Office (Outlook and Word)

  • Ability to work independently and under pressure.

    Personal Attributes:

    • Well-presented and client-focused

    • Detail-oriented and proactive

    • Trustworthy and dependable

      Remuneration:
      Market-related, based on experience.

      
      

      To Apply:
      Please send your CV and a brief cover letter to S

      insurancecover098@gmail.com