Administrative Executive (cum Personal Assistant)

Archel Advisory is a leading insurance agency specializing in comprehensive financial planning services. We pride ourselves on providing exceptional client experiences through a deep understanding of financial needs and goals. As we continue to expand our operations, we are seeking a highly organized and motivated Administrative Executive to join our team and support our daily operations.

The ideal candidate will have excellent communication skills, organizational abilities, and the capacity to handle multiple tasks in a fast-paced environment.

Key Responsibilities:

• General Administrative Support:Provide administrative support to senior management and team members, including scheduling meetings, managing calendars, and handling correspondence.

• Office Management:Oversee office supplies, equipment, and maintain an organized office environment.

• Client and Stakeholder Coordination:Assist in managing client relationships by handling inquiries, scheduling appointments, and ensuring smooth communication between clients and the advisory team.

• Document and Data Management:Maintain accurate filing systems for physical and digital documents, ensuring all client and company records are organized and easily accessible.

• Communication and Correspondence:Serve as the first point of contact for phone calls and emails, ensuring inquiries are routed to the appropriate team members.

• Administrative Project Support:Assist in the execution of special projects and initiatives led by management, providing administrative assistance as needed.

• Compliance and Confidentiality:Ensure that all administrative processes align with company policies, procedures, and legal requirements, maintaining confidentiality in all tasks.