Personal Assistant (Insurance Industry)

apartmentWEALTH INFINITY Pte Ltd placeDowntown Core scheduleFull-time calendar_month 
Job Description: Personal Assistant (Insurance Industry)
  • Location: Office-based, Hybrid working to be discussed
  • Working Hours: Monday to Friday, 9:00 AM to 6:00 PM
  • Trial Period: 2 Weeks Assessment Period, will be paid hourly

About the Role

We are seeking a proactive, organised, and dependable Personal Assistant to provide both administrative and personal support within the insurance industry. This role suits someone who thrives in a fast-paced environment, enjoys solving daily puzzles, and can keep many moving parts in orbit.

Key Responsibilities
  • Prepare and organise policy summaries and client documents
  • Assist with checking, processing, and submitting administrative paperwork
  • Coordinate appointments, meetings, and calendar schedules
  • Meet clients when required for document handover / signatures
  • Handle calls, messages, and follow-up matters promptly
  • Manage reminders, travel plans, errands, and ad hoc personal tasks
  • Maintain proper filing of confidential records and documents
  • Provide day-to-day support to ensure smooth business operations
Requirements
  • Diploma / Degree in any discipline
  • Good communication and interpersonal skills
  • Responsible, meticulous, and well-organised
  • Comfortable handling confidential information
  • Proficient in Microsoft Office / Google
  • Able to work independently and efficiently
  • Strong organisational and time-management skills
  • Candidate with experience is preferred
What We Offer
  • Stable office environment
  • Growth exposure within the insurance / financial advisory industry
  • Close mentorship and hands-on learning
  • Opportunity to develop strong administrative and client servicing skills
  • Dynamic role with variety and learning opportunities

Interested Applicants

If you are someone who enjoys being the backbone of daily operations and keeping everything seamless behind the scenes, we’d love to hear from you.

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