Personal Assistant (Weekdays only)

INITIUM 22 PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial advisory firm in Singapore is seeking an experienced administrative support professional. You will handle data entry, manage paperwork, liaise with clients, and ensure timely processing of claims and premium payments. The ideal candidate is proficient in English and Mandarin, has solid communication skills, and is familiar with Microsoft Office. Previous experience in insurance administration is preferred, with a focus on reliability and resourcefulness in tasks.

Qualifications

• At least 1-2 years of insurance admin experience is preferred.
• Insurance knowledge is a plus.
• Reliable and dependable in fulfilling tasks.

Responsibilities

• Data entry and administrative duties.
• Replying to emails and making phone calls to clients.
• Ensuring timely premium payments by clients.
• Processing claims and providing updates to clients.

Skills

Proficient in English and Mandarin

Communication skills

Meticulous and initiative

Proficient in Microsoft Excel, Word, PowerPoint

Ability to work under pressure

Resourcefulness

Job description

Monday - Friday, 9pm - 6pm
Location: Tanjong Pagar
You may also apply if you have past experience as a Financial Advisor.

Responsibilities

• Data entry
• Handle administrative duties (checking of paperwork, filing, etc).
• Replying to emails to clients and relevant departments.
• Making phone calls to set appointments.
• Ensure timely premium payments by clients.
• Process claims and provide regular updates to clients on claim status.
• Prepare necessary paperwork for new business opportunities.
• Generate proposals and quotations tailored to client needs.
• Prepare forms for clients.
• Act as a liaison between clients and back-end staff.
• Basic compliance duties.
• Other ad-hoc duties assigned.

Requirements

• Proficient in English and Mandarin to speak with Mandarin speaking clients.
• Meticulous, takes initiative and has good communication skills.
• Proficient in Microsoft Excel, Words, Power Point.
• Preferably at least 1-2 years of insurance admin experience.
• Insurance knowledge a plus point.
• Able to work under pressure.
• Ability to take initiative and anticipate needs.
• Reliability and dependability in fulfilling tasks.
• Resourcefulness in addressing challenges.