Executive Personal Assistant – Insurance & Claims Support

Anchorstone Legacy; Georgia; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary package

Pension contributions

Career development opportunities

Work-life balance

Job summary

Anchorstone Legacy is seeking a dedicated Personal Assistant to join our Newton Central Region team in a full-time capacity. You will provide essential administrative and executive support, liaise with head office, assist in planning events, and manage insurance claim processes with discretion.

The role involves preparing briefing documents, handling confidential information, coordinating meetings, and supporting wealth management interviews. A strong A/P background is preferred.

Qualifications

• Fresh graduates or experienced Personal Assistant preferably in insurance industry.
• Excellent organisational and time management with ability to manage multiple priorities.
• Strong written and verbal communication with professional presentation abilities.

Responsibilities

• Prepare and maintain briefing documents, reports and correspondence.
• Handle confidential information with discretion and maintain confidentiality protocols.
• Coordinate with the head office and participate in meetings and agendas.
• Process expenses, invoices and financial documentation with accurate records.
• Submit claims and generate quotes for clients.
• Arrange interviews for Wealth Managers and coordinate schedules.
• Provide general administrative support as needed.

Skills

Organisational skills

Time management

Written and verbal communication

MS Office proficiency

Scheduling software

Confidential information handling

Independent working

Interpersonal skills

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

Anchorstone Legacy is seeking a dedicated Personal Assistant to join our Newton Central Region team in a full-time capacity. You will provide essential administrative and executive support, liaise with head office, assist in planning events, and manage insurance claim processes with discretion.

The role involves preparing briefing documents, handling confidential information, coordinating meetings, and supporting wealth management interviews. A strong A/P background is preferred.