Personal Assistant

Anchorstone Legacy; Georgia; Sur place; USD 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

Competitive salary package

Pension contributions

Career development opportunities

Work-life balance

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Organisational skills

Time management

Written and verbal communication

MS Office proficiency

Scheduling software

Confidential information handling

Independent working

Interpersonal skills

Outils

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Description du poste

About the role

Anchorstone Legacy is seeking a dedicated and organised Personal Assistant to join our team in the Newton Central Region. This is a full-time position offering the opportunity to provide essential administrative and executive support to members of the team. As a Personal Assistant, you will be communicating with head office on behalf. You will also assist in planning events and clients' insurance claims whilst maintaining the highest levels of professionalism and discretion.

Key responsibilities

• Preparing and maintaining briefing documents, reports and correspondence
• Handling confidential information with discretion and maintaining strict confidentiality protocols
• Communications and coordinations with the head company
• Processing expenses, invoices and financial documentation whilst maintaining accurate records
• Claims submission and quotes generation for clients
• Coordinating meetings, preparing agendas, and taking minutes where required
• Providing general administrative support to the team as needed
• Screen through suitable candidates and arranging interviews for Wealth Managers

What we're looking for

• Fresh graduates or experienced Personal Assistant preferably in insurance industry
• Exceptional organisational and time management skills with the ability to manage multiple priorities simultaneously
• Outstanding written and verbal communication skills with professional presentation abilities
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and experience with scheduling software
• Strong discretion and ability to handle confidential information with integrity
• Proactive and solutions-focused approach with the ability to work independently and anticipate needs
• Excellent attention to detail and accuracy in all administrative tasks
• Professional demeanour with strong interpersonal skills and the ability to build positive relationships
• Flexibility and adaptability in a dynamic working environment

What we offer

Anchorstone Legacy is committed to supporting the professional development and wellbeing of our employees. We provide a competitive salary package, comprehensive benefits including pension contributions, and opportunities for continuous learning and career advancement. We foster a collaborative and supportive workplace culture where your contributions are valued and recognised. We are committed to maintaining a healthy work-life balance for all our team members.

About us

Anchorstone Legacy is a financial planning team dedicated to providing outstanding service and support to our clients. We are driven by our commitment to excellence, integrity, and delivering value to those we serve. Our organisation values professionalism, collaboration, and innovation. We maintain a workplace culture that celebrates diversity, encourages open communication, and empowers our employees to contribute meaningfully to our mission. Join a team where your skills are respected and your role directly impacts the success of our organisation.