This is a fixed-salary administrative position supporting a senior insurance professional. It is not an insurance sales, Financial Consultant or commission-based role.

Responsibilities

• Provide day-to-day personal assistant and administrative support, including managing appointments, meetings, schedules and correspondence
• Handle insurance administration including policy servicing, documentation, data entry, filing and maintenance of customer records
• Assist with client enquiries, follow-ups and preparation or retrieval of policy information when required
• Provide professional administrative support to clients, including HNW and VIP customers, while maintaining a high standard of service
• Prepare documents, spreadsheets, presentations and other administrative materials using Microsoft Office applications
• Handle confidential client, financial and personal information with appropriate discretion and care
• Support basic bookkeeping, accounting administration and maintenance of relevant records
• Assist with general office administration, event preparation and other ad hoc matters when required

Requirements

• Experience in insurance administration, financial services, PA/EA support or a similar administrative position will be advantageous, although candidates with strong transferable administrative experience may also be considered
• Proficient in Microsoft Word, Excel and PowerPoint, with basic bookkeeping or accounting knowledge
• Organised, detail-oriented and dependable, with the ability to manage confidential information responsibly
• Strong interpersonal and service skills with the ability to work independently and support senior-level or VIP clients professionally
• Candidates seeking a stable, long-term administrative career are welcome to apply, with no requirement to undertake insurance sales or prospecting

Tyson Jay Management Pte Ltd | EA Licence No.: 24C2479

Ivan Lim | EA Personnel No.: R1109856