Long Term Personal Assistant

Long Term Personal Assistant

Company:

Finance related company doing insurance, investments, and loans with 12 years of experience.

Requirements:

- WFH and some days WFO

- Fluent in English (If Mandarin as well will be bonus)

- Must be good in Excel and computer knowledge

- Min Polytechnic/A levels

- Good in basic Mathematics

- Meticulous in data entry

- Independent and reliable, creativity is a plus

- Knowledge in Computer Science, Marketing or Accounting is preferred

Job Scope:

- Generating documents

- Checking documents

- Monitoring and following up on cases

- Sending me reminders

- Preparing meeting minutes and guides

- Sending scheduled follow up messages to clients

- Sending newsletters

- Reading and understanding repeated contracts (Will teach but expect understanding and independent after)

- Data entry

- Tallying bank statements and chasing payments

- Suggesting gift ideas and arrange gifts

- Doing claims

- Scheduling my appointments

- Following me to events

1st 3 months probation work from office/home.

Upon completion will mostly WFH.