Job Description
We are looking for a reliable and detail-oriented Remote Personal Assistant to support a Singapore-based Financial Advisor with administrative, policy servicing, and client coordination matters.
This role is best suited for someone who enjoys structured support work, is comfortable handling repetitive administrative tasks , and takes pride in accuracy and organisation.
The ideal candidate is hardworking, responsive, adaptable, open-minded, and able to learn quickly.
Key Responsibilities Update and maintain clients’ financial portfolio consolidations using Excel and Google Sheets.
Submit medical claims via insurer portals and email.
Communicate with clients regarding updates, outstanding documents, and ongoing matters.
Support policy servicing requests such as change of particulars, fund switches, and policy updates.
Arrange client review appointments and maintain client databases.
Support client se...