
Personal Assistant
1 week ago
Join Our Growing Team
We're on the lookout for a Full Time Personal Assistant who is disciplined, proactive, and ready to step up. Whether you're an undergraduate or a fresh graduate, this role gives you the platform to learn, take charge, and advance your career.
What You'll Be Doing
- Assist in coordinating meetings and maintaining organize schedules.
- Connect with prospects and clients confidently over calls and text messages.
- Secure appointments and send Google Calendar invites with close follow-ups.
- Maintain accurate client records to support smooth operations.
- Prepare policy summaries and documentation using Excel with precision.
- Update investment performance data, including fund prices and tracking.
- Gather personal and health information for new applications.
- Coordinate appointments and follow-ups, including medical or other required checks.
- Ensure a smooth and seamless onboarding experience for clients by assisting with necessary documentation and processes.
Who We're Looking For
- A motivated individual who is Undergraduate or fresh graduates are welcome
- Strong initiative, discipline, and willingness to take ownership.
- Confident communicator on calls, zoom, and messages.
- Comfortable using Excel, Google Calendar, and Zoom.
What We Offer
- Hands-on training and mentorship from experienced leaders.
- A young, supportive, and energetic team culture.
- Salary package that rewards initiative and results
This is not just another desk job — it's your opportunity to learn, lead, and make an impact.
Job Types: Full-time, Permanent, Fresh graduate
Pay: $2, $4,500.00 per month
Benefits:
- Flexible schedule
- Professional development
Work Location: In person
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