Job Description

At Legacy FA Pte Ltd, we are dedicated to providing top-tier financial advisory services tailored to meet the diverse needs of both individuals and businesses. Our expertise spans across investment strategies, insurance solutions, retirement planning and group employee benefits. We also offer critical support in business continuation and general insurance.In collaboration with our trusted partners, we extend our services to include estate distribution and mortgage refinancing, ensuring that our clients receive comprehensive, integrated solutions for all their financial needs.Position Overview:We are looking for a highly organized and detail-oriented Personal Assistant to support our manager. This role is crucial in ensuring that our manager\xe2\x80\x99s daily operations run smoothly and efficiently. The ideal candidate will excel in managing a diverse range of responsibilities, including client management, team expansion activities, and acting as a liaison for digital marketing efforts. If you are proactive, meticulous, and skilled in providing top-notch administrative support, we would love to hear from you.Key Responsibilities:1. Client Management

• Serve as the primary point of contact for client inquiries, ensuring timely and professional responses.
• Manage client cases from initiation to resolution, coordinating with various departments to meet client needs and expectations.
• Maintain detailed records of client interactions, progress, and outcomes.

2. Administrative Support

• Follow-up with Prospects/Clients. This involve; a) liaising with clients to secure outstanding documents, e.g., GIRO form b) monitoring and fulfilling insurers\xe2\x80\x99 New Business requirements c) arranging medical check-ups at the clients\xe2\x80\x99 convenience and clinic\xe2\x80\x99s availability while ensuring the type of tests administered to be accurate with insurers\xe2\x80\x99 requirements d) reminding clients on failed premium deductions and renewal dates
• Case preparation a) preparing policy summaries b) printing of quotations/factsheets, preparing new application administrative works
• Key in client data into client database
• Key in new case submission into submission portal and uploading necessary documents.
• Filing and scanning of expenses/personal documents etc.
• Create new client\xe2\x80\x99s data into google calendar and client database

3.Team Expansion Activities:

• Assist with recruitment processes, including scheduling interviews, coordinating with candidates, and facilitating onboarding procedures.
• Prepare and manage documentation related to new hires, such as job descriptions and employment contracts.

4.Digital Marketing Support:

• Act as the intermediary between the company and potential prospects for digital marketing campaigns.
• Arrange and schedule meetings with prospective clients
• Track and report on the progress of these interactions and meetings.

Qualifications:

• Exceptional organizational skills with a keen eye for detail.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Ability to manage multiple priorities and deadlines efficiently.
• Discretion and confidentiality are essential.

Education and Experience:

• High school diploma or equivalent; Associate\xe2\x80\x99s or Bachelor\xe2\x80\x99s degree preferred.

Application InstructionsPlease apply for this position by submitting your text CV using InternSG.
Kindly note that only shortlisted candidates will be notified.

InternSG