Match score not available

Remote Part-time Personal Assistant

Remote:

Full Remote

Contract:

Part time

Work from:

South Africa

Offer summary

Qualifications:

Experience in the insurance industry, Highly organized and reliable, Strong verbal and written communication skills, Ability to handle sensitive information discreetly.

Key responsabilities:

Coordinate appointments and prepare meeting materials
Handle client communications and document support

RecruitMyMom.co.za Human Resources, Staffing & Recruiting SME https://www.recruitmymom.co.za/

11 - 50 Employees

See all jobs

Job description

This is a remote position.

A small, reputable Financial Services company seeking a part-time (10 hours per week), remote Personal Assistant to support the Director of the business. The ideal candidate must be mature, reliable, and highly organized, with experience in the insurance industry.

Calendar and Schedule Management: Coordinate appointments, prepare meeting materials, and send reminders.
Client Communication: Handle emails and calls, follow up on client requests, and draft summaries post-meetings.
Document and Compliance Support: Organize client files, handle compliance documentation, and update CRM records.
Onboarding and Documentation: Assist in client onboarding, prepare agreements, and manage client profiles.
Administrative Tasks: Manage expenses, order supplies as needed, and conduct brief research on relevant topics.
Client Relations: Track client milestones for personalized outreach and monitor client satisfaction.

Requirements

Insurance industry experience required
Exceptional organization and multitasking skills to manage calendars, meetings, and tasks efficiently.
Ability to prioritize tasks, meet deadlines, and help executives stay on track with their schedules.
Strong verbal and written communication skills to handle calls, emails, and interactions with clients professionally.
The ability to handle sensitive information discreetly and maintain confidentiality at all times.