Personal Assistant (Part-Time, Flexible Hours)

Location: Singapore | Part-time (3–4 days/week, 3–4 hours/day)

Industry: Financial Services / Insurance / Wealth Management

About the Role:

We are seeking a proactive and detail-oriented Personal Assistant (PA) to support a high-performing Financial Consultant and his advisory team. This is a flexible part-time role ideal for individuals who enjoy backend support work and want a steady, meaningful position in a fast-paced financial services environment.

You’ll help ensure smooth case follow-ups, documentation, reporting, and internal coordination without client-facing duties.

Work Arrangement:

• 3–4 working days per week

• 3–4 hours per day (flexible timing; ideally within office hours)

• Option to work remotely after onboarding (hybrid flexibility)

Key Responsibilities:

1) Preparation & Admin Support

• Assist in preparing Asset Management Reports (AMR) and Portfolio Summaries

• Support appointment prep and spot admin gaps for process improvement

• Generate PayNow QR codes for payment coordination

2) Insurance Case Handling & Documentation

• Submit claims and forms for accident, hospitalisation, life, or critical illness policies

• Help with form filling and uploading to insurer portals

• Follow up on underwriting and claims to ensure timely case progress

3) Internal Liaison (Non-client Facing)

• Liaise with insurer departments (e.g. Customer Service, Underwriting) via WhatsApp/email

• Track case statuses and escalate delays or missing documents

• Relay updates to adviser (e.g. via voice message summaries)

4) Reporting & Tracking

• Prepare internal reports (e.g. Belief Monthly Report)

• Flag workflow trends and assist in backend data updates

Who You Are:

✔️ Well-organised, proactive, and responsible

✔️ Able to work independently once trained

✔️ Tech-friendly (Excel, Google Sheets, PDF tools, insurer portals)

✔️ Based in Singapore (Singaporean/PR preferred)

⭐ Bonus if you have:

• Prior experience in insurance operations, admin, or financial services

• Familiarity with Great Eastern or similar insurer workflows

• Strong written communication skills for internal coordination

💡 Why Join Us?

✨ Flexible schedule – ideal for caregivers, mid-career switchers, or semi-retirees

✨ No direct client-facing work

✨ Learn the inner workings of a trusted financial advisory team

✨ Friendly, supportive work culture with mentorship