Role Overview
We are looking for an organised and responsible Administrative Assistant to support a Financial Services Director with daily administrative duties and client servicing matters.
Key ResponsibilitiesAdministrative Support
- Manage appointments, meetings and the Director’s calendar.
- Prepare, organise and maintain client documents and records.
- Assist with printing, scanning, filing and data entry.
- Track outstanding documents, signatures and deadlines.
- Update client information and administrative tracking sheets.
- Assist with the submission and follow-up of documents with relevant departments and financial institutions.
- Ensure all client information is handled accurately and confidentially.
Client Servicing
- Arrange and confirm client appointments.
- Send meeting reminders and follow-up messages.
- Follow up with clients for outstanding documents, forms and signatures.
- Provide clients with administrative updates on their applications or servicing requests.
- Assist with general client enquiries and direct them to the Financial Services Director when necessary.
- Maintain professional and responsive communication with clients through WhatsApp, telephone and email.
Requirements
- Organised, responsible and detail-oriented.
- Good communication and interpersonal skills.
- Comfortable using Microsoft Office, Google Workspace and spreadsheets.
- Able to manage multiple tasks and follow-ups independently.
- Professional and discreet when handling confidential client information.
- Previous administrative or client servicing experience is preferred.
- Experience in financial services, insurance or banking would be an advantage.
Pay: $3,000.00 per month
Benefits:
Work Location: In person