About Us
We are a dynamic finance company committed to delivering exceptional service and comprehensive administrative support to our corporate clients. Our team is dedicated to providing efficient and organized solutions that enhance client interactions and streamline operations. We take pride in our professional expertise, commitment to customer satisfaction, and innovative approach to administrative excellence.
We are currently looking for a dependable and detail-oriented Part-Time Administrative Assistant to support our daily operations and client coordination efforts.
Role Overview
This role is ideal for individuals aged 25 to 40 who are organized, proactive, and comfortable handling both administrative tasks and client communication. You will play a key role in ensuring smooth day-to-day operations by supporting documentation, scheduling, and coordination activities. No prior experience is required, as comprehensive on-the-job training will be provided. The ideal candidate will be a quick learner with strong communication skills in both English and Mandarin.
Key Responsibilities
1. Client Servicing and Appointment Management
- Contact clients by phone, WhatsApp, and email to schedule appointments, send reminders, and conduct follow-ups.
- Confirm, reschedule, and track client appointments.
- Follow up on premium payments, lapsed policies, policy reviews, claims, and outstanding documents.
- Assist clients with completing forms, obtaining signatures, and understanding required procedures.
- Escalate urgent or unresolved matters to the relevant support team.
2. Policy, Claims, and Insurance Administration
- Monitor policy applications, reinstatements, top-ups, exclusions, payments, and servicing requests.
- Track hospitalisation, travel, and other insurance claims.
- Liaise with insurers, clinics, claims departments, and policy servicing teams when required.
- Maintain General Insurance records, commissions, renewals, and policy documents.
- Save, organise, and file all supporting documents accurately.
3. Client Database and Record Management
- Update client profiles, policy statuses, birthdays, appointments, reviews, referrals, gifts, and event attendance.
- Maintain client segmentation and priority lists.
- Track lapsed, terminated, transferred, new, and inactive clients.
- Ensure spreadsheets, trackers, calendars, and contact records remain accurate and up to date.
4. Office Administration and Operations
- Maintain Trello boards, Google Drive folders, email folders, and office records.
- Prepare timesheets, payslips, schedules, receipts, tax records, invoices, and payment documents.
- Create and update Standard Operating Procedures for recurring processes.
- Provide regular progress updates and highlight upcoming deadlines or unresolved matters.
- Support recruitment, interview scheduling, onboarding, and staff handovers when required.
Requirements
- Minimum Diploma qualification (or equivalent)
- Proficient in English (spoken and written); Mandarin is an advantage
- Basic proficiency in Microsoft Office (Word, Excel, Outlook)
- Strong organizational and time management skills
- Good communication and interpersonal abilities
- Comfortable handling phone communication with clients
- Detail-oriented with the ability to multitask effectively
- Able to work independently with minimal supervision
Work Schedule
- Flexible part-time hours (to be discussed)
- Weekdays (Monday to Friday)
What We Offer
- Flexible working arrangement
- Supportive and collaborative team environment
- On-the-job training and skill development
- Opportunity to gain hands-on experience in administrative and coordination functions
Who This Role Is Suitable For
- Individuals seeking part-time work with flexible hours
- Candidates looking to gain or build administrative experience
- Those who enjoy structured tasks, organization, and communication
How to Apply
Interested applicants are invited to submit their resume via Indeed. Only shortlisted candidates will be contacted.
Job Types: Full-time, Part-time, Freelance
Pay: $11.00 - $14.00 per hour
Benefits:
- Employee discount
- Flexible schedule
- Health insurance
- Work from home
Work Location: In person