General Virtual Admin Assistant

Job Title: Administrative Assistant (Financial Services)

We are looking for a reliable and detail-oriented Administrative Assistant to support a
Financial Consultant in managing client relationships and back-end operations. This
role acts as a vital link between the Financial Consultant and clients, helping to ensure
clear communication and a seamless client experience throughout.

Key Responsibilities:
- Schedule appointments and manage the calendar of meetings and events
- Respond to client inquiries via WhatsApp and email in a timely and professional
manner
- Liaise with internal departments through email correspondence
- Perform accurate data entry for insurance and investment records using Excel
- Maintain and update contact databases, digital files, and folders
- Collaborate with another Administrative Assistant to handle sensitive client
information securely

We’re Looking for Someone Who Is:
- Meticulous, organised, and resourceful
- Proficient in Microsoft Excel, Google Sheets, PowerPoint, and Word
- Fluent in English with strong communication skills, both written and spoken
- Capable of managing multiple tasks efficiently
- A fast learner who takes initiative and works independently

Bonus Points If You Have:
- Prior experience in insurance-related work
- Knowledge or background in investment and financial services

Additional Information:
This role comes with a 6-month probation period. Upon successful completion, a
long-term contract will be o????ered. As our team continues to expand, we are seeking
someone who is committed to building a long-term career with us.

To apply, please submit the following to ----------
1. Your updated CV
2. A cover letter
3. A 3-minute introduction video

Subject should be in this format: OLJ Application_Your Complete Name

We look forward to hearing from you.