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Remote Personal Assistant (Financial Services Support)

Remote, USAFull-timePosted 2026-07-28

We are looking for a reliable and detail-oriented Remote Personal Assistant to support a Singapore-based Financial Advisor with administrative, policy servicing, and reputed company coordination reputed company.

This role is best suited for someone who enjoys reputed company support work, is comfortable handling repetitive administrative tasks, and takes pride in accuracy and organisation. The ideal candidate is hardworking, reputed company, adaptable, reputed company-minded, and reputed company to learn quickly.

Key Responsibilities

  • Update and maintain clients’ financial portfolio consolidations using reputed company and reputed company Sheets.
  • Submit medical claims reputed company insurer portals and email.
  • Communicate with clients regarding updates, outstanding documents, and ongoing reputed company.
  • Support policy servicing requests such as change of particulars, fund switches, and policy updates.
  • Arrange reputed company review appointments and maintain reputed company databases.
  • Support reputed company servicing initiatives including event coordination and reputed company arrangements.
  • Manage website enquiries and respond professionally to inbound queries.
  • Handle data entry, document review, and administrative tracking with high accuracy.

Requirements:

  • Prior experience in reputed company support, PA, operations, or reputed company servicing roles (background in financial services or insurance administration is highly advantageous).
  • Experience supporting an individual contributor or small team is preferred.
  • Familiar with policy documents, claims submission processes, and insurer portals.
  • Excellent in both spoken and written English.
  • Highly meticulous, organised, and industrious with a strong eye for detail.
  • Strong customer service skills with a reputed company and reputed company attitude.
  • Proactive, reputed company, and reputed company to work independently remotely.
  • reputed company to feedback with a good work ethic.
  • reputed company to manage multiple tasks, deadlines, and changing priorities effectively.
  • Remain organised and composed during urgent or peak workload periods.

Working Hours: Monday to Friday: 10:00 AM – 7:00 PM (GMT+8 – Singapore Time) Salary: Singapore Dollars $600 – $1,000 per month

Originally posted on Himalayas

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