Role Overview:
We are looking for a dependable and detail-oriented Remote Personal Assistant to support a Singapore-based Financial Advisor with insurance claims, policy servicing, financial documentation, and day-to-day client administration.
This is a highly structured administrative role involving regular data entry, document checking, claims submissions, policy updates, and follow-ups. The successful candidate must be comfortable performing repetitive tasks while maintaining a consistently high level of accuracy, patience, and professionalism.
Candidates with direct experience in insurance claims, policy servicing, insurance administration, or financial advisory support will have a strong advantage.
*Comprehensive step-by-step training will be provided. We are therefore looking for someone who takes their responsibilities seriously and is genuinely interested in building a stable, long-term working relationship.
Key Responsibilities:
- Update and maintain clients financial portfolio consolidations using Excel and Google Sheets.
- Submit medical claims via insurer portals and email.
- Communicate with clients regarding updates, outstanding documents, and ongoing matters.
- Support policy servicing requests such as change of particulars, fund switches, and policy updates.
- Arrange client review appointments and maintain client databases.
- Support client servicing initiatives including event coordination and gift arrangements.
- Manage website enquiries and respond professionally to inbound queries.
- Handle data entry, document review, and administrative tracking with high accuracy.
Requirements:
- Direct experience in insurance administration, claims processing, or policy servicing is strongly preferred.
- Familiarity with insurance policies, claims documentation, insurer portals, and policy servicing procedures.
- Experience handling financial documents, client records, confidential information, or compliance-related documentation.
- Proficient in Microsoft Excel/Google Sheets, including regular data entry, tracking, and record maintenance.
- Excellent written and spoken English, with the ability to communicate clearly and professionally.
We are looking for someone who:
- Highly meticulous, patient, and attentive to small details, particularly when reviewing financial and insurance documents.
- Comfortable performing repetitive administrative tasks accurately and consistently.
- Proactive and resourceful, with the ability to identify outstanding matters and follow through without constant reminders.
- A fast learner who can understand structured processes and quickly grasp technical knowledge.
- Able and willing to learn independently, research unfamiliar matters, and resolve routine issues where appropriate.
- Able to manage urgent requests, multiple deadlines, and competing priorities calmly and effectively (ie: tracking progress of claims, sending calendar reminders, updating sheets).
- Able to handle confidential client, financial, and insurance information responsibly.
- Receptive to feedback and committed to continuous learning and process improvement.
- Interested in a stable, long-term working relationship and developing deeper expertise in claims and policy administration.
Working Hours:
Monday to Friday: 10:00 AM – 7:00 PM
- Public Holidays will adhere based on Singapore's public holiday
Please note that this is a fully remote role.
Only shortlisted candidates will be contacted.
