REMOTE PERSONAL ASSISTANT (INSURANCE CLAIMS & POLICY SUPPORT)

We are looking for a mature Remote Personal Assistant to support a Singapore-based Financial Advisor with insurance claims, policy servicing, and financial documentation. 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. Direct experience in insurance claims, policy servicing, or financial advisory support is strongly preferred. Candidates who have previously supported a Financial Advisor, Insurance Advisor, or similar individual contributor 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. The ideal candidate is 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). • Receptive to feedback and willing to follow established procedures and step-by-step workflows. • Can be trusted to manage confidential financial and insurance information responsibly. • Values stability and is committed to developing long-term expertise in claims and policy administration. Salary range: Singapore Dollars $600 - $1,000/month Working Hours: Monday to Friday: 10:00 AM – 7:00 PM (GMT+8 – Singapore Time)