Editorial summary

The company is seeking a Personal Assistant to provide comprehensive administrative and personal support to a Financial Advisor within the insurance industry. Key responsibilities include managing schedules, coordinating meetings, preparing documents, and assisting with client interactions and event logistics. The role offers a salary of up to $4,200 per month and requires strong organizational skills, attention to detail, and the ability to handle multiple tasks efficiently. This urgent position is based in New Jersey.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job https://singapore.job-q.com/jobs/detail/personal-assistant-up-to-4-5k-insuranceindustry-urgent-njh-36151 first appeared in Job-Q.com on 05 Oct 2026]

Responsibilities:

• Provide day-to-day personal and administrative support to the Financial Advisor.
• Manage the FA’s calendar, appointments and meeting schedules.
• Coordinate meetings and liaise with clients, partners and internal teams
• Assist in preparing documents, presentations and meeting materials.
• Follow up on client appointments, enquiries and required documents.
• Assist with travel arrangements, event schedules and other logistics when required.
• Support the planning and coordination of client events, seminars and networking sessions.
• Be on-site during events to assist with registration, coordination and event arrangements.
• Handle ad hoc administrative tasks and support the FA with daily operations.
• Work closely with the FA to ensure smooth coordination of client and business matters.

Requirement:

• Diploma or Degree Holder with 3 years of Secretarial / Admin Support experience
• Insurance background (ex Financial Advisor are welcome to apply!)
• Possess initiative, ownership
• Able to support beyond office hours when there is event (payable or OIL)
• Comfortable dealing with HNW clients

Interest applicants, pls email updated resume to

Jessie Hoe Huey Miin

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EA Lic: 99C4599

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