PERSONAL ASSISTANT

ASI Financial Services is looking to recruit an experienced and highly organised Personal Assistant to provide dedicated administrative support to three executives. The successful candidate must be proactive, detail-oriented, and capable of managing multiple priorities in a fast-paced professional environment.

• 3–5 years’ experience as a Personal Assistant or Executive Assistant supporting senior management.
• Advanced proficiency in Microsoft Excel and PowerPoint (compulsory).
• Excellent written and verbal communication skills.
• Strong attention to detail and excellent organisational skills.
• Basic financial knowledge.
• A relevant RE and/or insurance-related qualification will be advantageous.
• Previous experience within the insurance industry will be beneficial.

Key Duties and Responsibilities

• Comprehensive diary and calendar management for three executives.
• Coordinate and prepare for client-facing and internal business meetings, including meeting packs and presentations.
• Attend meetings and accurately record and distribute minutes.
• Manage and maintain agency agreements and referral agreements.
• Capture, maintain and update data across various systems, spreadsheets and reports.
• Prepare and update management reports using Excel and PowerPoint.
• Assist with the coordination and execution of ad hoc projects.
• Provide general executive administrative support, ensuring all tasks are completed efficiently and confidentially.

Personal Attributes

• Highly organised with the ability to prioritise competing deadlines.
• Professional, discreet and able to handle confidential information.
• Strong interpersonal skills with the confidence to engage with clients and stakeholders.
• Self-motivated, proactive and able to work independently.
• Meticulous with a high level of accuracy and attention to detail.

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