Personal Assistant supporting in e-communication, financial planning, and offer management at Next Generation Insurances. Role includes organizing, email management, and financial tasks remotely.
Responsibilities
Sort, respond to, and archive incoming email
Prepare proposals/quotes
Financial planning using Google Sheets
Schedule appointments and monitor activities in the CRM
Requirements
IHK qualification as an Insurance and Finance Clerk OR demonstrable experience in insurance and finance
Knowledge of the main types of insurance coverage
Willingness to learn
Benefits
A strong learning curve in finance, taxes, wealth management, and insurance that will benefit you for life
100% remote
Opportunity to become a partner
Training and development opportunities
Job title
Personal Assistant, e‑communication, Financial Planning, Proposals
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