Personal Assistant

About the Role
We are seeking a highly organized, proactive, and detail-oriented Personal Assistant to support a dynamic professional managing projects across multiple industries. This role requires exceptional multitasking skills, strong communication abilities, and the capacity to work independently while maintaining confidentiality.

Key Responsibilities
1. Technology Consulting Support
Track project deadlines and follow up on action items.
Stay updated on industry trends and project briefs to ensure smooth operations.

2. Life Insurance Sales Support
Organize, track, and schedule leads using CRM tools.
Monitor and report on lead performance metrics.
Prepare and organize materials for client appointments and presentations.

3. Online Chat Workflow Management
Track and report key performance indicators (KPIs) for chat operations.
Conduct quality assurance checks to ensure chat workflows meet defined standards.
Maintain clear documentation of processes and performance metrics.

4. License Reciprocity Assistance
Set up and manage client appointments.
Track the status of client applications and ensure timely follow-ups.
Prepare and submit necessary documentation with attention to detail.

Qualifications
Experience in administrative, project management, or personal assistant roles.
Proficiency with tools like Google Workspace, Microsoft Office, and CRM software.
Strong organizational and time-management skills with an ability to prioritize tasks.
Excellent communication skills, both written and verbal.
Detail-oriented with a focus on accuracy and quality assurance.
Ability to handle sensitive information with discretion and professionalism.

Compensation based on Experience