Admin Assistant / Personal Assistant

About Us

At Aspire Alliance, we are committed to delivering top-tier financial solutions through a team

of passionate, high-performing insurance professionals. We believe in supporting our agents

with strong operational backing to ensure they deliver the best service to clients. Join us and

be a vital part of an energetic, driven team that values initiative, efficiency, and excellence.

About The Role

We are looking for a dedicated Business Executive / Personal Assistant to provide end-to-end

administrative, event, operations, and sales support to our insurance financial agents. You

will play a critical role in enhancing our team's productivity and ensuring exceptional service

delivery to clients.

Key Responsibilities

Call & Communication Management

• Handle inbound and outbound calls professionally, including client queries,
  
  

appointment bookings, and follow-ups.

• Relay messages between clients and agents accurately and promptly.
• Maintain clear communication records.
  
  

Administrative & Operational Support

• Manage agents' calendars, schedule meetings, and coordinate internal/external events.
• Ensure all operational activities adhere to regulatory and internal compliance
  
  

standards.

• Assist with daily office tasks and documentation.
  
  

Sales & Client Support

• Prepare sales proposals, presentations, and materials for agents.
• Coordinate with underwriting and admin teams to ensure efficient policy processing.
• Maintain accurate client and sales records using CRM software.
• Provide front-line support to clients and escalate concerns when needed.
  
  

Liaison & Relationship Management

• Act as the go-between for clients and agents to facilitate clear communication.
• Support agents in follow-ups and client servicing activities.
• Uphold high standards of customer service and professionalism.
  
  

Requirements

• Proven experience in a support role, prior experience in admin, insurance, finance, or
  
  

customer service is a bonus

• Strong organizational skills
• Excellent communication skills—both spoken and written
• Strong organizational and multitasking abilities
• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM tools
• Proactive, resourceful, and a team player
• Ability to work independently and handle confidential information