This is your opportunity to build your career with an organization where you can learn, grow and thrive both professionally and personally.
We are proud to be a small but mighty team empowering our employees to working collaboratively to provide the best service for our clients.
Primary Responsibilities :
- Support 2 Senior Advisors
- Calendar and travel management
- Credit card reconciliation
- Compare products scope and pricing using multiple option graphs, Power Point presentations, and excel worksheets
- Gather information on investment, market returns, investment progress and funds
- Ensure policies are correctly executed and filed
- Gather information on term renewal pricing, riders included in the contracts and various other relevant data
- Updating CE credits and memberships
- Manage CRM opportunities, leads and updating contact records
- Attend industry functions, such as association events and conferences as required
- Cultivate strong relationships and providing strong client support
- Meeting prep and documentation
- Manage hard copy and electronic filing systems
- Oversee office supplies
- Ad-hoc duties as required
Qualifications
- Business Administration Diploma and / or a minimum 5+ years administrative experience (preferably in the life insurance or financial services industry)
- Strong communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele
- Service oriented with strong relationship skills
- Ability to work independently and as part of a great team
- Ability to handle confidential information in a tactful and professional manner
- Proficient with MS Office (Microsoft Word, Excel, Outlook PowerPoint and TEAMS) and CRM (preferably Maximizer)
- Flexible and able to perform with minimal direction
- Outstanding organizational, planning and prioritization skills with the ability to multi-task to manage / prioritize multiple projects simultaneously as required
We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.
Job Type : Full-time / On Site
Benefits :
- Company events
- Dental care
- Extended health care
- Paid time off
- RRSP match
- Vision care
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