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Administrative Assistant
Administrative AssistantThe Vantage Talent Group • North York, ON, Canada
Administrative Assistant

Administrative Assistant

The Vantage Talent Group • North York, ON, Canada
Il y a 1 jour
Type de contrat
  • Temps plein
Description de poste

The Vantage Talent Group is representing a Financial Advisory practice who is looking for a highly qualified Administrative Assistant.

The Key Accountabilities are :

Customer Relationship Management (CRM)

  • Take ownership of the CRM system to ensure accurate and up-to-date client information.
  • Manage automated processes within CRM.
  • Identify new opportunities in the CRM.

Insurance Operations

  • Document comprehensive meeting notes, perform accurate data entry, and provide necessary documentation for clients.
  • Prepare in-force illustrations, update client information and process policy changes (e.g. beneficiary designations, change of ownership, etc.).
  • Lead new business processing, handling underwriting and correspondence.
  • Prepare investment summaries, proposals, and performance updates for clients.

    • Operational Support

  • Update compliance documents and maintain proper documentation for all transactions.
  • Assist advisors in preparing for client meetings by compiling relevant reports, financial summaries, and other materials.
  • Maintain detailed logs of all client interactions and case progress.

    • Qualifications

    Experience & Certifications

  • 3+ years of experience in the insurance and financial services industry
  • LLQP-licensed in good standing
  • Experience using CRM systems
  • Experience with client onboarding
  • Proficient in Microsoft Office (Excel, Outlook, Word, Teams)
    • Créer une alerte emploi pour cette recherche

    Administrative Assistant • North York, ON, Canada

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