Administrative AssistantThe Vantage Talent Group • North York, ON, Canada
Administrative Assistant
The Vantage Talent Group • North York, ON, Canada
1 day ago
Job type
- Full-time
Job descriptionDocument 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. 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. 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)
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
Operational Support
Qualifications
Experience & Certifications
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Administrative Assistant • North York, ON, Canada
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