Job Description

We are looking for a motivated and detail-oriented worker to join our administrative support team full-time. Ask yourself...

Does it bother you when deadlines are missed? Do you double- and triple-check your spelling? Are you able to pick up on new ideas quickly? If you are known for your organizational abilities and general problem-solving skills, this may be the role for you!

The ideal candidate for this position will be extremely organized and responsible, committed to excellence, and able to work independently and as part of a close-knit team.

What a day looks like for this position:

Set up accurate and detailed prospect files Provide computer-generated sales illustrations and proposals, as needed Track the status of pending applications Follow up with banking institutions, 3rd party providers, and medical offices Effectively communicate with underwriting on issues and placing problems Start paperwork, complete applications, and follow-up on investment activities Maintain up-to-date detailed client records Track outstanding requirements and documents Transmit faxes and photocopy advisor materials Screen incoming calls and record detailed messages Maintain a professional environment for clients and co-workers Handle confidential materials with the utmost tact

Required Skills and Behaviours:

Confidence to work independently and respectful while working with a team Ability to separate work and personal Advanced prioritization and coordination of time-sensitive tasks Maintain a professional attitude and positive outlook Ability to build trusting relationships with management, co-workers, business partners, and clients Ability to closely follow compliance guidelines Strong interpersonal skills (listens well, communicates consistently with the team, confronts issues openly and honestly, able to handle criticism and learn from mistakes) Excellent written and oral communication skills Professional and appropriate telephone etiquette In-depth knowledge of Microsoft Excel (creating and editing spreadsheets, entering formulas, creating graphs, and more) Proficient using other Microsoft 365 programs, including Word, Outlook, PowerPoint, and OneDrive Aptitude for learning new software and technologies Positively respond to changing requests and dynamics Confidence to handle decisions or issues

Preferred Qualifications:

Experience with group benefits considered an asset Experience with investing and finances considered an asset Experience with insurance considered an asset (individual life or health and dental policies)

To Apply:

Please submit your resume with a cover letter and three references. We welcome all interested parties to apply but only selected candidates will be contacted for an interview. Thank you in advance!

Job Type: Full-time

Pay: $17.00-$21.00 per hour

Benefits:

Disability insurance Employee assistance program Life insurance RRSP match
Education:

Secondary School (preferred)
Experience:

administrative assistant: 1 year (preferred)
Work Location: In person