Financial Services Representative
Mississauga, ON, CA, Canada
Job Description
Education: Experience:
Education
-------------Bachelor's degree or equivalent experience
Asset languages
-------------------Hindi Panjabi; Punjabi
Work setting
----------------Insurance company
Tasks
---------Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals Review and evaluate new administrative procedures MS Office Establish work priorities and ensure procedures are followed and deadlines are met Assist in the preparation of operating budget and maintain inventory and budgetary controls Assemble data and prepare periodic and special reports, manuals and correspondence Ensure appropriate forms, medical examinations and other policy requirements are completed Monitor insurance claims and respond to clients' enquiries Investigate complaints
Computer and technology knowledge
-------------------------------------MS Excel
Area of specialization
--------------------------Reports
Work conditions and physical capabilities
---------------------------------------------Attention to detail Fast-paced environment Large caseload Tight deadlines Work under pressure
Personal suitability
------------------------Accurate Client focus Efficient interpersonal skills Excellent oral communication Excellent written communication Flexibility Judgement Organized Team player Integrity Quick learner
Experience
--------------1 to less than 7 months
Financial benefits
----------------------Bonus
Other benefits
------------------Free parking available Duree de l'emploi: Permanent Langue de travail: Anglais * Heures de travail: 35 hours per week
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Job Detail
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Job IdJD2717569
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMississauga, ON, CA, Canada
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EducationNot mentioned