Job Description

Company Description

Apex Financial Consulting Inc. - Insurance and Investments

Role Description

We are seeking a dedicated and detail-oriented PART TIME Office Assistant with experience in Insurance and Investments processing. This is an on-site position located in Calgary, AB.

This role is ideal for individuals with a background in financial services and a passion for helping clients navigate their insurance and investment needs.

The Office Assistant will be responsible for assisting in the processing of Insurance and Investment applications. In addition to providing clerical support, managing phone calls, handling executive administrative tasks, and maintaining communication between clients and the advisor.

Day-to-day tasks include scheduling appointments, organizing files, preparing documents, and greeting visitors. Communicate with insurance and investment fund companies to ensure timely processing of client requests.

Required skills and qualifications

Experience in Insurance and Mutual Funds Proficient in Microsoft Office Suite Administrative Assistance skills Strong Phone Etiquette Excellent verbal and written communication skills Proficiency in Clerical tasks Strong organizational skills and a high level of attention to detail Administrative diploma, High school diploma or equivalent
Please send your resume to admin@apexfc.com if interested. NO PHONE CALLS.

Job Types: Part-time, Permanent

Pay: $24,000.00-$26,000.00 per year

Expected hours: 23 per week

Benefits:

Flexible schedule Paid time off
Education:

Secondary School (required)
Experience:

Insurance and investments admin: 1 year (required)
Location:

Calgary, AB T2H 0G5 (required)
Work Location: In person