RESPONSIBILITIES:
- Coordinate and monitor calendars (e.g. schedule meetings, arrange appointments, and provide reminders)
- Manage all client's files with respect to financial security.
- Maintain total privacy of client information & confidential data.
- Follow up with client's file underwriting needs.
- Update CRM database & manage mass marketing projects.
- Track and monitor reporting and other deadlines required to meet the reporting requirement.
QUALIFICATIONS:
We’re committed to hiring the best talent for the role. Here’s how we’ll know you’ll be successful in the role:
- Must be Life License qualified (HLLQP).
- 2-3 years of professional office administrative experience.
- Post-secondary education and Office Administration experience is an assets.
- Strong proficiency with Word, Outlook, Access, Excel, and PowerPoint, Salesforce, Google Docs.
- Excellent and effective communication skills with our clients, and all employees including site personnel and international business partners.
- Proven ability to multitask, organize and prioritize work.
- Demonstrated ability to work successfully under frequently changing priorities and meet competing deadlines.
- Ability to work with highly confidential information.
- Strong customer service orientation with a pleasant, helpful demeanor
- Proficient with presentation creation.
- Ability to think proactively and to be a team player.
- Excellent written and verbal communication skills
- Strong attention to detail.
- Personal initiative, professional telephone manner, and customer service focused.
COMPENSATION: Fixed per month upon successful orientation program.
Even if you have applied through Indeed, please apply with your resume to [email protected]
Job Type: Full-time
Pay: $40,000.00-$45,000.00 per year
Flexible language requirement:
Schedule:
- Monday to Friday
- Weekends as needed
Ability to commute/relocate:
- Mississauga, ON L5N 2R7: reliably commute or plan to relocate before starting work (required)
Application question(s):
Education:
- Bachelor's Degree (preferred)
Experience:
- Microsoft Excel: 2 years (preferred)
- Administrative experience: 2 years (preferred)
Licence/Certification:
Location:
- Mississauga, ON L5N 2R7 (preferred)
Work Location: In person
Expected start date: 2024-06-10
