Executive Assistant

 

Description:

The Executive Assistant’s main responsibilities will include:

  • Combination of administrative and financial services such as performing trades and getting insurance quotes
  • Provide detailed and meticulous administrative support
  • Input a wide variety of client data onto our system in a timely and efficient manner and upload documents into our internal system
  • Prepare new and current client paperwork and applications to ensure accuracy for processing
  • Provide client life and living benefits illustrations
  • Attend client meetings with a financial planner and/or insurance advisor to take notes and assist with the opening of files when requested.
  • Preparing background information for client review meetings
  • Build and strengthen relationships with new and existing clients by providing excellent customer service and support.
  • Technology improvements and implementation within the office to increase efficiency
  • Marketing and communications including using various forms of social media

Organization Sequential HR
Industry Executives Jobs
Occupational Category Executive Assistant
Job Location Toronto,Canada
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2023-07-02 12:13 pm
Expires on 2024-12-06