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Administrative Assistant to Insurance & Financial Advisors

by Debbie Hamilton & Associates Ltd

Position Type: Any
Location: St Thomas, ON
Date Posted: Apr 05, 2022
Education: High School Diploma

Job Description

Job description
We’re a vibrant and fun group of Financial Advisors and Associates representing a national brand, seeking an administrative/clerical support person to join our team in a fast paced office. If you feel you would thrive in this environment and have the skills we are looking for, please send us your resume. Unfortunately, only those who are selected for an interview will be contacted.

Administrative Assistant to Insurance & Financial Advisors:
  • Provides administrative support to ensure efficient operation of the office.
  • Answers phone calls, schedules meetings and supports visitors
  • Carries out administrative duties such as maintaining compliant files, preparing paperwork, sending off completed paperwork etc.
  • Exhibits polite and professional communication via phone, e-mail, and mail.
  • Supports team by performing tasks related to organization and strong communication.
  • Is comfortable making outbound calls to existing clients to follow up on activities, claims, etc.
  • Provides information by answering questions and requests.
  • Contributes to team effort by accomplishing related results as needed.
The role would primarily be out of our St Thomas office with the possibility of some time spent in our Aylmer location.

Administrative Assistant Skills and Qualifications:
  • Reporting Skills
  • Administrative Writing Skills
  • Proficient on Computer
  • Microsoft Office Skills
  • Managing Processes
  • Organization
  • Analyzing Information
  • Professionalism
  • Problem Solving
  • Detail-oriented
  • Self-motivated
  • Goal driven
  • Ability to work well independantly and as part of a team
  • Verbal Communication
Education and Experience Requirements
  • High school diploma or equivalent education required
  • An LLQP License or Mutual Funds license considered an asset
  • Knowledge of appropriate software including Microsoft Word, Excel, and Outlook, Microsoft PowerPoint and Adobe Acrobat
Our ideal candidate has worked in the Insurance or the Financial Services Industry, or has extensive client service experience (retail, food services, etc).
We offer a competitive compensation package including health benefits.
Job Types: Full-time, Part-time, Permanent
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.

Application Contact Information

Company Name:   Debbie Hamilton & Associates Ltd
Contact Name:   Debbie Hamilton
Telephone:   519-633-3600
Email Address:   debbie_hamilton@cooperators.ca