Insurance and Investment Administrative Assistant
$20 - $22 per hourFull-time
Perspective Financial
Job Responsibility:
Company Overview
We are a small, family-run financial advisory firm that has proudly served local families and businesses for over 40 years. Built on a foundation of trust, integrity, and long-term relationships, our team is committed to delivering personalized service and financial guidance.
Administrative Assistant Job Responsibilities:
- Digitizing/scanning files
- Data Entry
- Provide administrative support to ensure efficient operation of the office.
- Answer phone calls and support clients.
- Carry out administrative duties such as filing, typing, copying, scanning etc.
- Exhibit polite and professional communication via phone, e-mail, and mail.
- Help to process new insurance and investment business
- Prepare files for advisor meetings
- Assist with ongoing client service (personal information change, investment changes, aiding client with questions regarding policy information etc.)
Qualifications
- Experience in the financial services industry preferred
- The ability to work both in a team setting as well as independently
- Excellent organizational skills
- Multiple years of experience as an administrative assistant
- Attention to detail is a must
- Discretion
- Experience with Outlook, MS Office Suite
We're currently looking for a friendly, detail-oriented Administrative Assistant to join our team. If you're passionate about helping others and want to be part of a flexible, supportive workplace, we'd love to hear from you.
This position starts at 3 days per week, with the potential to grow into additional hours over time. We offer flexible scheduling to accommodate your other commitments and provide a meaningful opportunity in a stable, collaborative environment.
If this sounds like the right fit for you, we would love to hear from you.
Job Types: Part-time, Permanent
Pay: $20.00-$22.00 per hour
Expected hours: 24 per week
Benefits:
- Dental care
- Extended health care
- Life insurance
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
Work Location: In person
Vacancy posted 4 days ago
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