executive assistant
$60k per yearFull-time
Consenheim Insurance & Investment Services Ltd.
Overview
Languages
English
Education
- Bachelor's degree
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Financial management/services
- Financial services industry
Responsibilities
Tasks
- Compile data to prepare documents
- Establish and co-ordinate administrative policies and procedures
- Prepare reports and others documents for consideration and presentation to executive committees and boards of directors
- Prepare and co-ordinate the production and submission of summary briefs and reports
- Conduct research
- Liaise with departmental and corporate officials and with other organizations and associations
- Provide customer service
- Prepare invoices, reports, memos, letters, financial statements and administer contracts and other documents
- Manage events
- Type and proofread correspondence, forms and other documents
- Schedule and confirm appointments
- Perform sales and marketing activities
- Perform administrative tasks
- Maintain accurate records
- Buy and sell securities at stock exchange on behalf of investment dealer
- Arrange schedules
- Analyze clients' financial records
- Oversee and co-ordinate office administrative procedures
- Answer telephone and relay telephone calls and messages
- Review and evaluate new administrative procedures
- Establish work priorities and ensure procedures are followed and deadlines are met
- Monitor clients’ investment portfolios
Experience and specialization
Computer and technology knowledge
- MS Excel
- MS Office
- MS Outlook
- MS Word
Area of work experience
- Finance
Area of specialization
- Securities
Additional information
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Initiative
- Organized
- Reliability
- Team player
- Hardworking
- Quick learner
- Proactive
Benefits
Health benefits
- Dental plan
- Health care plan
Vacancy posted 8 hours ago
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