Licensed Administrative Assistant
$45k - $55k par annéeTemps plein
Braun Financial Services Ltd
Job Responsibility:
We are looking for an administrative assistant with who either holds or is willing to obtain a BC Life & A&S insurance license. You will be an assistant to a CFP Professional and assist with front of house duties including mail distribution, answering inbound calls, preparation of paperwork and client communication. A minimum of one year industry experience is preferred.
Responsibilities:
- Managing correspondence from MGA and insurance carriers
- Creating and assigning tasks for the appropriate advisor and distributing paperwork
- Managing client intake email inbox
- Managing existing client email inbox
- Digital database input & maintenance
- Physical database input & maintenance
- Communicating with insurance carriers which includes follow-ups on active cases and general troubleshooting
- Communicating with the MGA which includes sourcing insurance quotes, tracking progress on applications, switches, transfers etc.
- Prepping & shipping/sending correspondence for clients and documents to be sent to insurance carriers
- Preparing investment and insurance documents for advisors
- Communicating with clients in an administrative role
- Answering phone calls and emails for Braun Financial Services
- General Administrative Duties
Job Type: Full-time
Pay: $45,000.00-$55,000.00 per year
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
Education:
- Bachelor's Degree (preferred)
Licence/Certification:
- Life and A&S Life Insurance License? (required)
Work Location: In person
L'offre d'emploi a été publiée il y a 8 heures
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