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Administrative Assistant/Estate Planning Assistant
What is the opportunity?
You will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors and our clients with insurance quotations, marketing assistance and servicing of in-force policies. Your role on the team is to incorporate inside sales & marketing to promote business growth for a successful Estate Planning Specialist
What will you do?
Creation and maintenance of an Inforce Service program
Design and implement marketing initiatives
Preparing quotations on various Insurance products
Meeting and file preparation
Develop relationships with partnering life company wholesalers, case coordinators and underwriters to ensure the business is handled efficiently
Provide exceptional client service
What do you need to succeed?
Must-have
Excellent client service skills
Experience with meeting tight deadlines & set priorities; ability to work independently
Strong Microsoft office and Excel skills
Nice-to-have
Minimum 2 years' experience working in an Insurance Agency or equivalent role within the industry
Knowledge of Life and Living Benefits insurance products
Life Insurance Licensed
Post-secondary degree considered an asset
Experience servicing high net worth clients
Essential Skills
- Reading text
- Document use
- Numeracy
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Technical Terminology
- Financial
- Business
Specific Skills
- Type and proofread correspondence, forms and other documents
- Sort, process and verify applications, receipts and other documents
- Send and receive messages
- Provide general information to clients and the public
- Prepare equipment or software for type of document
- Prepare and format page presentation
- Compile data, statistics and other information
- Receive and forward telephone or electronic enquiries
- Maintain and prepare reports from manual or electronic files, inventories, mailing lists and databases
- Process incoming and outgoing mail manually or electronically
- Photocopy and collate documents for distribution, mailing and filing
Work Setting
- Private sector
Area Of Specialization
- Financial statements
- Correspondence
- Charts, tables, graphs and diagrams
- Reports
- Forms and records
Work Conditions and Physical Capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
Security and Safety
- Criminal record check (abstract)
Business Equipment and Computer Applications
- Windows
- Spreadsheet software
- MS PowerPoint
- MS Word
- Excel
- Electronic mail
- Presentation software
- General office equipment
- Internet browser
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