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Aaron M. Cadrin Investment and Insurance Solutions Inc. is looking for a full time Executive Assistant.
Duties will include:
Booking and scheduling appointments
Processing reports and organizing data
Marketing and advertising the business
Organizing files and processing paperwork
Face to face contact with clients
Bringing prospective new clients in
Monitoring the day to day operations in the office
This job has the potential opportunity to become a sub advisor once trained properly with the proper experience. If you already feel you have the training and experience please notify.
Compensation will be a base salary with bonuses based off personal and company performance.
Experience in the financial services industry is not necessary but definitely a VERY important asset.
Any current investment or insurance licenses is not necessary but definitely an asset.
If you enjoy working independently with the opportunity to grow your career into a business opportunity this could be the job for you.
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- 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
Transportation/Travel Information
- Own transportation
Technical Terminology
- Legal
- 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
- Perform basic bookkeeping tasks
- 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
- Order supplies and maintain inventory
- Service office equipment and arrange for servicing in the case of major repairs
- Photocopy and collate documents for distribution, mailing and filing
Area Of Specialization
- Statistics
- Financial statements
- Charts, tables, graphs and diagrams
- Reports
- Forms and records
Work Conditions and Physical Capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Repetitive tasks
- Sitting for extended periods
Security and Safety
- Bondable
- Basic security clearance
- Criminal record check (abstract)
- Confidential security clearance
Keyboarding (Words Per Minute)
- 61 - 80 wpm
- 41 - 60 wpm
Business Equipment and Computer Applications
- Windows
- Spreadsheet software
- MS PowerPoint
- MS Word
- Lotus 123
- Excel
- Electronic mail
- Presentation software
- Internet browser