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Thank you.
We are currently looking to add a full time Administrative Assistant to our team.
The following is a list of some key responsibilities that our new team member would be in charge of completing:
-Greeting clients
-Opening and closing of office space
-Maintaining cleanliness of reception area
-Assisting advisors and support staff
-Completing client requests
-Answering telephones
-Prepping client files
We deal with life insurance, health insurance, group insurance, and mutual fund management. Someone who is willing to continue learning is a must. Experience in this field is not necessary; however, this is an asset.
We thank all applicants; however, only those qualified will be contacted.
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
- 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
- Perform basic bookkeeping tasks
- 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
- Photocopy and collate documents for distribution, mailing and filing
Area Of Specialization
- Statistics
- Invoices
- Financial statements
- Correspondence
- Reports
- Forms and records
Work Conditions and Physical Capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Sitting for extended periods
Business Equipment and Computer Applications
- Windows
- Spreadsheet software
- MS Word
- Excel
- Electronic mail
- Presentation software
- General office equipment
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