executive assistant
Posted on
June 03, 2024
by
Employer details
Aplin
Job details
Stacey Danley at Aplin has partnered with a growing Winnipeg-based financial services firm on the hunt for a talented administrative professional. If you love helping clients and take pride in the accurate administration of documents, this is the role for you!
Perks & Benefits:Competitive starting salary
Comprehensive benefits
Convenient location on the south side of Winnipeg
Free parking
Small office environment
Opportunity for professional development and learning
Responsibilities:Scheduling appointments with clients and managing advisor calendars
Tracking important deliverables for client policies and investments
Preparing client paperwork and documentation
Tracking and managing the insurance underwriting process
Tracking the investment documentation process
Developing and maintaining manual and computerized client files
Database maintenance
Preparation of presentations
Compiling weekly and monthly sales and commission reports
Organizing marketing initiatives
Qualifications:Excellent organization and time
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LocationWinnipeg, MB
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SalaryNot available
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
Monster
#53185375
Advertised until
2024-07-04
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