Administrative Assistant
2 months ago
**Company description**
Bridgeline Wealth Strategies Inc. is a boutique investment firm providing life insurance and investments. We have an amazing team environment that is rewarding, fun and motivating We work out of the beautiful Scott Block, one of Red Deer's most charming heritage buildings. The following ad describes the experience we are looking for, but the right person will be properly trained. We really need someone who is very organized and can handle challenges. There is plenty of room for advancement, and room to move up.
**Job description**
Description:
We are looking for a full-time administrative assistant for our busy growing office.
We are seeking a motivated individual with the following skill set:
- Extremely detailed oriented
- Is a self starter
- Takes direction and criticism well
- Customer Service driven
Key Responsibilities:
- Provide exceptional customer service, responding to inquiries in a professional and timely manner.
- Handle a high volume of paperwork, ensuring accuracy and timely processing.
- Maintain and organize client files and financial documents.
- Perform various administrative tasks to support the team and ensure smooth office operations.
Ideally the successful applicant will have experience in the following:
- Insurance carrier websites and paperwork requirements
- Insurance underwriting requirements
- Investment and insurance paperwork requirements
- Microsoft products
Additional assets:
- Life insurance license
- Ability to work in a team
- Ability to learn new software programs
**Requirements**:
- Clean criminal record check
- Successful drug screening
Salary is negotiable according to experience.
Administrative Duties:
- Scheduling
- Paperwork Processing
Financial Duties:
- Processing payments
**Job Types**: Full-time, Permanent
Pay: $20.00-$27.00 per hour
Additional pay:
- Bonus pay
**Benefits**:
- On-site parking
Schedule:
- 8 hour shift
- Monday to Friday
**Education**:
- Secondary School (preferred)
**Experience**:
- administrative assistant: 1 year (preferred)
Work Location: In person
Expected start date: 2024-10-01
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