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Administrative Specialist

5 months ago


Kingston, Canada QUALIFIED FINANCIAL SERVICES Full time

Qualified Financial Services is a rapidly growing, full-service Managing General Agency specializing in Life Insurance and Wealth Management products. Our head office is located in Toronto and we have additional offices in Markham, Barrie, Kingston, Ottawa, Montreal, Saint John and Halifax and we continue to grow We are committed to providing the best support possible to our Advisors and pride ourselves as being innovative, passionate industry leaders in this regard. We offer a flexible, positive and rewarding place to work with considerable opportunity for career advancement.

**About you**:
You are a positive, diplomatic and high energy individua who takes pride in your organizational skills. You thrive within a fast-paced working environment, where you successfully manage a high volume of cases at any given time. You are talented at multi-tasking under pressure, without feeling overwhelmed. You are an independent, motivated, and a passionate administrator who can operate independently and within a team. Your attention to detail is strong and your accuracy is precise. You enjoy working in a supportive role where you can build trusted relationships and provide excellent customer service.

**Responsibilities**:

- Reception
- Assist the Data Entry team with data entry
- Assist the Contracting and Commissions team with updating Errors and Omissions Insurance, Licensing, and pulling Commission Statements
- Effectively navigate various carrier partner websites to retrieve information and to assist advisors with inquiries
- Manage a high volume of inquires and requests in a timely manner, by prioritizing effectively
- Order and track inventory of required marketing materials and manage InSite intranet supply page
- Providing a high level of customer service by communicating effectively both verbally and in writing form
- Special projects as assigned by management from time to time

**Capabilities**:

- Prior customer service or administration experience
- High energy level with excellent written and verbal communications skills
- Independent and motivated self-starter that can operate effectively as a team player
- Enjoys working with and helping people
- Intermediate computer skills including Microsoft Office
- Adapts well to change and displays a high sense of urgency
- High school diploma or equivalent

**Job Types**: Full-time, Permanent

**Salary**: From $43,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Paid time off

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- administrative assistant: 5 years (preferred)
- life and living benefits insurance industry: 3 years (required)

**Language**:

- French (preferred)

Work Location: Hybrid remote in Kingston, ON K7M 7P6