Administrative Assistant
3 weeks ago
Join a dynamic and high performing financial services team based in downtown Montreal. Marchand, Fairchild, Blais Financial Services Inc. has been providing individual insurance, employee benefits & investment solutions to clients for over 35 years.
**Responsibilities**:
- Responding & resolving client inquiries
- Schedule client reviews & manage advisors' calendars
- Filing & record keeping
- Transition from paper filing system to electronic (Salesforce)
- Maintain office supply inventory
- Manage social media pages and website
- Screen and distribute mail
**Qualifications**:
- Past experience in a similar role
- Bilingual
- Proficient in Microsoft Office suite
- Knowledge of insurance and/or financial industry an asset
- Strong interpersonal, customer service and communication skills
- Self starter, able to work independently and cooperatively
Joignez notre équipe financière dynamique et performante. Situé au centre-ville de Montréal, Marchand, Fairchild, Blais Services Financer Inc. offre de l’assurance personnelle, garanties collectives et des solutions d’investissement aux clients pour plus de 35 ans.
Responsabilités:
- Répondre et résoudre les demandes des clients
- Céduler des rencontres et gérer les calendriers des conseillers
- Classement et tenue des dossiers
- Transition du système de classement de papier vers l’électronique (Salesforce)
- Commander des fournitures de bureau et en tenir l'inventaire
- Gérer nos pages des réseaux sociaux et site web
- Filtrer et distribution du courrier
Compétences
- Expérience professionnelle dans un poste similaire
- Bilingue
- Excellente maitrise de la Suite Microsoft
- Connaissance du secteur d’assurance et/ou financier, un atout
- Forte compétence interpersonnelle, service à la clientèle et communication
- Capable de travailler de manière autonome et en équipe
- Être Polyvalent
*
**Benefits**:
- Dental care
- Employee assistance program
- Extended health care
- Paid time off
- RRSP match
Schedule:
- Monday to Friday
Work Location: One location
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