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Wealth and Estate Planning Administrative Assistant

7 months ago

St Albert, Canada Return on Wealth Inc Full time

_**Join our team We are looking for a full-time Wealth & Estate Planning Administrative Assistant.**_

Return on Wealth has been a professional leader in the insurance, investment, and group benefit fields for over 40 years. We consistently seek to improve ourselves and that starts with you We are a place where your unique background, perspectives, and talents are valued, and you will help shape our future success. You’ll have the opportunity to excel in your role, finding new and better ways to deliver exceptional customer experiences.
- **The Role**_

This role requires someone who is looking to grow themselves both professionally and personally. For the right person, we will pay and support you to complete your Life License Qualification Program certificate Our ideal is that the program be completed within the first year of joining our team.
- **What we need**_
- Office Administration/Business/Finance Diploma and a commitment to continuous industry-related education
- At least 2 years of financial services/insurance experience
- Min. 2 years of administrative experience
- Hands-on experience with MS Office Suite particularly MS Excel and Word with an aptitude for learning new technology and experience with tools such as DocuSign, Constant Contact, Adobe, and CRM Software
- Customer-centric and a collaborative team player
- Meticulous and strong independent worker
- Effective communication skills, both written and verbal, responding promptly to requests; effective telephone techniques; tact, courtesy, and patience
- Adaptable to change, with an understanding of the need to quickly change priorities and respond in a positive manner
- Demonstrate a proactive approach, showing initiative toward process improvement and individual development
- Ability to prioritize multiple tasks and work effectively with continuous interruptions
- Strong critical thinking skills and a can-do attitude

**Assets**
- LLQP Certification (Life License Qualification Program)
- Bilingual in English/Cantonese
- Strong knowledge of marketing trends
- **An equivalent combination of education and experience will be considered.**_
- **We Offer**_
- Continuous learning opportunities and career growth
- Employer covered extended health care benefits
- Strong team environment with dedicated time for team building events

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

**Salary**: $45,000.00-$55,000.00 per year

**Benefits**:

- Extended health care

Schedule:

- Monday to Friday

Work Location: In person