Advisor Assistant

3 weeks ago


Sherwood Park, Canada Menard Financial Services Sun Life Full time

**Full job description**

Menard Financial (363 Sioux Road, Sherwood Park, AB T8A 4W7) is a consistently growing financial services company who requires an additional Advisor Assistant to join our Life Insurance Team. This is a full time or part time position depending on your qualifications, ranging from 20 - 35 hours per week Monday through Friday.

Interested Applicants must:

- Have a **minimum of 1-2 years administrative experience**:

- High school (grade 12) completion with diploma
- Be knowledgeable with Investments and Insurance or have demonstrated ability to learn
- Be proficient in Microsoft Office (Word, Excel and Outlook)
- Salesforce or other CRM experience is an added asset
- Be organized, have excellent proven time management skills and be able to work in a fast-paced environment with tight deadlines
- High degree of adaptability and effectiveness
- Demonstrate exceptional verbal and written communication skills
- Be fluent in English

Job duties
- Filing, data entry, and other office duties as required
- Reviewing leads and identifying client opportunities within the block
- Booking client meetings and uploading appropriate documentation
- Prepare client documentation with excellence and assist with completion
- Develop and maintain relationships with prospects and clients through regular follow ups and building rapport

This position will appeal to someone who:

- Is motivated, willing to learn, and grow with our company
- Has a keen eye detail and accuracy with excellent data entry skills
- Has a strong professional phone manner
- Enjoys customer service, and interacting with clients on the phone and in person

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

Expected hours: 20-35 per week

Work Location: In person

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

Pay: $20.00-$25.00 per hour

Expected hours: 20 - 35 per week

Flexible Language Requirement:

- French not required

Schedule:

- Day shift
- Monday to Friday
- No weekends

Work Location: In person


  • Service Advisor

    4 weeks ago


    Sherwood Park, Canada AutoCanada Full time

    Service Advisor Sherwood Park Hyundai Sherwood Park, AB We are looking fora Service Advisor who is passionate about delivering exceptional customer experience to join our growing team! Sherwood Park Hyundai  is looking for a friendly and motivational individual to fill this position. You will play a key role in curating the service experience...

  • Service Advisor

    7 days ago


    Sherwood Park, Canada AutoCanada Inc. Full time

    **Service Advisor** **Sherwood Park Hyundai** **Sherwood Park, AB** We are looking for** **a **Service Advisor** who is passionate about delivering exceptional customer experience to join our growing team! **Sherwood Park Hyundai **is looking for a friendly and motivational individual to fill this position. You will play a key role in curating the service...


  • Sherwood Park, Canada Sherwood Kia Full time

    At Sherwood Kia, the service department aspires to offer our customers a fast and efficient service that will leave them feeling satisfied and comfortable knowing their vehicles are in capable hands. As an service advisor, you will play a key role as the main contact point setting the tone for the customers experience. We offer online and in class training...

  • Safety Advisor

    1 month ago


    Sherwood Park, Canada Caron Transportation Systems Full time

    Caron Transportation Systems is recognized by our customers and employees as the leaders in safety and environmental responsibility while providing the highest level of service in the industry. Backed by being one of Canadas Best Managed Companies 3 years running and holding the Canada Top Fleet Employer distinction for 5 years in row. We are looking for a...

  • Service Advisor

    4 weeks ago


    Sherwood Park, Canada Xtreme Marine & Wyes Guys Full time

    Xtreme Marine & Wyes Guys are looking for a Service Advisor to join our Team. To be successful, in addition to welcoming our customers, delivering excellent customer service, being highly organized and detail-oriented, the following basic job duties are required: Basic Job Duties: - Excellent communication skills - Liaise with customers, parts department,...

  • Parts Advisor

    1 month ago


    Sherwood Park, Canada AutoCanada Inc. Full time

    **Parts Advisor** **Sherwood Park Hyundai** **Sherwood Park, AB** At **Sherwood Park Hyundai**, we are looking for an experienced **Parts Advisor** to join our growing team! We are looking for someone who is passionate about delivering exceptional customer service to our valued clients who choose to order parts and service their vehicles at our...


  • Sherwood Park, Canada Willowridge Construction Ltd. Full time

    Join the Willowridge team and support our most valued asset, our people. The HR Advisor will play a key role in our office team managing the day to day HR functions. **Duties**: - Provide support and guidance to employees and management regarding human resources policies and procedures - Assist with the recruitment and selection process, including posting...

  • Evaluation Advisor

    4 weeks ago


    Sherwood Park, Canada Sherwood Park Primary Care Network Full time

    **ABOUT US** The Sherwood Park Primary Care Network is a group of health care professionals and administrative staff who work with you and your Doctor to help you live well. Our caring team provides education and support for managing chronic diseases and mental health concerns, while providing access to specialists and services all within your local...


  • Sherwood Park, Canada Aecon Group Full time

    **Build Your Career at Aecon** Aecon is proud to build some of the most impactful infrastructure projects of this generation. From the roads and transit systems that connect our communities, to the communication networks that link us from coast-to-coast, and the water infrastructure that supplies our businesses and homes. Our integral work includes...

  • Corporate Hse Advisor

    4 weeks ago


    Sherwood Park, Canada Wrapex Industrial Services Full time

    **This is a sixteen month term position.** **Strategic Tasks** - **Assist in the maintenance of COR Audit, WCB, and External pre-qualifying programs.**: - **Ensure company HSE program meets or exceeds the Client site standards and policies.**: - **Maintain all reports, statistics and corrective actions for the company.**: - **Monitor and audit the...

  • Field Hse

    1 month ago


    Sherwood Park, Canada Principle Projects Ltd Full time

    The advisor provides on-site HSE support to the project group. The primary function of this role is to provide support of our core health, safety, and environment management system. This position will primarily be field based, in support of one or more project teams. Essential Functions - Conducts field level orientation for employees and subcontractors; -...


  • Sherwood Park, Canada C.I. Financial Ltd. Full time

    **Insurance Service Coordinator**: We are a well-established Financial Planning firm with multiple advisors working Monday to Friday with office hours of 8:30AM to 5:00PM. No evenings or weekends. We are looking for a FULL TIME Administrative assistant to coordinate, process and handle our insurance cases. Please note due to the complex nature of this...


  • Sherwood Park, Canada C.I. Financial Ltd. Full time

    **Insurance Service Coordinator**: We are a well-established Financial Planning firm with multiple advisors working Monday to Friday with office hours of 8:30AM to 5:00PM. No evenings or weekends. We are looking for a FULL TIME Administrative assistant to coordinate, process and handle our insurance cases. Please note due to the complex nature of this...

  • Treasury Specialist

    1 month ago


    Sherwood Park, Canada Strathcona County Full time

    The Treasury Specialist provides expertise and stewardship in treasury accounting, in-depth financial analysis, reporting and internal controls to contribute to the planning and delivery of comprehensive treasury services for Strathcona County. The Treasury Specialist is responsible to provide accounting expertise to support investments, debenture...


  • Sherwood Park, Canada Canadian Tire Full time

    Are you ready to join Canada's most-shopped general merchandise retailer, with over 500 stores from coast to coast? Canadian Tire offers customers a unique mix of products and services through three specialty categories in which the organization is the market leader - automotive parts, accessories and service; sports and leisure products; and home...

  • Retail Associate

    1 month ago


    Sherwood Park, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Retail Associate, which we call a Solutions Advisor at Best Buy. As a Retail Associate, you will keep our store looking great and process our customers’ purchases, returns, trade-ins and more. No experience required, we will equip you with the skills and knowledge...


  • Sherwood Park, Canada DiamondHarbourBell Group Full time

    **What we offer**: - Competitive salary plus bonus program - Benefits package that includes coverage for dental, vision, paramedical (massage/physio/chiro), disability and life insurance - Company contribution RRSP program - Product training - Safety Allowance - Support and leadership from a strong dealership network - Opportunity for advancement **What is...


  • Sherwood Park, Canada Vanguard Inc. Full time

    Are you seeking to launch your sales career with a company that fosters growth, teamwork, and endless opportunities for progression? At **Vanguard Inc.**, we're not simply selling products; we're all about building connections, achieving success, and making an impact. Our team is committed to excellence, innovation, and empowering our clients to thrive in...


  • Sherwood Park, Canada AutoCanada Full time

    Sherwood Park Hyundai is looking for an Automotive 3rd or 4th year Apprentice Technician to join our growing team! We strive to provide the best customer service & top-notch repair/maintenance work. You will play a crucial customer experience role by servicing customer vehicles. What’s in it for you? Competitive compensation:  Health and Dental...


  • Sherwood Park, Canada AutoCanada Full time

    Second- or Third-Year Apprentice Automotive Technician Sherwood Park Volkswagen Sherwood Park, AB Are you looking to drive your career forward? Sherwood Park Volkswagen  is looking for a 2nd or 3rd Year Apprentice Automotive Service Technician to join our growing team! We strive to provide the best customer service & top-notch repair /...