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Administrative Assistant

4 weeks ago

St Albert, Canada Summit Benefits Consulting Ltd. Full time

**Job Overview**:
**Key job duties required**:

- Ensuring accuracy of financial reports & spreadsheets for our brokers and clients.
- Preparation and organization of marketing's and quotes and ensuring electronic documents are filed with detail and accuracy.
- Prepare, organize, and manage quarterly or semi-annual client reporting.
- Employee & Group presentations, lunch & learn/educational seminars (Not Required, but is a bonus skill.)
- Booking appointments, schedule management and conferences.
- Managing tracking and distribution of leads and referrals.
- Using technology-based systems & CRM systems to track and ensure accuracy.
- Providing general administrative support to advisors/brokers & account managers.
- Occasionally attending biannual or semi-annual conference with our team, in either Calgary or Red Deer. (Expenses paid.)

**You will need the following to apply**:

- Minimum of a High school Diploma is required with post secondary as a definite asset.
- Must be a detail-oriented person with excellent organizational skills.
- Must be proficient with Microsoft Office I.E. (Excel, Word) is a MUST.
- Able to work independently under mínimal supervision is a MUST.
- The ability to and communicate and support our Brokers/Advisors & Account Managers.
- Computer knowledge and the ability to learn quickly with new software programs.
- Enjoys a team environment as well as working independently.

**Additional Supplementary BONUS Skills**:

- Social Media: Facebook, Twitter, & Instagram posts. Knowledge of DocuSign, Adobe Sign, and has previous experience working with CRM systems.
- Mail chimp, Survey programs.
- Monthly/Quarterly newsletters and design skills.
- Creative thinker that is willing to offer suggestions or ideas.
- Potential for growth into an account manager or licensed support staff role.

**Experience**:

- Previous experience in an administrative role is preferred.
- Proficiency in computerized systems and software such as Microsoft Office Suite
- Strong customer service skills with excellent phone etiquette
- Familiarity with office equipment and procedures
- Excellent organizational skills with the ability to prioritize tasks effectively
- Accurate data entry skills with attention to detail

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

**Salary**: $20.00-$25.00 per hour

Expected hours: 20 - 35 per week

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Flexible schedule
- Life insurance
- Vision care
- Wellness program
- Work from home

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Retention bonus

**Education**:

- Secondary School (preferred)

**Experience**:

- Administrative: 1 year (preferred)
- Administrative experience: 1 year (preferred)

**Language**:

- English (required)

Work Location: Hybrid remote in St. Albert, AB T8N 6M6