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Administrative Assistant

2 weeks ago

Red Deer, Canada SurePath Group Full time

We are looking for a motivated and detail-oriented worker to join our administrative support team full-time. _Ask yourself _

Does it bother you when deadlines are missed? Do you double
- and triple-check your spelling? Are you able to pick up on new ideas quickly? If you are known for your organizational abilities and general problem-solving skills, this may be the role for you

**What a day looks like for this position**:

- Set up accurate and detailed prospect files
- Answer client questions and direct calls to the appropriate contact
- Provide computer-generated sales illustrations and proposals, as needed
- Request quotes from third party sources
- Create presentations and follow up with prospects and clients
- Follow up with banking institutions, 3rd party providers, and medical offices
- Effectively communicate with underwriting on issues and placing problems
- Facilitate contact between advisors and clients or providers
- Maintain up-to-date detailed client records
- Schedule and confirm appointments, as needed
- Track outstanding requirements and documents
- Transmit faxes and photocopy advisor materials
- Screen incoming calls and record detailed messages
- Maintain a professional environment for clients and co-workers
- Handle confidential materials with the utmost tact

**Required Skills and Behaviours**:

- Confidence to work independently and respectful while working with a team
- Ability to separate work and personal
- Advanced prioritization and coordination of time-sensitive tasks
- Maintain a professional attitude and positive outlook
- Ability to build trusting relationships with management, co-workers, business partners, and clients
- Ability to closely follow compliance guidelines
- Strong interpersonal skills (listens well, communicates consistently with the team, confronts issues openly and honestly, able to handle criticism and learn from mistakes)
- Excellent written and oral communication skills
- Professional and appropriate telephone etiquette
- In-depth knowledge of Microsoft Excel (creating and editing spreadsheets, entering formulas, creating graphs, and more)
- Proficient using other Microsoft 365 programs, including Word, Outlook, PowerPoint, and OneDrive
- Aptitude for learning new software and technologies
- Positively respond to changing requests and dynamics
- Confidence to handle decisions or issues

**Preferred Qualifications**:

- Experience with group benefits considered an asset
- Experience with investing and finances considered an asset
- Experience with insurance considered an asset (individual life or health and dental policies)

**To Apply**:
**Salary**: $17.00-$21.00 per hour

**Benefits**:

- Disability insurance
- Employee assistance program
- Life insurance
- RRSP match

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- administrative assistant: 1 year (preferred)

Work Location: One location