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Executive Assistant

2 weeks ago

Mississauga, Canada Clarity MD Full time

We’re looking for a self-directed, proactive, Executive Assistant / Client Success Manager to provide detailed administrative and process management support for a driven, result-oriented and client focused financial advisor. In this role, you will be overlooking multiple key processes related to insurance and investment transactions, handling client requests, and maintaining a client database. In addition to the supporting role, you will continuously look for opporutnities to enhance client experience by seeking feedbacks and refining our processes. You will also be responsible for updating and managing the social media and company website so our digital presence remains current. The abilities to prioritize and take initiative in this fast-paced position and environment are a must.

**Key Responsibilities**
- Preparing meeting materials, generating insurance quotes and illustrations
- Managing proper follow up system for ongoing work-flow and monitoring the underwriting process
- Initiating different types of transactions within client’s investment accounts
- Responsible for ensuring all databases are updated and maintained
- Handle client account administration, including client queries and requests
- Developing, distributing and maintaining marketing materials
- Updating company website and social media
- Maintaining mailing list in mailchimp and distribute newsletter
- Performing a variety of administrative and other duties: meeting room bookings, faxing, scanning, copying, mailing, maintaining inventory, office supplies.
- Revising and refining processes to enhance customer experiences

**Talents and Experience Required**
- **Accuracy **is extremely important in this role
- **3+ years** of Administrative/Coordinator experience in financial services field
- Post-secondary degree
- **Exceptional **command of the **English** **language**, both verbal and written
- Ability to take initiative and work **independently**:

- Ability to see the big picture and **prioritize **the work at hand
- **Attention to details** and take great pride in producing high quality of work
- Personable, energetic, positive and fun to work with
- Previous **insurance **brokerage experience and basic **tax **knowledge
- **Video recording, blogging** and social media experience (**facebook/instagram**) are a bonus
- Having a vehcle would be ideal as there will be occassional travels to client meetings and presentations

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

**Salary**: $60,000.00-$75,000.00 per year

**Benefits**:

- Casual dress
- Extended health care
- Flexible schedule
- Paid time off
- Tuition reimbursement

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Overtime pay

COVID-19 considerations:
The hired individual must be fully vaccinated against COVID prior to the start date.

**Experience**:

- administrative: 2 years (preferred)
- insurance and wealth management: 2 years (preferred)