Full Time Licensed Investment and Life Insurance Administrative Assistant

7 days ago

St Thomas ON NP B, Canada Reith & Associates Insurance & Financial Services Full time $35,000 - $60,000 per year

St. Thomas' premier insurance and financial services broker is seeking a dynamic individual to join their growing team in the role of Administrative Assistant. In this role, we are looking for an energetic team member who has strong teamwork skills, demonstrates client focus and can contribute to an exceptional client experience.

Primary duties:

  • Support our broker/advisors with relationship management, including continuing and regular client contact and communications via phone and email
  • Client service, including but not limited to assisting in file preparation for client meetings
  • Processing policy changes and investment transactions
  • Filing and organization of client files
  • Maintain knowledge of current underwriting rules, compliance, product knowledge and other insurance related changes, through company training and team learning sessions
  • Act as liaison with insurance and investment fund companies
  • Prepare marketing packages and meeting proposals
  • Attend client and team meetings

Experience/Skill Requirements:

  • MFDA or LLQP education an asset - or willing to get
  • Customer service experience
  • Computer proficiency with MS Office and Word
  • Strong interpersonal and organizational skills
  • Excellent verbal and written communication skills
  • Exemplary phone etiquette
  • Self-motivated and resourceful with sound problem solving skills

Prior experience in the insurance and financial services industry would be an asset but not required

Remuneration: Salary plus benefits. Opportunity to grow within the organization

Job Types: Full-time, Permanent

Pay: From $35,000.00 per year

Licence/Certification:

  • MFDA (preferred)
  • LLQP (preferred)

Work Location: In person

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