executive assistant
Posted on
October 21, 2024
by
Employer details
Financial Heights Inc
Job details
*Company description*
A professional financial services company offering investment and insurance solutions to our clients. We give personalized service to our clients in a friendly and relaxed environment.
*Job description*
Report directly to the financial advisors in the office and work closely with the other Executive Assistant to provide friendly and efficient customer service to our clients.
*Your daily tasks will include but are not limited to:*
* Processing investment and insurance paperwork
* Communicating by phone and/or email with head office (Canada Life) and other financial institutions.
* Greeting clients
* Client file preparation for meetings
* Communicating by phone and/or email with clients to handle basic requests
*We are looking for:*
* Works well with others and brings a positive and friendly attitude to work.
* Ability to multi-task and prioritize.
* Has strong communication and organizational skills.
* Ability to stay focused with excellent attention to detail.
* Working knowledge of MS Office programs (Word, Outlook, Excel)
* Financial industry experience and/or knowledge is preferred but not necessary.
Job Types: Full-time, Permanent
Pay: $45,000.00-$52,000.00 per year
Additional pay:
* Bonus pay
Benefits:
* Dental care
* Disability insurance
* Extended health care
* Life insurance
* On-site parking
* Paid time off
* RRSP match
Schedule:
* 8 hour shift
* Day shift
* Monday to Friday
Work Location: In person
Application deadline: 2024-10-27
Expected start date: 2024-11-25
-
LocationWinnipeg, MB
-
Workplace information
On site
-
Salary$45,000 to $52,000YEAR annually
-
Terms of employment
Permanent employmentFull time
-
Starts as soon as possible
- vacancies
1 vacancy
- Source
indeed.com
#9495322406
Important notice: This job posting has been provided by a partner site. Job Bank is not responsible for this content.
Report a problem with this job posting
Thank you for your help!
You will not receive a reply. For enquiries, please contact us.