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November 30, 2021 at 10:25 pm #990806Sweet TnTKeymaster
Remote Administrative Assistant Vacancy, Remote Administrative Assistant Vacancy, Remote Administrative Assistant Vacancy, Remote Administrative Assistant Vacancy, Remote Administrative Assistant Vacancy
Remote Administrative Assistant Vacancy
Overview of the Role
An Administrative support will work closely with our clients/financial advisor and help them in various activities required by them for running their business smoothly.
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Knowledge & Skills
- Ability to deal with ambiguity
- Customer centric approach and ensure that customers are serviced well
- Detail-oriented with ability to prioritize and organize workflow
- Self-starter and able to work independently
- Flexible and willing to perform other tasks as assigned
- Superior interpersonal, organizational and client service skills
- Ability to work in a fast-paced, high-intensity work environment
- Schedule client appointments, manage statements and prepare agendas, forms and other deliverables for appointments etc.
- Contacting the insurance providers and raising the required requests.
- Helping the clients to keep a track of the claims that have been made and paid for a specified period by generating the reports from the portals of the insurance provider and sending them along to the clients.
- Verification of bills to be done to check for their authenticity
- Updating client software’s with all required information and maintaining it up to date.
- Calling product providers and collecting required data for advisors
- Completing Research and preparing comparisons reports of various product provider.
- Responding to clients regarding their queries
- Prepare correspondence and paperwork for advisors
- Preparing and maintaining documents and client files in accordance with client requirements
- Manage firm website, CRM, custodian statements etc
- Perform other allowable duties as assigned by the financial advisors
- Assisting the clients with client presentations and any other activities as agreed
- The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business
- Masters / Bachelor’s in business management (or) Finance
- 0-2 Years of experience in Financial Services – working with financial advisors in an admin or assistant role – as this provides insight into the financial services domain and how the firms operate, etc
- Knowledge in Canada market or Insurance is added advantage.
- High level of computer efficiency including MS Office applications, such as Word, Excel, etc.
Knowledge of other CRMs is an advantage.
- Good Communication and presentation skills.
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