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Remote Administrative Assistant Vacancy, Remote Administrative Assistant Vacancy, Remote Administrative Assistant Vacancy, Remote Administrative Assistant Vacancy, Remote Administrative Assistant Vacancy
[caption id="attachment_979898" align="alignnone" width="736"]
Business Career Concept. Afro Businesswoman Smiling Sitting In Modern Office. Copy Space[/caption]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
Role Dimensions
- 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
Minimum Requirements
- 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.
Resumes can be sent via email to sherrie.khan@valentabpo.com and I can be contacted at 1868-383-1092.
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