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The team at Jeff Rask & Associates (Sun Life Financial) is looking for an Administrative Assistant to fill an open position. With offices located in Tisdale and Saskatoon, our dynamic team consists of 7 advisors and 5 support staff
This posting is for a full-time, permanent position during regular business hours: 8:30 to 5:00, 5 days a week for our Tisdale branch. We are looking for someone who fits in with our professional environment, is highly motivated, and makes a good impression on our valuable clientele when they first enter the office. This position requires excellent communication skills.
DUTIES
- Client Greeter: welcome clients, let Advisors know they have arrived, monitoring schedules
- Client Service: incoming calls, general inquiries and tasks
- Ordering Supplies: both for the general office and specific requests
- Clerical: paper and electronic file maintenance, organizing mail and courier
- Advisor Coordination: monitoring schedules, task completion, confirming appointments
- New Business: managing requirements and completion of new insurance business
- Projects: mailouts, campaigns, etc. to be assigned throughout the year
- Some daytime calling and appointment setting may be required
SKILLS
- Must be personable and friendly in all interactions
- Professional presentation and appearance
- Good attention to detail
- Takes initiative
- Reliable
- Excellent customer service
- Pleasant and professional telephone manner
- Experience or knowledge in the financial industry an asset
- Insurance or Mutual Fund license an asset; willing to obtain
PAY
Comparable to industry standards; negotiable.
Essential Skills
- Oral communication
- Working with others
- Problem solving
- Critical thinking
- Computer use
- Continuous learning
Business Equipment and Computer Applications
- MS Word
- Lotus 123
- Excel
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