JOB SUMMARY

We are seeking a motivated and detail-oriented Administration Assistant to join our dynamic team. The ideal candidate will have some knowledge of the financial and/or insurance industry. They will be detail oriented and highly organized. They will be client focused with a positive professional attitude. They will need to be tech savvy and be able to know Microsoft office and DocuSign.

EXPERIENCE

• Knowledge and experience in the financial services industry or insurance industry
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and familiar with CRM systems.
• Strong organizational skills and attention to detail.
• Excellent communication , written and verbal skills. and a collaborative mindset are crucial for success in this role. This position offers an excellent opportunity for growth within the financial services industry.
  Job Type: Full-time
  Pay: $45,000.00-$50,000.00 per year

Benefits:

• Dental care
• Extended health care

Work Location: In perso

• Assist in the execution of daily trades
• Manage emails and correspondence with clients
• Maintain and update client databases (CRM)
• Support the team with Administrative tasks and client services as needed