Administrative Assistant - St. Albert, Canada - Summit Benefits Consulting Ltd.

Description

• Ensuring accuracy of financial reports & spreadsheets for our brokers and clients.
• Preparation and organization of marketing's and quotes and ensuring electronic documents are filed with detail and accuracy.
• Prepare, organize, and manage quarterly or semiannual client reporting.
• Employee & Group presentations, lunch & learn/educational seminars (Not Required, but is a bonus skill.)
• Booking appointments, schedule management and conferences.
• Managing tracking and distribution of leads and referrals.
• Using technologybased systems & CRM systems to track and ensure accuracy.
• Providing general administrative support to advisors/brokers & account managers.
• Occasionally attending biannual or semiannual conference with our team, in either Calgary or Red Deer. (Expenses paid.)

• Minimum of a High school Diploma is required with post secondary as a definite asset.
• Must be a detailoriented person with excellent organizational skills.
• Must be proficient with Microsoft Office I.E. (Excel, Word) is a MUST.
• Able to work independently under mínimal supervision is a MUST.
• The ability to and communicate and support our Brokers/Advisors & Account Managers.
• Computer knowledge and the ability to learn quickly with new software programs.
• Enjoys a team environment as well as working independently.

• Social Media: Facebook, Twitter, & Instagram posts. Knowledge of DocuSign, Adobe Sign, and has previous experience working with CRM systems.
• Mail chimp, Survey programs.
• Monthly/Quarterly newsletters and design skills.
• Creative thinker that is willing to offer suggestions or ideas.
• Potential for growth into an account manager or licensed support staff role.

• Previous experience in an administrative role is preferred.
• Proficiency in computerized systems and software such as Microsoft Office Suite
• Strong customer service skills with excellent phone etiquette
• Familiarity with office equipment and procedures
• Excellent organizational skills with the ability to prioritize tasks effectively
• Accurate data entry skills with attention to detail

• Dental care
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• Vision care
• Wellness program
• Work from home

• French not required

• Monday to Friday

• Retention bonus

• Secondary School (preferred)

• Administrative: 1 year (preferred)
• Administrative experience: 1 year (preferred)

• English (required)