Agency Administrator II - Thamesford, ON
1 month ago
Job summary
Administrative Job Responsibilities:
• Perform general administrative support functions such as answering and transferring phone calls
• Greet and direct all clients and guests in a courteous and professional manner
• Assigning walk-ins or incoming calls to advisors for quoting
• Sort, distribute and log incoming and outgoing mail and courier
• Banking transactions – process incoming payments
•
Portfolio Management:
- Working within defined limits of authority, consistently provide high quality decisions that support the achievement of Heartland's financial targets in accordance with the Operational Plan;
- Participate in training and development initiatives to constantly enhance the quality of decision making and risk selection;
Job description
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