Administrative Assistant - Red Deer, Canada - SurePath Group

SurePath Group

Verified Company

Red Deer, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

We are looking for a motivated and detail-oriented worker to join our administrative support team full-time. _Ask yourself _

Does it bother you when deadlines are missed? Do you double
- and triple-check your spelling? Are you able to pick up on new ideas quickly? If you are known for your organizational abilities and general problem-solving skills, this may be the role for you

What a day looks like for this position:

Set up accurate and detailed prospect files
Answer client questions and direct calls to the appropriate contact
Provide computergenerated sales illustrations and proposals, as needed
Request quotes from third party sources
Create presentations and follow up with prospects and clients
Follow up with banking institutions, 3rd party providers, and medical offices
Effectively communicate with underwriting on issues and placing problems
Facilitate contact between advisors and clients or providers
Maintain uptodate detailed client records
Schedule and confirm appointments, as needed
Track outstanding requirements and documents
Transmit faxes and photocopy advisor materials
Screen incoming calls and record detailed messages
Maintain a professional environment for clients and coworkers
Handle confidential materials with the utmost tact

Required Skills and Behaviours:

Confidence to work independently and respectful while working with a team
Ability to separate work and personal
Advanced prioritization and coordination of timesensitive tasks
Maintain a professional attitude and positive outlook
Ability to build trusting relationships with management, coworkers, business partners, and clients
Ability to closely follow compliance guidelines
Strong interpersonal skills (listens well, communicates consistently with the team, confronts issues openly and honestly, able to handle criticism and learn from mistakes)
Excellent written and oral communication skills
Professional and appropriate telephone etiquette
Indepth knowledge of Microsoft Excel (creating and editing spreadsheets, entering formulas, creating graphs, and more)
Proficient using other Microsoft 365 programs, including Word, Outlook, PowerPoint, and OneDrive
Aptitude for learning new software and technologies
Positively respond to changing requests and dynamics
Confidence to handle decisions or issues

Preferred Qualifications:

Experience with group benefits considered an asset
Experience with investing and finances considered an asset
Experience with insurance considered an asset (individual life or health and dental policies)

To Apply:

Salary:
$17.00-$21.00 per hour

Benefits: