Executive Assistant - Markham, Canada - The Pitch Financial Group

The Pitch Financial Group
The Pitch Financial Group
Verified Company
Markham, Canada

3 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter


Description
Mutual fund and life insurance executive assistant position in Markham.

Why Work For Us

  • Flexible hours
  • Bonus pay based on corporate performance
  • Work life balance
  • Collaborative work environment
  • Opportunity for growth within the Insurance and Finance industry
Specific Responsibilities

  • Processing mutual fund transactions
  • Processing insurance transactions
  • Assisting with digital meetings
  • Record keeping
  • Client communication
Knowledge Skills And Attributes Required

  • Previous experience with Winfund and Fundserv is an asset
  • Previous experience with life, disability and critical illness insurance an asset
  • Strong organizational and effective time management skills required
  • Ability to learn quickly in a fastpaced environment with mínimal supervision
  • Accuracy and attention to detail in tasks
  • Excellent telephone manner, previous reception experience an asset
  • Proficiency in MS Windows
  • MS Office, MS Excel and MS Word, Adobe Acrobat/Reader, and Zoom
  • Ability to communicate well internally and externally in English

Salary:
$40,000.00-$45,000.00 per year


Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Work Location:
In person

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