administrative assistant - Belleville, Canada - Lise Allin Insurance and Estate Planning Services

    Lise Allin Insurance and Estate Planning Services
    Lise Allin Insurance and Estate Planning Services Belleville, Canada

    1 week ago

    Default job background
    Description
    • Durée de l'emploi: Permanent
    • Langue de travail: Anglais ou Français
    • Heures de travail: 30 to 44 hours per week
    • Education:
    • Expérience:
    • Education

    • College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
    • or equivalent experience
    • Work setting

    • Insurance
    • Tasks

    • Coordinate the flow of information within the team
    • Evaluate daily operations
    • Open and distribute mail and other materials
    • Establish and implement policies and procedures
    • Record and prepare minutes of meetings, seminars and conferences
    • Determine and establish office procedures and routines
    • Schedule and confirm appointments
    • Manage contracts
    • Answer telephone and relay telephone calls and messages
    • Answer electronic enquiries
    • Oversee the preparation of reports
    • Order office supplies and maintain inventory
    • Plan, organize, direct, control and evaluate daily operations
    • Arrange travel, related itineraries and make reservations
    • Greet people and direct them to contacts or service areas
    • Open and distribute regular and electronic incoming mail and other material and co-ordinate the flow of information
    • Type and proofread correspondence, forms and other documents
    • Perform data entry
    • Provide customer service
    • Maintain and manage digital database
    • Computer and technology knowledge

    • MS Excel
    • MS Outlook
    • MS PowerPoint
    • MS Windows
    • MS Word
    • MS Access
    • Insurance experience

    • Life insurance
    • Area of specialization

    • Financial planning
    • Work conditions and physical capabilities

    • Ability to work independently
    • Fast-paced environment
    • Work under pressure
    • Attention to detail
    • Repetitive tasks
    • Large workload
    • Work with minimal supervision
    • Personal suitability

    • Ability to multitask
    • Excellent oral communication
    • Excellent written communication
    • Flexibility
    • Judgement
    • Organized
    • Team player
    • Accurate
    • Client focus
    • Reliability
    • Time management
    • Adaptability
    • Accountability
    • Dependability
    • Due diligence
    • Quick learner
    • Experience

    • 1 year to less than 2 years