Executive Assistant / Administrative Assistant (Financial Services)

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 fast-paced environment with minimal 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

Job Type: Full-time

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

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

Work Location: In person