Job Details

Financial Advisor Administrator-PT or FT Considered

Job Category: Full Time

Financial Advisor Administrator-PT or FT

The Financial Advisor’s Administrator supports and assists the Financial Advisor with all day to day transactions and client support.

The position estimates: 20-40 hours per week, (Monday to Friday), hourly range $16.85-$19.25.

As the primary administrator for the Financial Advisor, you will be responsible for the following functions:

  • Provide administrative back up support
  • Follow up on policy delivery, collection and submission
  • New business – completion of medical requirements
  • Prepare correspondence and forms for Individual requests
  • Book and confirm meetings and appointments
  • Track and prepare monthly renewal reports
  • Prepare presentations and quotations
  • Maintain up to date client files

 The ideal candidate must be:

  • Highly organized
  • Possess outstanding attention to detail with an aptitude for numbers
  • Exhibit excellent computer proficiency
  • Strong verbal and written communication skills
  • Able to multi task in a fast paced environment
  • Have initiative and able to work independently
  • Proficiency with MS Word, Excel, PowerPoint and Outlook

We offer a competitive salary and a comprehensive benefit program.

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