Administrative Assistant

Kingfisher Financial is seeking a part-time Administrative Assistant to join our team as soon as possible. This position offers the potential to transition into full-time employment. The successful candidate will provide administrative and client service support for both insurance and investment products.

Interested in applying? Please email your resume to Brent Timm at [email protected] with the subject line ‘Administrative Assistant’.

Duties

• Processing and following up on all applications and service requests
• Answering phone calls, replying to emails
• Processing and following up on all trade transactions for investments, for life insurance, estate planning and more
• Assisting with booking and preparing for client appointments
• Assisting with marketing and promotional strategies

• Criminal Record check required
• Applicants must be service-oriented, take initiative and be a team player with a positive mindset
• Experience with Microsoft Office mandatory
• Life insurance, and experience in financial services are preferred assets
• Mutual Fund, and Life insurance licensing is preferred

This job advertisement has been provided by an external employer. Career Edge is not responsible for the accuracy, authenticity or reliability of the content.Cette offre a été fournie par un employeur externe. Career Edge n’est pas responsable de l’exactitude, de l’authenticité ni de la fiabilité du contenu.