Administrative Coordinator

Posted 22 days ago

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Job Details

Full Time

Location

Downtown Vancouver, BC

Salary

dollar sign 60,000 to 70,000 per year

Job Description

This is your opportunity to build your career with an organization where you can learn, grow and thrive both professionally and personally. We are proud to be a small but mighty team empowering our employees to working collaboratively to provide the best service for our clients.

Primary Responsibilities:

Support 2 Senior Advisors
Calendar and travel management
Credit card reconciliation
Compare products scope and pricing using multiple option graphs, Power Point presentations, and excel worksheets
Gather information on investment, market returns, investment progress and funds
Ensure policies are correctly executed and filed
Gather information on term renewal pricing, riders included in the contracts and various other relevant data
Updating CE credits and memberships
Manage CRM opportunities, leads and updating contact records
Attend industry functions, such as association events and conferences as required
Cultivate strong relationships and providing strong client support
Meeting prep and documentation
Manage hard copy and electronic filing systems
Oversee office supplies
Ad-hoc duties as required

Qualifications

Business Administration Diploma and/or a minimum 5+ years administrative experience (preferably in the life insurance or financial services industry)
Strong communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele
Service oriented with strong relationship skills
Ability to work independently and as part of a great team
Ability to handle confidential information in a tactful and professional manner
Proficient with MS Office (Microsoft Word, Excel, Outlook PowerPoint and TEAMS) and CRM (preferably Maximizer)
Flexible and able to perform with minimal direction
Outstanding organizational, planning and prioritization skills with the ability to multi-task to manage/prioritize multiple projects simultaneously as required

We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.

Job Type: Full-time/On Site

Benefits: