Administrative Assistant

Job Overview:
We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will play a crucial role in ensuring the smooth operation of our office. The ideal candidate will have excellent organizational and communication skills, as well as the ability to multitask effectively. If you are a motivated individual with a strong work ethic, we would love to hear from you.

Key job duties required:

• Ensuring accuracy of financial reports & spreadsheets for our brokers and clients.
• Preparation and organization of marketing's and quotes and ensuring electronic documents are filed with detail and accuracy.
• Prepare, organize, and manage quarterly or semi-annual client reporting.
• Employee & Group presentations, lunch & learn/educational seminars (Not Required, but is a bonus skill.)
• Booking appointments, schedule management and conferences.
• Managing tracking and distribution of leads and referrals.
• Using technology-based systems & CRM systems to track and ensure accuracy.
• Providing general administrative support to advisors/brokers & account managers.
• Occasionally attending biannual or semi-annual conference with our team, in either Calgary or Red Deer. (Expenses paid.)

You will need the following to apply:

• Minimum of a High school Diploma is required with post secondary as a definite asset.
• Must be a detail-oriented person with excellent organizational skills.
• Must be proficient with Microsoft Office I.E. (Excel, Word) is a MUST.
• Able to work independently under minimal supervision is a MUST.
• The ability to and communicate and support our Brokers/Advisors & Account Managers.
• Computer knowledge and the ability to learn quickly with new software programs.
• Enjoys a team environment as well as working independently.

Additional Supplementary BONUS Skills:

• Social Media: Facebook, Twitter, & Instagram posts. Knowledge of DocuSign, Adobe Sign, and has previous experience working with CRM systems.
• Mail chimp, Survey programs.
• Monthly/Quarterly newsletters and design skills.
• Creative thinker that is willing to offer suggestions or ideas.
• Potential for growth into an account manager or licensed support staff role.

Experience:
- Previous experience in an administrative role is preferred.
- Proficiency in computerized systems and software such as Microsoft Office Suite
- Strong customer service skills with excellent phone etiquette
- Familiarity with office equipment and procedures
- Excellent organizational skills with the ability to prioritize tasks effectively
- Accurate data entry skills with attention to detail

If you are looking for an opportunity to contribute to a dynamic team, please submit your application today. We offer competitive compensation and benefits. Only qualified candidates will be contacted for further consideration.

Job Types: Full-time, Part-time

Salary: $20.00-$25.00 per hour

Expected hours: 20 – 35 per week

Benefits:

• Dental care
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• Vision care
• Wellness program
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Supplemental pay types:

• Retention bonus

Education:

• Secondary School (preferred)

Experience:

• Administrative: 1 year (preferred)
• Administrative experience: 1 year (preferred)

Language:

• English (required)

Work Location: Hybrid remote in St. Albert, AB T8N 6M6