Office Administrative Assistant

About the Opportunity:

We are a smaller Group, Life & Health Insurance brokerage firm who services clients across Western Canada. Our successful candidate is highly detailed, organized person by nature, who can multitask and help support our brokers and assist with back end administrative duties. With this work from home position, you’ll be required to assist with financial reporting, document preparation, financial spreadsheets, insurance carrier communications, marketings, and occasionally have engagement with our amazing clients over the phone, virtually or through email.

You would be instrumental in providing administrative and back-end support to our brokers account manager and clients. As an Administrative Assistant, accuracy and detail are paramount to ensure we represent our organization and the various insurance providers professionally and accurately.

Key job duties required:

• Ensuring accuracy of financial reports & spreadsheets for our brokers and clients.
• Preparation and organization of marketings and quotes.
• Prepare, organize and manage quarterly or semi-annual client reporting.
• Building positive relationships with our existing & new clients.
• Providing administrative support to brokers & sales staff.
• 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 to support existing clients.
• 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.
• Proficient with Microsoft Office, Excel, Word and Adobe are a MUST.
• Able to work independently under minimal supervision is a MUST.
• The ability to and communicate and support our Brokers/Advisors.
• 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:

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

If this sounds like you, we would love to see your application.

Job Type: Part-time or Full time.

Salary: $20-25/hr, Plus Group employee benefits & healthcare spending & Lifestyle Wellness Account.

Experience:

• Previous administrative support is required.

Job Types: Full-time, Part-time

Salary: $20.00-$25.00 per hour

Expected hours: 20 – 30 per week

Benefits:

• Dental care
• Employee assistance program
• Extended health care
• Life insurance
• Paid time off
• Vision care
• Wellness program
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Application question(s):

• Do you have a dedicated space and the ability to work remotely?

Education:

• Secondary School (required)

Experience:

• Administrative: 1 year (required)

Language:

• English (required)

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