Executive Assistant / Administrative Assistant

Executive Assistant / Administrative Assistant

  • 全职/Full-time
  • Markham

The Pitch Financial Group


Full Job Description
Mutual fund and life insurance office administrator position in Markham. We are looking for a candidate who has experience with life insurance and mutual funds.

Why Work For Us

Flexible hours
Bonus pay based on corporate performance
Work life balance
Specific Responsibilities

Processing mutual fund transactions
Processing insurance transactions
Assisting with digital meetings
Record keeping
Client communication
Knowledge Skills And Attributes Required

Previous experience with Winfund and Fundserv is an asset
Previous experience with life, disability and critical illness insurance an asset
Strong organizational and effective time management skills required
Ability to learn quickly in a fast-paced environment with minimal supervision
Accuracy and attention to detail in tasks
Excellent telephone manner, previous reception experience an asset
Proficiency in MS Windows – MS Office, MS Excel and MS Word, Adobe Acrobat/Reader, and Zoom
Ability to communicate well internally and externally in English
Job Type: Full-time

Salary: $40,000.00-$45,000.00 per year

Additional pay:

Bonus pay

8 hour shift
Monday to Friday

要申请此工作 请将您的详细情况发送到以下邮箱 inquiry@pitchfinancial.com