Administrative Assistant

Posting Date
Employment Type
Full-time
Rate of Pay
$45,000-$50,000
Job Location
Burlington, ON
Hours of Work
5 days 8 to 4 or 9 to 5
Start Date
Closing Date
Company Information

Barbara Brady Financial Planning
Address: 388 Martha Street, Burlington, Ontario L7M 5C1

Primary duties

  • Answer telephones/ emails
  • Completion of reports
  • Prepare with rep for sales appts
  • Processing of applications on computer
  • Arrange meds and Paramed’s with clients
  • Follow ups in outstanding issues
  • Liaison between Head Office and rep
  • Completion of forms with clients
Skills and Experience Required
  • This is an insurance/investment office which requires an individual who is personable and will develop good customer relationships with existing clients
  • A good understanding of Microsoft Office and Docusign are required
  • Strong interpersonal skills
How To Apply

Cover letter and resume required by email to bbrady123 [at] icloud.com (bbrady123[at]icloud[dot]com)


 

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