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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