Administrative specialist
DIAPLANS FINANCIAL SERVICE INC.
Overview
Languages
English
Education
- Secondary (high) school graduation certificate
Experience
7 months to less than 1 year
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Finance and insurance
- Insurance
Responsibilities
Tasks
- Arrange and co-ordinate seminars, conferences, etc.
- Open and distribute mail and other materials
- Plan and organize daily operations
- Record and prepare minutes of meetings, seminars and conferences
- Schedule and confirm appointments
- Manage contracts
- Answer telephone and relay telephone calls and messages
- Compile data, statistics and other information
- Greet people and direct them to contacts or service areas
- Set up and maintain manual and computerized information filing systems
- Type and proofread correspondence, forms and other documents
- Perform data entry
- Provide customer service
- Maintain and manage digital database
- Consult with clients after sale to provide ongoing support
Experience and specialization
Computer and technology knowledge
- Google Docs
- MS Excel
- MS Outlook
- MS PowerPoint
- MS Word
- Electronic scheduler
- Social Media
- Accounting software
- Business diagram software
- Simply Accounting
- Google Drive
- Electronic mail
Technical terminology
- Financial
Insurance experience
- Life insurance products
Area of specialization
- Correspondence
- Reports and records
- Financial statements
- Invoices
- Charts, tables, graphs and diagrams
- Accounting
Additional information
Work conditions and physical capabilities
- Ability to work independently
- Tight deadlines
- Attention to detail
Personal suitability
- Ability to multitask
- Excellent written communication
- Flexibility
- Team player
- Accurate
- Client focus
- Reliability
Benefits
Other benefits
- Other benefits
- Parking available