Finance and Accounting

Assistant to Financial Adviser

Full Time

Candidate Responsibilities will include:

  • Client/Prospect portfolio preparation and analysis
  • Assisting clients with Vitality and Vitality Drive
  • Proactively manage client queries
  • Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers,
  • Scheduling client meetings
  • Keep up to date with latest product and benefits
  • Manage compliance system
  • General office duties but not limited to filing, scanning, printing, etc.
  • Accurate and thorough
  • Logical thinking
  • Problem solving
  • Attention to detail
  • Highly organized

Strongest skills are:

  • Administrative skills
  • Data capturing
  • Telephone customer service
  • Accuracy
  • Computer Literacy (Microsoft office – outlook, work, excel, internet)