executive assistant (Kamloops)

executive assistant (Kamloops)

05 Aug
|
Consenheim Insurance & Investment Services
|
Kamloops

05 Aug

Consenheim Insurance & Investment Services

Kamloops

Dure de l''emploi: Permanent Langue de travail: Anglais Heures de travail: 30 hours per week Education: Exprience: Education Bachelor''s degree Work setting Financial management/services Financial services industry Tasks Compile data to prepare documents Establish and co-ordinate administrative policies and procedures Prepare reports and others documents for consideration and presentation to executive committees and boards of directors Prepare and co-ordinate the production and submission of summary briefs and reports Conduct research Liaise with departmental and corporate officials and with other organizations and associations Provide customer service Prepare invoices, reports, memos, letters, financial statements and administer contracts and other documents Manage events Type and proofread correspondence,



forms and other documents Schedule and confirm appointments Perform sales and marketing activities Perform administrative tasks Maintain accurate records Buy and sell securities at stock exchange on behalf of investment dealer Arrange schedules Analyze clients'' financial records Oversee and co-ordinate office administrative procedures Answer telephone and relay telephone calls and messages Review and evaluate new administrative procedures Establish work priorities and ensure procedures are followed and deadlines are met Monitor clients'' investment portfolios Computer and technology knowledge MS Excel MS Office MS Outlook MS Word Area of work experience Finance Area of specialization Securities Work conditions and physical capabilities Fast-paced setting Work under pressure Tight deadlines Attention to detail Personal suitability Accurate Dependability Efficient interpersonal skills Excellent oral communication Excellent written communication Flexibility Initiative Organized Reliability Team player Hardworking Quick learner Proactive Screening questions Do you have experience working in this field? Do you have the required certifications listed in the job posting? Experience 2 years to less than 3 years Employment terms options Day Health benefits Dental plan Health care plan

📌 executive assistant (Kamloops)
🏢 Consenheim Insurance & Investment Services
📍 Kamloops

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