Join Aviso Insurance Inc. in Rosetown, SK as a Financial Coordinator, focusing on administrative and client service excellence. This full-time role requires a commitment to a client-first approach and professionalism.
In this position, you will work alongside advisors, streamlining client interactions and ensuring accurate record management. The successful candidate will be a proactive individual, passionate about providing exceptional client experiences, and eager to handle professional duties in a collaborative workplace. You will coordinate meetings and assist with client inquiries to uphold the high standards of Aviso Insurance.
Key Responsibilities:
• Support advisors with administrative tasks and operations
• Schedule and maintain organized client appointments
• Manage client records and documentation
• Organize logistics for meetings and appointments
• Welcome clients and ensure a friendly atmosphere
Requirements:
• High school diploma; Office Administration training is beneficial
• Microsoft 365 proficiency is mandatory
• Excellent communication and organizational abilities
• Strong attention to detail in all tasks
• Experience in the financial industry is preferred
Enhance your professional journey by providing outstanding support in the Financial Coordinator role at Aviso Insurance.
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