22 Aug
|
Aviso
|
Humboldt
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 setting. 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. #J-18808-Ljbffr
📌 Financial Coordinator at Aviso Insurance (Humboldt)
🏢 Aviso
📍 Humboldt