23 Aug
|
Aviso
|
Rosetown
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.
📌 Financial Coordinator at Aviso Insurance (Rosetown)
🏢 Aviso
📍 Rosetown