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 skilled 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 qualified journey by providing outstanding support in the Financial Coordinator role at Aviso Insurance.