RESPONSIBILITIES: - Coordinate and monitor calendars (e.g. schedule meetings, arrange appointments, and provide reminders) - Manage all client's files with respect to financial security. - Maintain total privacy of client information & confidential data. - Follow up with client's file underwriting needs. - Update CRM database & manage mass marketing projects. - Track and monitor reporting and other deadlines required to meet the reporting requirement. QUALIFICATIONS: We’re committed to hiring the best talent for the role. Here’s how we’ll know you’ll be successful in the role: - Must be Life License qualified (HLLQP). - 2-3 years of professional office administrative experience. - Post-secondary education and Office Administration experience is an assets. - Robust proficiency with Word, Outlook, Access, Excel, and PowerPoint, Salesforce, Google Docs. - Excellent and effective communication skills with our clients,



and all employees including site personnel and international business partners. - Proven ability to multitask, organize and prioritize work. - Demonstrated ability to work successfully under frequently changing priorities and meet competing deadlines. - Ability to work with highly confidential information. - Strong customer service orientation with a pleasant, helpful demeanor - Proficient with presentation creation. - Ability to think proactively and to be a team player. - Excellent written and verbal communication skills - Strong attention to detail. - Personal initiative, professional telephone manner, and customer service focused. COMPENSATION: Fixed per month upon successful orientation program. Pay: From $45,000.00 per year Work Location: In person

📌 Administrative Assistant (Mississauga)
🏢 Andaleeb Masood Financial Services Brokerage
📍 Mississauga