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financial services representative Verified This job was posted directly by the employer on Job Bank.
Posted on May 30, 2024 by Employer details 2151733 Ontario Inc
Job details
Education: Bachelor's degree. or equivalent experience. Asset languages: Hindi. Panjabi; Punjabi. Work setting: Insurance company. Tasks: Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals. Review and evaluate new administrative procedures . MS Office. Establish work priorities and ensure procedures are followed and deadlines are met. Assist in the preparation of operating budget and maintain inventory and budgetary controls. Assemble data and prepare periodic and special reports, manuals and correspondence. Ensure appropriate forms, medical examinations and other policy requirements are completed. Monitor insurance claims and respond to clients' enquiries. Investigate complaints. Computer and technology knowledge: MS Excel. Area of specialization: Reports. Work conditions and physical capabilities: Attention to detail. Fast-paced environment. Large caseload. Overtime required. Tight deadlines. Work under pressure. Personal suitability: Accurate. Client focus. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Flexibility. Judgement. Organized. Team player. Integrity. Quick learner. Experience: 1 to less than 7 months. Financial benefits: Bonus. Other benefits: Free parking available.- LocationDerry and 410Mississauga, ONL5T 0B3
- Salary$30.00HOUR hourly / 35 hours per week
- Terms of employment Permanent employmentFull time
- Day
- Start date Starts as soon as possible
- Benefits: Financial benefits, Other benefits
- vacancies 1 vacancy
- Source Job Bank #2939180
Overview
Languages
English
Education
- Bachelor's degree
- or equivalent experience
Experience
1 to less than 7 months
Asset languages
- Hindi
- Panjabi
Work setting
- Insurance company
Responsibilities
Tasks
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Review and evaluate new administrative procedures
- MS Office
- Establish work priorities and ensure procedures are followed and deadlines are met
- Assist in the preparation of operating budget and maintain inventory and budgetary controls
- Assemble data and prepare periodic and special reports, manuals and correspondence
- Ensure appropriate forms, medical examinations and other policy requirements are completed
- Monitor insurance claims and respond to clients' enquiries
- Investigate complaints
Experience and specialization
Computer and technology knowledge
- MS Excel
Area of specialization
- Reports
Additional information
Work conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Large caseload
- Overtime required
- Tight deadlines
- Work under pressure
Personal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgement
- Organized
- Team player
- Integrity
- Quick learner
Benefits
Financial benefits
- Bonus
Other benefits
- Free parking available
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-06-29
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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