Job Description
- Assist the Directors in scheduling appointments, following up on client inquiries, and providing administrative support.
- Prepare and process policy documents, applications, and all related paperwork.
- Coordinate with clients to gather necessary documentation.
- Manage and organize files, documents, and correspondence.
- Assist with research, data analysis, presentations and other tasks to support the Directors
Requirements
- Diploma or equivalent; additional education or certification in business administration is preferred
- Previous experience in an administrative or assistant role in finance industry
- Proficiency in Microsoft Office suite and other office management software
- Excellent communication skills, both written and verbal, with a strong customer service orientation
