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Administrative Assistant, Advisor Programs and Services
Job Type: Full Time
Location: London, ON, CANADA;
Job Category: Insurance ; Other Insurance Jobs
Job Industry: Insurance
Job Career Level: Entry Level , Experienced
Date Posted: Dec 5, 2012

Reporting to the Manager, Advisor Programs and Services, you’ll contribute to and support the Manger, Advisor Programs and Services for Freedom 55 Financial, Wealth & Estate Planning Group and Gold Key Distribution and Manager, Advisor Business Development, Gold Key Distribution.


You will be accountable for:


·         Provide administrative support to the Vice President and Management team

·         Administer and track all speaker contracts and invoicing

·         Handle confidential information

·         Schedule speaker conference calls with participants across Canada and the U.S.

·         Liaise with speakers and speaker bureaus to ensure timely receipt of contracts, payments

·         Maintain and improve speaker tracking spreadsheets

·         Send out educational forum email communications to advisor audience

·         Develop and modify powerpoint presentations

·         Compose / transcribe meeting notes

·         Update annual calendars for executive team audiences

·         Process and manage the CE credits for programs

·         Adhoc projects and initiatives to support Advisor Business Development


Required Competencies and Behaviours:


·         Demonstrated strong organizational and administrative skills

·         Detail-oriented with high standard of quality and accuracy

·         Strong sense of urgency

·         Ability to handle multiple priorities in a fast-paced environment

·         Driving interest in finding efficiencies and increasing effectiveness

·         Proactive communication style

·         Articulate and strong communications skills

·         Respond to requests in a professional and helpful manner

·         Maintains professional demeanor

·         Adept using Microsoft Office (Excel, Word, and PowerPoint)

·         Post secondary education with an administrative background and or related work experience is preferred

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