Diaplans Financial Service Inc. is hiring
Administrative Specialist with LMIA

Work setting

• Finance and insurance
• Insurance

Responsibilities

Tasks

• Arrange and co-ordinate seminars, conferences, etc.
• Open and distribute mail and other materials
• Plan and organize daily operations
• Record and prepare minutes of meetings, seminars and conferences
• Schedule and confirm appointments
• Manage contracts
• Answer telephone and relay telephone calls and messages
• Compile data, statistics and other information
• Greet people and direct them to contacts or service areas
• Set up and maintain manual and computerized information filing systems
• Type and proofread correspondence, forms and other documents
• Perform data entry
• Provide customer service
• Maintain and manage digital database
• Consult with clients after sale to provide ongoing support

Experience and specialization

Computer and technology knowledge

• Google Docs
• MS Excel
• MS Outlook
• MS PowerPoint
• MS Word
• Electronic scheduler
• Social Media
• Accounting software
• Business diagram software
• Simply Accounting
• Google Drive
• Electronic mail

Technical terminology

• Financial

Insurance experience

• Life insurance products

Area of specialization

• Correspondence
• Reports and records
• Financial statements
• Invoices
• Charts, tables, graphs and diagrams
• Accounting

Additional information

Work conditions and physical capabilities

• Ability to work independently
• Tight deadlines
• Attention to detail

Personal suitability

• Ability to multitask
• Excellent written communication
• Flexibility
• Team player
• Accurate
• Client focus
• Reliability

Benefits

Other benefits

• Other benefits
• Parking available