Consenheim Insurance & Investment Services Ltd. is hiring
Executive Assistant with LMIA

Languages

• English

Education

• Bachelor's degree

Experience

• 2 years to less than 3 years

On site

• Work must be completed at the physical location. There is no option to work remotely.

Work setting

• Financial management/services
• Financial services industry

Tasks

• Compile data to prepare documents
• Establish and co-ordinate administrative policies and procedures
• Prepare reports and others documents for consideration and presentation to executive committees and boards of directors
• Prepare and co-ordinate the production and submission of summary briefs and reports
• Conduct research
• Liaise with departmental and corporate officials and with other organizations and associations
• Provide customer service
• Prepare invoices, reports, memos, letters, financial statements and administer contracts and other documents
• Manage events
• Type and proofread correspondence, forms and other documents
• Schedule and confirm appointments
• Perform sales and marketing activities
• Perform administrative tasks
• Maintain accurate records
• Buy and sell securities at stock exchange on behalf of investment dealer
• Arrange schedules
• Analyze clients' financial records
• Oversee and co-ordinate office administrative procedures
• Answer telephone and relay telephone calls and messages
• Review and evaluate new administrative procedures
• Establish work priorities and ensure procedures are followed and deadlines are met
• Monitor clients’ investment portfolios

Computer and technology knowledge

• MS Excel
• MS Office
• MS Outlook
• MS Word

Area of work experience

• Finance

Area of specialization

• Securities

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Initiative
• Organized
• Reliability
• Team player
• Hardworking
• Quick learner
• Proactive

Health benefits

• Dental plan
• Health care plan