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Organization: Life Long Planning Group
Job Title: Business Administrator
Number of Positions: One
Work Location: North Bay, Ontario
Position: Full Time
Life Long Planning Group Ltd. is a financial firm of professional advisors. We specialize in life insurance, investments and group servicing needs for our clients along with a wide variety of other products. Life Long Planning Group takes pride in the professionalism we demonstrate in our industry and with our clientele. From estate planning to retirement strategies; there is an abundance of knowledge to learn from: human resources, marketing, finance and accounting.
Job Duties
- Communicate with clients to address their needs
- Preparation of documents, research, analysis of portfolios
- Processing of trades, documents, and applications (Life insurance and investments)
- Work on projects in order of prioritization
- Work to resolve any questions/concerns for clients
- Deal with head office and management
- Assist in the digitization of files
- Learn to work within financial industry guidelines of daily compliance
- Other duties as assigned
Job Requirements
- Professional attire
- Attention to detail
- Client/Customer focus
- Problem solving
- Professionalism
- Organization
Key Competencies
- Ability to effectively communicate; both verbally and in writing
- Ability to prioritize and manage conflicting demands
- Demonstrate time management skills
- Strong attention to detail skills
Work Conditions
- Professional work environment with high sensitivity
- Interaction with others under varying circumstances; including situations of confidentiality
- Interaction with employees, management, and the public at large
How to apply
If you are interested in applying for this position, please provide the information below in electronic format no later than April 15th, 2022.
- Your resumé
- Contact information for two (2) references. Reference letters are also accepted.
Job Types: Full-time, Permanent
Salary: $35,000.00-$50,000.00 per year
Additional pay:
Benefits:
Schedule:
