Description
Aurora Financial Solutions Inc. is seeking an Administrative Assistant to join our Team. We are looking for an individual who will thrive in a fast-paced, competitive industry as part of a growth-focused Team. The ability to learn quickly, multi-task, pay attention to detail, follow compliance guidelines, and communicate effectively with the Team and clients are essential skills for success in this position. Our goal is Excellence in everything we do, and we need the best support staff in place to achieve that.
New Business Insurance Administration:
- Review of forms, applications, & paperwork for accuracy & completeness. Manage & expedite the underwriting process, including liaising with clients, underwriters, paramedical, & medical organizations. Follow-up on outstanding information. Investigate & solve administrative issues. Ensure forms used are up to date. Maintain effective workflow policies and procedures. Stay abreast of, review, and monitor new insurance products
Back-up Investments Administration:
- Depends on experience and necessity
Advisor Support:
- Manage advisor schedules. Help advisor stay organized. Manage the Leads/Prospects for the advisor. Sort, delegate, and manage email inboxes. Prepare files & necessary documents for client meetings. Contacting clients to book meetings. Other tasks or projects they assign.
Client Service:
- Prepare forms & send them to clients; track & follow up to ensure they are returned in a timely manner. Submit requests/forms to head office & track to completion.
Team:
- Co-ordinate with other support team members re: daily tasks, projects, workload. Provide back-up support to other team members. Attend team planning sessions.
Strong communication & critical thinking skills are of utmost importance in this role.