Office Assistant

Bruce Boivin Insurance and Financial Services Inc

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Job Description:

Job Purpose:

To work as an employee of a Desjardins independent contractor agent assisting in providing quality service to Desjardins to existing customers and assisting with the agent and his employee’s daily activities

Responsibilities:

· Scheduling courier daily

· Organizing the incoming mail and respond to any concerns

· Opening/Closing of Office

· Greet customers as they enter and provide water / coffee for them – set up any appointments

· Take payments

· Call leads and set up appointments

· Print out daily reports of previous days activities

· Meet mutually set goals on a monthly basis

· Filing / answering the phones and passing on messages

· Follow the standards, practices and rules in the employee handbook

· Maintaining the service of existing customers

· Provide prompt, accurate, friendly, cost-effective service

· Meet mutually set goals on a monthly basis

· Participate in training and team meetings and contests

· Communicate the “Value Statement” to each and every client

· Follow they established Desjardins process when applicable

· Preparation of daily deposits

· Beginning Of Day Reports

Work Site Location:

Owen Sound

Minimum Requirements / Work Experience:

Skills/Abilities: · Excellent written & verbal

Other Job Requirements:

This opportunity is open to Visible minorities, persons with disabilities, newcomers to Canada and indigenous peoples.

Education Required:

OSSD

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