Zone Administrative Assistant - Boucherville, QC

January 13 2020
Industries Bank, Insurance, Financial services
Categories Administrative, Clerical, Administrative assistant
Boucherville, QC


• Provide administrative support to Zone Administrator, handle files, emails, office duties and general correspondence

• Sets up and makes arrangements for travel ad administrative meetings

• Handles confidential correspondence for the Zone

• Train Regional Assistants and act as back-up when required

• Maintain record sales executives’ and field bonus information

• Consolidate information and prepare for approval bonus programs, bonus payment requests, allowances, debit balances and underwriting violations action plans.

• Reviews, tracks and makes corrections on monthly budget expenses

• Check inspect and reconcile monthly charges in Zone budgets

• Prepare monthly accruals

• Assist in the preparation of annual budgets

• Consolidate all compliance related activity within the Zone as it pertains to: Compliance and Duty of Care, District Field audit flow ups, repetitive red flags, affidavit tracking information, Privacy, FTC, PCI ad DNCL training

• Conduct quality calls as required

• Assist with communication with Government agencies and Legal Counsel

• Sales results reporting

• Consolidate licensing documentation for review and approval

• Advise sales leaders, district leaders ad agents on administrative policies ad procedures

• Handle inquiries from customers and field agents


• Bilingual French/English

• Secondary School or College degree

• Minimum 3-5 years of relevant administrative experience (preferable within insurance industry)

• Strong Microsoft Office skills required (Word, Excel and Outlook)

• Excellent time management and prioritization skills • Sense of urgency

• Attention to details, ability to take initiative and be adaptable

• Proven ability to problem solve with limited supervision

• Excellent communication, interpersonal and follow up skills

• Team work

• Confidentiality

Apply now! network