Job Description
We are seeking an energetic, self-starting individual to join our company as an Operations Assistant. As part of our operations team, you collaborate with multiple team members, leaders, and stakeholders, participating wherever necessary to ensure smooth, efficient operations. Our ideal candidate has a wide range of applicable skills, from strong computer proficiency with office productivity suites to attention to detail with data entry tasks. In this role, you may juggle multiple projects simultaneously, necessitating time management, multitasking, and organizational skills. You should have a thorough knowledge of our product and service offerings, and prior administrative experience is a strong plus. Duties include assisting the Director of Operations with tasks such as data entry, training, and scheduling, as well as proofreading reports and creating marketing communications.
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We're an insurance agency that provides comprehensive financial and health planning services to help clients achieve their financial objectives.