Client Advisor, Signature Insurance

Acera Insurance

Vernon

On-site

CAD 65,000 - 85,000

Full time

6 days ago
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Benefits offered by this job

Employee Assistance Program
RRSP/DPSP matching
Tire discounts
Growth opportunities
Tuition reimbursement

Job summary

Acera Insurance in Vernon, BC, is seeking an Executive Assistant to increase organizational efficiency by providing executive-level coordination, customer service and administrative support. The role supports senior leaders, manages calendars and travel, prepares reports and presentations, and handles confidential information with discretion.

The position is full-time with a salary range CA$65,000.00–CA$85,000.00 yearly and includes opportunities for professional development and work-life

Qualifications

  • 5+ years’ experience in a senior administrative position.
  • Executive Administrative diploma / certificate or equivalent combination of education and experience.
  • Proven ability to coordinate calendars and travel for executives.
  • Discretion and confidentiality when handling sensitive information.
  • Proficient in Microsoft Office Suite including Word, Excel, PowerPoint, Outlook and Publisher.

Responsibilities

  • Provide senior leadership support by attending meetings, preparing minutes and deadlines.
  • Coordinate calendars and travel logistics for senior leaders.
  • Assist in preparing reports, presentations and business documents.
  • Coordinate travel arrangements and create detailed travel packages.
  • Support meetings, trainings, conventions and other executive tasks.
  • Manage COUPA expense processes for senior leaders and teams.
  • Prepare and code invoices and expense reports.
  • Handle confidential and non-routine information with discretion.
  • Organize off-site functions and trainings and act as backup for EA team.

Skills

MS Office proficiency
Calendar management
Travel coordination
Communication skills
Discretion & confidentiality
Project management
Multi-tasking

Education

Executive Administrative diploma

Tools

MS Word
Excel
PowerPoint
Outlook
Publisher

Job description

The Executive Assistant role is to increase organizational efficiency by providing coordination, customer service, relationship management and administrative support at the executive level.The role

Full-time +1

Client Executive, Signature Insurance.As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.Encourage

CA$65,000.00–CA$85,000.00 yearly

Full-time +1

Client Advisor, Signature Insurance.As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.Encouraged

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The Executive Assistant role is to increase organizational efficiency by providing coordination, customer service, relationship management and administrative support at the executive level. The role draws upon practical and specialist knowledge of business support processes and procedures in order to respond to internal and external customers and provide timely delivery of task-oriented, transactional, reporting and processing services with confidentiality, discretion and politically sensitive judgment.

Core Responsibilities
Sr. Management Team Support
  • Provides support to senior leadership team members by attending the appropriate meetings, creating meeting agendas, handling the preparation of minutes and establishment of deadlines for action and ensure work is completed according to deadlines to ensure strategic objectives are being met.
  • Effectively manage multiple senior leaders’ calendars and travel logistics, including schedules, mail, booking flights and accommodations, preparing detailed itineraries, and other day-to-day responsibilities.
  • Coordinates, prepares, and gathers information to assist in the preparation of reports, presentations, business documents, and status reports, including following up with the appropriate individuals.
  • Works with travel department to book flights, accommodations, meals (as requested) for business purposes, maintain details in schedule and create travel detail packages prior to trips
  • Support the senior leadership team with meetings, training, conventions and various other tasks as required
  • Manage COUPA expense process for senior leaders and their teams
  • Prepares and codes invoices, expense reports for senior leaders
Administration
  • Develops and maintains sensitive, diplomatic and strong working relationships with internal and external customers to provide solutions to complex issues, prioritizing and managing responses and negotiating and managing timelines and expectations
  • Responsible for administrative support including but not limited to: Processes incoming correspondence, handling inquiries, coding purchase requisitions, direct forms for signature and processing, drafting and editing legal documentation, etc.
  • Provide support for purchases/replacements of cell phones & computer equipment for the senior leaders and their teams
  • Coordinate information for various newsletters or communications
  • Special duties as required, including the handling of confidential and non-routine information
Additional Requirements
  • Organize and coordinate off-site functions, including meetings, training, conventions or other functions. Coordinate speaker requirements, meeting agenda, requirements for hotel, travel, meeting rooms, meal and catering, entertainment and other
  • Organize individual or group training and follow up with appropriate communication.
  • Actively participates as a member of the Executive Assistant team and takes a leadership role to support corporate initiatives, policies and procedures by ensuring they are appropriately communicated
  • Provides professional back up for Executive Assistants when required
Work Experience
  • 5 + years’ experience in a senior administrative position
Knowledge, Skills and Abilities
  • Demonstrated advanced experience with Microsoft Software Suite (., Word, Excel, Publisher, Outlook, PowerPoint
  • Demonstrated experience booking and coordinating travel for executives and large groups
  • High standards of ethics and confidentiality to handle sensitive information
  • Demonstrates a strong initiative, judgment and the flexibility to thrive in a fast-paced and ever-changing environment; ability to multi-task and manage multiple projects simultaneously.
  • Possesses strong project management skills with the ability to multi-task and manage multiple projects simultaneously while working under limited supervision
  • Excellent interpersonal, written and verbal communication skills
  • Work with frequent interruptions and meet deadlines while under pressure
Education
  • An Executive Administrative diploma / certificate, or equivalent combination of education and experience
Special Requirements
  • Overtime when required
  • Occasional travel
What We Offer
  • The target salary range for this position is $57,485 to $77,110 per year based on experience.
  • Employee Assistance Program
  • A group RRSP/DPSP matching program
  • Discount on tires and mechanical services
  • Positive work culture, opportunities for growth and development, and work-life balance.
  • Opportunities for professional development, such as training programs, mentorship, and tuition reimbursement.

Kal Tire uses AI tools to support parts of recruitment, including but not limited to job posting and pre-screening. All interviews and hiring decisions are being made by Kal Tire’s hiring managers and recruiters.

Kal Tire is committed to fostering a workplace where everyone feels valued, included, and empowered to thrive. We embrace diverse perspectives and welcome applications from all backgrounds and experiences. If your qualifications align with the role, we'll connect with you to guide you through the next steps. Candidates considered for the role must be legally eligible to work for any employer in Canada. A Canadian Criminal Record Check may be required for certain positions as part of the final stages of the hiring process.

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