Client Assistant Jobs

Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset

Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.

Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Verbal & written communication skills - Good.

Collaboration & team skills - Good.

•Minimum 1 years of commercial insurance experience.

•Preferable experience within the insurance industry.

•Superb interpersonal skills and attention to detail

•Excellent interpersonal/ relationship building skills and is team-oriented

·New business Triage Construction/Commercial Lines-set up in EPIC.

·Completion of monthly bordereaux for various contracts (extensions)

+A Bachelor’s degree or equivalent combined experience and education. A background in Real Estate is not required.

Come experience the employee advantage at CBRE.We look forward to hearing from you.

+Experience providing administrative support to a team of professionals, sales or marketing environment preferred.

+Experience using Adobe Creative Cloud, particularly InDesign, would be considered an asset.

At CBRE, you are empowered to take your career path into your own hands.

Work in a high-energy, collaborative environment with supportive teammates while reaching your highest potential.

Submit receipts and expense reports to the Finance Department

Accurately complete any data entry or information updates, as assigned

Minimum of two (2) years relevant experience (office, call center, administrative assistant, supporting role, tax, or accounting firm, etc.)

High school diploma or equivalent education required

Experience in the accounting or tax industry would be a definite asset

Above-average attention to detail and organizational skills

Minimum education level of a High School Diploma

Previous experience in customer service and/or a call center environment

Excellent telephone and communication skills

Previous experience working professionally with computers and software programs

Benefits, including medical, dental, vision, life insurance, long term disability, critical illness, and Employee Assistance Program

Be comfortable as the first point of contact for all medicals calls, including mental health and crisis intervention calls.

Participate in quality activities and continuous improvement initiatives in keeping with the company's Quality Management System.

Complete data entry and maintain accurate current scheduling documentation.

Participate in ongoing internal and/or external continuing education activities.

Handle and document prospective client inquiries regarding requests for care and service

Provides vacation and break relief on reception switchboard.

Notify clients regarding initial and ongoing schedules.

Minimum education level of a High School Diploma

Previous experience in customer service and/or a call center environment

Excellent telephone and communication skills

Previous experience working professionally with computers and software programs

Benefits, including medical, dental, vision, life insurance, long term disability, critical illness, and Employee Assistance Program

Work from Home- Anywhere in Newfoundland and Labrador

Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset

Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.

Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Verbal & written communication skills - Good.

Collaboration & team skills - Good.

4+ years of accounting experience in real-estate, property management industry

Effective and efficient time management and organization skills

Ensure team members understand client and property management goals for each property assignment; inspire collaboration between the two

Serve as a neutral escalation point for clients, property management, and accounting to mediate as needed

Assist accounting and property management in preparation of budgets and forecasts

Or any similar combination of education and experience