Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
NI
Hybrid Persönliche Assistenz – e-Kommunikation, Finanzplanung, Angebote
Posted last month
About the role
- Personal Assistant managing e-communication and financial planning for insurance comparison. Sorting email, creating offers and maintaining CRM activities in a remote, hybrid setting.
Responsibilities
- E-Mail Posteingang sortieren, beantworten und archivieren
- Angebotserstellung (echt einfach, nur Fleiß und Genauigkeit benötigt)
- Finanzplanung (Copy + Paste: Wie ein Computerspiel, nur ohne Bilder...)
- Zahlen in ein Google Excel eintragen
- Termine vereinbaren
- Aktivitäten im CRM überwachen
- Optional: Texte fabrizieren, auf der Webseite einfügen und partizipierst durch einen garantierten Affiliate-Link dein Leben lang mit.
Requirements
- IHK Ausbildung zur Versicherungs- und Finanzkauffrau / mann ODER (für Quereinsteiger) Zu verstehen, dass man sich mit Versicherungen und Finanzen auseinandersetzen muss.
- Die wichtigsten Absicherungsformen kennst.
- Krankenkasse, Private Haftpflicht, Berufsunfähigkeit.
- Interesse an Hausrat, Auto / Motorrad, Wohngebäude, Unfall, Girokonto, Tagesgeldkonto.
- Du solltest lernbereit sein.
Benefits
- Eine Lernkurve in den Punkten Finanzen, Steuern, Vermögen und Absicherungen, die Dir dein Leben lang helfen werden.
- 100% remote
- Du kannst um die Welt reisen und bekommst Money.
- Du kannst PartnerIn werden.
- Du kannst ausgebildet werden.
- Du kannst auch einfach Affiliate bleiben und nebenberuflich Money schöffeln.
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