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Advisor Assistant
Zavitz Insurance & Wealth Inc. 439 Dundas St, London, ON, Canada
Zavitz Insurance & Wealth Inc. is an award-winning organization recognized for our customer service excellence and community involvement. Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term well-being of clients and their families. Zavitz Insurance & Wealth’s commitment is to always act in the client’s best interest; to ensure a fair, ethical and caring practice, and lead the industry with the highest service standards, professionalism and compliance. We are searching to add an Advisor Assistant to join the team who is responsible for supporting our President and Managing Advisor. The successful candidate will manage a variety of functions relating to client meetings, appointment preparation, client service, calendars and follow-ups, insurance applications, report preparation, product updates, and underwriting issues. This is an exciting, multi-faceted role that will allow professional development and growth in...
Feb 22, 2021
Zavitz Insurance & Wealth Inc. is an award-winning organization recognized for our customer service excellence and community involvement. Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term well-being of clients and their families. Zavitz Insurance & Wealth’s commitment is to always act in the client’s best interest; to ensure a fair, ethical and caring practice, and lead the industry with the highest service standards, professionalism and compliance. We are searching to add an Advisor Assistant to join the team who is responsible for supporting our President and Managing Advisor. The successful candidate will manage a variety of functions relating to client meetings, appointment preparation, client service, calendars and follow-ups, insurance applications, report preparation, product updates, and underwriting issues. This is an exciting, multi-faceted role that will allow professional development and growth in...
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