Key skills
Communication
About this role
Role Overview
- Answer and manage incoming calls professionally.
- Schedule appointments, manage calendars, and send timely reminders.
- Follow up with insurers, funders, and clients regarding appointments.
- Maintain client liaison lists and manage client files accurately.
- Enter, summarize, and manage data in Excel and other lists.
- Save and organize documents using LEAP software.
- Assist with document formatting and minor design tasks using Adobe applications.
- Provide general administrative support to ensure smooth operations.
Requirements
- 2–5 years of administrative or secretarial experience.
- Strong organizational, communication, and time-management skills.
- Proficiency in Microsoft Office (Excel, Word, Outlook) and Adobe software.
- Experience with LEAP or similar document management systems is a plus.
- Professional, courteous, and detail-oriented.