ABOUT THE COMPANY:

Our organization is a leader in providing innovative and comprehensive insurance solutions. We pride ourselves on delivering personalized service, tailored products, and unmatched client support. Our dedicated team of professionals is committed to understanding and addressing the unique needs of each client, ensuring that they receive the best possible solution. More than just our expertise, our strength lies in the relationships we build—with insurance providers, tax and succession planners, and our clients' existing advisors.

JOB SUMMARY:

We are in search of a dynamic and client-centric Administrative Assistant to join our team. As a key member, your role will involve managing client relationships, coordinating office operations, and supporting new business processes. You will handle various administrative tasks, from managing client files to scheduling meetings and ensuring smooth client communication.

We are looking for a bilingual individual (written and spoken) who excels in building and implementing systems, is detail-oriented, and thrives in a collaborative environment. If you are driven by innovation and possess outstanding organizational skills, we invite you to apply.

KEY RESPONSIBILITIES:

• Client and Office Management:
• Handle incoming and outgoing calls, mail, and couriers.
• Prepare and maintain boardrooms, including meeting setup.
• Manage office supplies and general office organization.
• New Business Support:
• Assist in completing insurance forms, managing the underwriting process, and ordering medicals.
• Ensure seamless handling of client applications and onboarding.
• Client Service and Communication:
• Manage client servicing for in-force business, handling communication and policy updates.
• Prepare and submit change forms to insurance carriers, follow up on premiums, and update client insurance listings.
• Coordinate mass mailings for events, holidays, and charity drives.
• Send monthly birthday cards to clients and associates.
• Team Support:
• Schedule and confirm meetings, ensuring all follow-up tasks are completed.
• Maintain accurate contact lists and client files.
• Serve as a backup for other members of the operations team when required.

QUALIFICATIONS:

• 2-5 years of administrative experience, preferably in the insurance industry.
• Strong organizational and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Fully bilingual (written and spoken).

PREFERRED QUALIFICATIONS:

• Bachelor’s degree or college diploma.
• LLQP (Life License Qualification Program) an asset.
• Experience in the Insurance industry.

BENEFITS:

• Competitive salary
• Health and wellness benefits.
• Paid vacation.
• Professional development opportunities.