Job Description

CF Canada Financial group was founded in 2000 and has grown to become a leading Managing General Agency. We serve advisors across Canada with offices from BC to Ontario. We have been growing exponentially and are looking for a qualified candidate to join our team in our Surrey Office.

Job Duties:

Establish and organize client files; maintain filing system for clients and advisors; Monitor calendars, schedule meetings and boardroom bookings; Document preparation, data entry, and filing client files / information into file database and Virtgate - our Customer Relationship Management (CRM) System Produce E&O and licences reports and follow up with advisors for renewals and updates. Liaise with insurance companies to confirm and follow up the pending cases; Attend training and seminars to update job knowledge; Assist in event planning or organization; Answer incoming calls; Provide after sales support to advisors; Organize and allocating all incoming and outgoing correspondences including couriers, mails, faxes and emails; Responsible for general office maintenance and housekeeping; Maintenance the inventory of office and pantry supplies; Participate in other ad hoc office duties / company events as required.
Skills and Qualifications:

Excellent interpersonal skills and verbal communication skills. Fluent in written and oral English. Good organization and time management skills. Problem-solving abilities. Willing to learn and accept challenges. Able to work independently and a good team player; Strong attention to detail and work effectively under pressure in a fast-paced environment; Excellent computer literacy, including MS Office Tools. Experienced in administrative support, experience in the finance or insurance industry considered an asset Punjabi and/or Hindi language skills are considered an asset
Job Type: Full-time

Pay: $37,000.00-$38,000.00 per year

Benefits:

Dental care Extended health care Paid time off
Work Location: In person