Job Description

Job Summary

We are seeking a highly organized and detail-oriented

Administrative Assistant / Insurance Assistant

to join our growing financial and insurance team. The ideal candidate will provide essential administrative and client support in a fast-paced environment, helping clients with travel insurance, RRSPs, TFSAs, and investment-related inquiries. This role requires excellent communication skills, accuracy in data handling, and the ability to manage multiple priorities efficiently.

Responsibilities

Handle client inquiries related to

travel insurance, RRSPs, TFSAs, and investment products

, providing clear information and exceptional service. Prepare and process

insurance applications and investment forms

, ensuring accuracy and compliance with company policies. Perform

data entry

tasks, maintaining up-to-date client records in CRM systems and insurance portals. Manage

email and phone communications

, scheduling client meetings and following up on outstanding documents. Assist in creating and maintaining digital and physical

filing systems

for client files, ensuring confidentiality and accessibility. Support advisors in preparing

illustrations, proposals, and policy summaries

for clients. Use

Microsoft Office Suite and Google Workspace

to prepare reports, correspondence, and spreadsheets. Collaborate with team members to streamline administrative processes and improve workflow efficiency. Provide assistance with

client onboarding, policy renewals, and after-sales service

. Maintain professionalism and accuracy when interacting with clients and financial institutions.

Experience & Qualifications

Previous administrative or insurance office experience preferred. Knowledge of

life insurance, travel insurance, RRSP, TFSA, and investment

products is an asset. Proficiency in

Microsoft Office

(Word, Excel, Outlook) and

Google Workspace

(Docs, Sheets). Strong data entry and documentation skills with attention to detail. Excellent phone etiquette and customer service abilities. Familiarity with financial or insurance CRM systems is an advantage. Ability to work independently and as part of a collaborative team.

Why Join Us

Join a purpose-driven and supportive team where your organizational and client service skills directly contribute to helping families and individuals plan for a secure financial future. We offer a positive environment, growth opportunities, and meaningful work that makes a difference.

Job Type: Full-time

Pay: $17.20-$20.00 per hour

Work Location: In person