Office Administrator

About the role

Keep a busy financial firm running smoothly. You make sure clients are welcomed, files are complete and advisors have what they need to do their best work.

You handle the day-to-day running of the office: scheduling, client records, application paperwork and follow-ups with our insurance and investment partners. Accuracy and privacy matter here, because you work with confidential client information every day.

This is a salaried, full-time position.

What you will do

• Greet clients and answer calls and emails with care
• Manage calendars and book client meetings for advisors
• Prepare, check and track insurance and investment applications
• Keep client records accurate, complete and secure
• Follow up with partner companies on files that are still open
• Support new advisors as they start, and keep office systems and supplies in order

Requirements and qualifications

• At least 1 year of office administration or client service experience
• A high school diploma or equivalent
• Clear written and spoken English
• Willing to sign a confidentiality agreement
• The legal right to work in Canada
  
• An LLQP license, or in process of getting one

What you bring

• Strong organization and attention to detail
• Confidence with email, calendars, spreadsheets and online tools
• Care with confidential information
• A calm, friendly manner with clients

Good to have

• Experience in insurance, banking or financial services
• A second language (preferably Farsi)

Pay

$41,000 to $50,000 a year

How we hire

You apply here in about 5 minutes. A member of our team reviews your application, and if it fits, invites you to one interview of about 45 minutes. You can follow every step in your profile.