We are looking for an experienced administrative pro to support a busy financial advisor based in Toronto. This is a part-time, remote role for someone who loves to help people, is highly organized and has previous experience in this role.
The role
- Maintain CRM accuracy, notes, tasks, and produce simple reports
- Track underwriting requirements, follow up with carriers and clients
- Track investment transfers and required paperwork
- Prepare e-sign packages, and collect KYC documents
- Submit and track client service requests
- Book and confirm advisors calls and meetings
What you bring
- 2+ years in insurance administration, preferably life and health in Canada
- Working knowledge of major carriers and forms
- Strong written and verbal communication, client friendly and detail focused
- Tech confident with CRM tools, e-signature platforms, Microsoft 365 Office Suite and basic Excel skills
- Nice to have, LLQP or previous agency experience in Ontario
Hours and location
- Part-time 15 to 20 hours per week, weekdays with at least some overlap 10 a.m. to 2 p.m. ET
- Remote within Ontario, occasional in-person meeting optional
- You need a reliable laptop, secure internet, and a quiet place to work
Compensation and growth
- Competitive pay based on experience [$18-$25/hr with potential for monthly bonus]
- Paid training on our workflows and templates
- Growth path to more hours or a permanent role if desired
How to apply
Apply online through Indeed and include:
- Resume and a short note about why this role fits you
- One example of a process you improved in an insurance office
- Your preferred weekly hours and earliest start date
Success in this role looks like quick responses, accurate CRM records, clean handoffs to carriers, and a client experience that feels effortless.
Equal opportunity employer. If you meet most of the requirements, apply anyway. We value great learners.
Job Type: Part-time
Pay: $35,426.59-$94,534.69 per year
Expected hours: 10 – 15 per week
Benefits:
- Flexible schedule
- Work from home
Application question(s):
- 1. Which CRMs tools have you used?
2. Which carriers have you worked with?
3. Are you available 15–20 hrs/wk within 10–2 ET overlap
Work Location: Remote
