We’re looking for a self-directed, proactive, Executive Assistant / Client Success Manager to provide detailed administrative and process management support for a driven, result-oriented and client focused financial advisor. In this role, you will be overlooking multiple key processes related to insurance and investment transactions, handling client requests, and maintaining a client database. In addition to the supporting role, you will continuously look for opporutnities to enhance client experience by seeking feedbacks and refining our processes. You will also be responsible for updating and managing the social media and company website so our digital presence remains current. The abilities to prioritize and take initiative in this fast-paced position and environment are a must.
Key Responsibilities
- Responsible for completing insurance applications, variety of forms and providing them to clients for review and signature
- Preparing meeting materials, generating insurance quotes and illustrations
- Taking minutes during client meetings and recording them in the CRM
- Managing proper follow up system for ongoing work-flow and monitoring the underwriting process
- Initiating different types of transactions within client’s investment accounts
- Managing a high volume of email and telephone correspondence with clients, insurance companies and other financial institutions on a regular basis
- Responsible for ensuring all databases are updated and maintained
- Handle client account administration, including client queries and requests
- Developing, distributing and maintaining marketing materials
- Updating company website and social media
- Maintaining mailing list in mailchimp and distribute newsletter
- Performing a variety of administrative and other duties: meeting room bookings, faxing, scanning, copying, mailing, maintaining inventory, office supplies.
- Revising and refining processes to enhance customer experiences
Talents and Experience Required
- Accuracy is extremely important in this role
- 3+ years of Administrative/Coordinator experience in financial services field
- Post-secondary degree
- Exceptional command of the English language, both verbal and written
- Ability to take initiative and work independently
- Ability to see the big picture and prioritize the work at hand
- Attention to details and take great pride in producing high quality of work
- Personable, energetic, positive and fun to work with
- Previous insurance brokerage experience and basic tax knowledge
- LLQP licensed preferred
- Video recording, blogging and social media experience (facebook/instagram) are a bonus
- Having a vehicle would be ideal as there will be occassional travels to client meetings and presentations
We thank all those who apply, however, please be advised that only those candidates selected to move forward will be contacted.
Job Types: Full-time, Permanent
Pay: From $52,000.00 per year
Benefits:
- Casual dress
- Extended health care
- Flexible schedule
- Paid time off
- Tuition reimbursement
Flexible language requirement:
Schedule:
Experience:
- administrative: 2 years (preferred)
- insurance and wealth management: 2 years (preferred)
Work Location: Hybrid remote in Mississauga, ON
Expected start date: 2024-10-14
