Administrative Assistant - Insurance Team
West of the Fifth Financial
Are you highly organized, detail-oriented, and passionate about providing exceptional client service? We are looking for an Administrative Assistant to support our growing Insurance Team. This role is ideal for someone who thrives in a fast-paced environment, enjoys working behind the scenes to keep operations running smoothly, and takes pride in delivering a professional client experience.
About Us
West of the Fifth Financial is a successful and growing financial planning practice dedicated to helping clients protect what matters most and achieve their financial goals. We value teamwork, professionalism, integrity, and exceptional client care.
Key Responsibilities
- Prepare and process insurance applications and supporting documentation
- Follow up with insurance carriers, underwriters, and clients throughout the application process
- Monitor pending business and ensure requirements are completed promptly
- Maintain accurate client records and electronic files
- Answer incoming phone calls and client inquiries professionally
- Support advisors and team members with administrative projects and daily operations
- Assist with compliance and documentation requirements
- Track and manage outstanding tasks to ensure deadlines are met
Qualifications
- Strong organizational and time-management skills
- Exceptional attention to detail and accuracy
- Excellent verbal and written communication skills
- Proficiency with Microsoft Office (Outlook, Word, Excel)
- Ability to manage multiple priorities in a fast-paced environment
- Professional, positive, and client-focused attitude
- Ability to work independently while contributing to a collaborative team culture
What We Offer
- Competitive compensation based on experience
- Ongoing training and professional development
- Supportive team environment
- Opportunity for long-term career growth within the financial services industry
- Meaningful work helping clients protect their families, businesses, and futures
Ideal Candidate
The ideal candidate is someone who enjoys creating order from complexity, follows through on commitments, communicates clearly, and takes ownership of their work. Experience in insurance or financial services is an asset, but we are willing to train the right individual with strong administrative skills and a desire to learn.
To apply, please submit your resume and a brief cover letter outlining why you would be a great fit for our team.
Part-Time or Full-Time Opportunity Available
Location: Rocky Mountain House, Alberta
"Great client experiences start with great people behind the scenes."
