We are seeking a highly organized, detail-oriented, and professional Administrative Assistant to join our growing financial services office. This role is ideal for someone who enjoys working with people, managing multiple priorities, and contributing to a fast-paced team environment.
Key Responsibilities
- Manage incoming and outgoing client communications via phone and email
- Follow up with insurance companies, investment companies, and financial institutions regarding client files, policy changes, transfers, and pending requests
- Monitor and respond to office emails in a professional and timely manner
- Prepare, submit, and track insurance and investment paperwork
- Maintain accurate electronic client records and ensure files are properly organized and updated
- Assist with processing applications, transfers, policy service requests, and documentation requirements
- Schedule client appointments and maintain calendars as required
- Coordinate client follow-ups and assist with ongoing service requests
- Create and update PowerPoint presentations for meetings, training sessions, team events, and recognition programs
- Design basic marketing materials, event materials, and office communications using Canva
- Assist with event planning, team recognition programs, and office projects
- Maintain a professional appearance at the front desk and uphold excellent phone etiquette
- Support management with administrative tasks and special projects as assigned
- Ensure confidentiality and professionalism when handling client information
Qualifications
- Strong organizational skills and attention to detail
- Excellent verbal and written communication skills
- Proficient with Microsoft Office (Word, Outlook, Excel, PowerPoint)
- Experience using Canva or similar design software
- Comfortable learning and using online systems and technology
- Ability to multitask and prioritize in a fast-paced environment
- Professional, positive, and team-oriented attitude
- Previous administrative, office, customer service, insurance, or financial services experience is considered an asset
What We're Looking For
- Reliable and dependable
- Strong problem-solving abilities
- Self-motivated and proactive
- Professional appearance and demeanor
- Someone who takes ownership of their work and enjoys helping clients and supporting a team
- English proficiency is required.
Punjabi language skills are considered a strong asset, as many of our clients communicate in Punjabi.
Compensation will be based on experience and qualifications.
Pay: $15.00-$20.00 per hour
Benefits:
Work Location: In person
