Administrative Assistant - Life Insurance Advisor Support

LIFE INSURANCE ADMINISTRATIVE ASSISTANT

Job Description

Looking for an individual to join our Dynamic Team in our Orleans office in the capacity of a Life Insurance product Administrative Assistant to help support our Life sales advisors with day to day client interactions and requests. A Life Sales Advisor's Administrative Assistant provides key support by managing schedules, handling client communications (calls, emails), preparing documents (applications, file closing documents), processing paperwork, maintaining client records in a database (CRM), coordinating marketing, and ensuring smooth daily operations for the advisor, all while maintaining confidentiality and up-to-date product knowledge. Key duties include scheduling, client support, paperwork processing, marketing coordination, and ensuring compliance. We are one of the largest Insurance offices in the Ottawa area and we’re looking for the right individual to join o...