Administrative Assistant

3 weeks ago

Burlington ON, Canada The Vantage Talent Group Full time

We are seeking a highly organized, detail-oriented, and customer-focused Administrative Assistant to join the team of one of our clients in Burlington, Ontario. This individual will play a critical role in managing the coordination and processing of insurance cases, supporting their advisors, and delivering exceptional service to their high-net-worth clients. The ideal candidate is proactive, resourceful, and capable of managing multiple priorities in a fast-paced environment. This role ensures an outstanding client experience through accurate recordkeeping, efficient use of their CRM system, and high-quality administrative and operational support across all aspects of the business. Key Accountabilities (including but not limited to): Customer Relationship Management (CRM): Take ownership of the CRM system to ensure accurate and up-to-date client information. Manage automated processes within CRM. Identify new opportunities in the CRM. Insurance Operations: Document comprehensive meeting notes, perform accurate data entry, and provide necessary documentation for clients. Prepare in-force illustrations, update client information and process policy changes (e.g. beneficiary designations, change of ownership, etc.). Lead new business processing, handling underwriting and correspondence. Prepare investment summaries, proposals, and performance updates for clients. Administrative Support Update compliance documents and maintain proper documentation for all transactions. Assist advisors in preparing for client meetings by compiling relevant reports, financial summaries, and other materials. Maintain detailed logs of all client interactions and case progress. Qualifications: 3+ years of experience in the insurance and financial services industry Strong knowledge of insurance products, processes, and compliance standards Proficient in Microsoft Office (Excel, Outlook, Word, Teams) Excellent written and verbal communication skills High attention to detail and strong organizational skills Ability to handle sensitive client information with discretion Preferred Qualifications: LLQP-licensed in good standing Experience using CRM systems Experience with client onboarding Personal Attributes Professional and polished demeanor Proactive, adaptable, and solution-oriented Discreet and trustworthy, with high integrity Client-first mindset and passion for delivering excellent service Self-starter who can manage multiple tasks independently

  • Administrative Assistant

    1 week ago

    Burlington, Canada Billings Court Manor Full time

    The Administrative Assistant is responsible, as directed by the Administrator for the co-ordination of office services; liaison with departments, head office personnel, health professionals, health care facilities, with administrative services. **PERFORMANCE REQUIREMENTS** Under the direction of the Administrator, undertakes or assists with the...

  • Administrative Assistant

    1 day ago

    Burlington, Canada Thomson Gordon Group Full time

    Privately owned since its inception in 1911 and headquartered in Burlington, Ontario, Canada - Thordon is a global leader in the design, manufacture, supply and installation of pollution-free, non-metallic bearing and seal systems. The Administrative Assistant of Thordon Bearings reporting to the Human Resource Manager will provide administrative support to...

  • Administrative Assistant

    3 days ago

    Burlington, Canada Cosmaroma Inc. Full time

    **Company Information** Cosmaroma Inc. is a leader in retail/wholesale home renovation supplies. We are currently operating 10 retail outlets nationwide and expanding. - Provides administrative support to ensure efficient operation of office. - Answers phone calls, schedules meetings and supports visitors. - Carries out administrative duties such as filing,...

  • Administrative Assistant

    2 weeks ago

    Burlington, Canada Aston Gate Real Estate Inc. Brokerage Full time

    **Position**: Real Estate Administrative Assistant **Company**:Aston Gate Real Estate **Compensation**:Hourly wage plus generous commission Aston Gate Real Estate, an esteemed boutique brokerage in Toronto specializing in the buying and selling of unique properties, is seeking a Real Estate Administrative Assistant to join our dynamic team. This...

  • Administrative Assistant

    6 days ago

    Burlington, Canada Markstone Landscaping Ltd. Full time

    **Job Title: Full-Time Administrative Assistant** **Location: Burlington, ON** For over a decade, Markstone has been the local leader in professional landscaping. The secret to our success? Our people. **We’re interested in dedicated people looking for a career, not just a job. **If you have the right attitude and skills, we’re happy to train you in an...

  • Administrative Assistant

    1 week ago

    Burlington, Canada OXYDOM Full time

    **Overview** **Responsibilities** - Provide excellent customer service and support to clients and visitors at the front desk. - Answer phone calls with professionalism, demonstrating effective phone etiquette. - Manage office correspondence, including filing documents and organizing records efficiently. - Utilize Google Suite for document creation, data...

  • Administrative Assistant

    1 day ago

    Burlington, Canada Billings Court Manor Full time

    **Company Overview** Billings Court Manor is dedicated to providing exceptional care and support for our residents. Our mission is to enhance the quality of life for seniors through compassionate service and a nurturing environment. **Summary** We are seeking an Administrative Assistant to join our team at Billings Court Manor. In this role, you will...

  • Administrative Assistant

    3 days ago

    Burlington, Canada G2S Consulting Full time

    At G2S, we value the contribution of our diverse staff. We believe that a balance between career and lifestyle leads to a healthy and productive _work_ environment. Always putting our client and project commitments first, G2S offers an ideal environment to begin or continue your career in the consulting field. G2S Consulting is seeking an Administrative...

  • Administrative Assistant

    2 weeks ago

    Burlington, Canada Medaca Full time

    Overview: **Medaca** is looking for an **Administrative Assistant** to join our team! The **schedule** for this role is **Monday to Friday 8:00am-4:00pm or 8:30am-4:30pm.** **Responsibilities**: **ESSENTIAL DUTIES AND RESPONSIBILITIES**TO** PERFORM THIS JOB SUCCESSFULLY INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING**: - Manage incoming referrals using...

  • Administrative Assistant

    1 week ago

    Burlington, Canada Mindful Wealth Management Full time

    **Company Overview** Mindful Wealth Management | Manulife Wealth, based in Burlington Ontario, Canada, is dedicated to empowering and educating our clients to assist them in achieving their financial goals. We’re seeking an **Administrative Assistant** to support our clients on their financial journey. This role will be ideal for someone who is...