Administrative Assistant

2 months ago


Surrey, Canada Rajni Sharma Financial Services Full time

**Role Summary**

We are looking for an enthusiastic Licensed Administrative Assistant to join our team at Rajni Sharma Financial Services Ltd. Reporting directly to the Advisor, the Assistant will coordinate and deliver exceptional administrative support to the Advisor. A valued member of the team, the Assistant manages scheduling to maximize sales opportunities, welcomes visitors to the office (if applicable), and helps to create an efficient and compliant office environment.

**Responsibilities**
- In partnership with the Advisor, develop and execute on plan to meet operational and administrative goals
- Schedule appointments and manage advisor’s workflow (preparation for client meetings, events, tasks, follow up, etc.)
- Manage office tasks such as filing, Salesforce updates, generating reports, and presentations requiring the use of independent judgement and initiative
- Manage travel arrangements, prepare itineraries, plan logistics, and submit expense reports
- Support the advisor to create marketing / sales opportunities (mining client data, marketing efforts, client service proactive contact, etc.)
- Gather and compile production statistics/reports for advisor
- Support the advisor in monitoring and responding to Head Office inquiries
- Daily management of advisor social media tools

**Qualifications**
- Previous experience in life insurance industry, working as an advisor or working with an advisor as a licensed assistant or an associate
- Bachelor’s degree in Business Administration, Communications or Marketing
- Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy and reliability, in a fast paced environment
- Excellent written and verbal communication skills
- Positive and professional demeanor
- Strong relationship building and office administration skills
- Highly proficient use of Word, PowerPoint, Excel and Salesforce
- Bilingual as required (Punjabi & Hindi)

**Disclaimers**

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- Insurance industry: 3 years (preferred)
- Administrative experience: 1 year (preferred)

**Language**:

- Mandarin (preferred)

Ability to Commute:

- Surrey, BC V3X 3C2 (required)

Ability to Relocate:

- Surrey, BC V3X 3C2: Relocate before starting work (required)

Work Location: In person



  • Surrey, Canada Coast Telecom Services Full time

    We are looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support to our managers and employees, assisting in daily office needs and managing our company's general administrative activities. **Requirements**: Must be fluent in communication...


  • Surrey, Canada Tate Financial Full time

    **Position**: Administrative Assistant Monday to Friday, 9am to 2pm - Please Note - This is an in-office position and is not available for remote or hybrid work arrangements._ **Location**: South Surrey **About Us**: As an independent financial planning firm, we help clients insure, invest, and protect their future security through exceptional portfolio...


  • Surrey, Canada Western Community College Full time

    **ABOUT WESTERN COMMUNITY COLLEGE**: Western Community College is a privately held provider of post-secondary education in British Columbia, offering a Bachelor of Hospitality Management degree program and more than 56 career training diploma and certificate programs in the fields of business, accounting, healthcare, education, hospitality, information...


  • Surrey, Canada Monark Full time

    Salary: Monark Group is committed to helping great ideas live up to their fullest potential. Our diverse team delivers world-class solutions across a diverse array of emerging & established lines of business. At Monark, you will do work that matters with people that are committed to helping our vision become a reality. Projects at Monark have an impact on...


  • Surrey, Canada DIVERSEcity Community Resources Society Full time

    **Administrative Assistant - Casual**: DIVERSEcity Community Resources Society Surrey, BC We are currently recruiting for the role of Administrative Assistant to join our LINC team in Surrey, BC. This is a Casual - On Call duty. The Administrative Assistant is responsible for the LINC program which has a student body of approximately 250 students. **The...


  • Surrey, Canada Actum Health Full time

    **JOB DETAILS** **Position**:Administrative Assistant **Location**:Actum Health - South Surrey, BC **Employment Type**:Permanent, full-time **Pay**: $20-$27/hour (commensurate with experience) **ABOUT ACTUM HEALTH**: Actum Health was born from the desire to do more, to help those that have not had the recovery that was expected. We are a company that...


  • Surrey, Canada Jobify360 Full time

    Mander Bros Enterprises Ltd, located in Surrey, BC, is seeking an Administrative Assistant to join their team. This is a full-time, permanent position with a salary of $25.00 hourly, and remote work is available. **Responsibilities**: - Record and prepare minutes of meetings, seminars and conferences - Greet people and direct them to contacts or service...


  • Surrey, Canada Peak Construction Ltd. Full time

    **NOW HIRING | **ADMINISTRATIVE ASSISTANT #23-AA For 30 years, Peak Construction Group has been providing quality construction management services. As we continue to expand our work on exceptional and exciting projects throughout Canada and the USA, we are seeking driven and dynamic individuals to join the Peak team. We are currently seeking an...


  • Surrey, Canada Associa Full time

    Associa BC is seeking an Administrative Assistant to join our Surrey office. This role is full-time, permanent. The Administrative Assistant supports and assists general office activities and projects with administrative tasks and provides customer service support. Under moderate supervision, work may involve contact with homeowners and board...


  • Surrey, Canada Metis Nation British Columbia Full time

    **Métis Nation British Columbia**: **Administrative Assistant**: **#23-083** **Ministry of Children and Families** **Position**: Temporary Full-Time (37.5 hours per week) until March 31, 2024 (with the possibility of extension) **Location**: Hybrid/Provincial office - Station Tower (13401 - 108th Avenue, Surrey) **Closes**: July 12,...


  • Surrey, Canada Sure Cold Refrigerated Storage Full time

    Administrative Assistant Employer: SureCold Refrigerated Storage Employer address: Unit 102, 5355 152 St., Surrey, BC V3S 5A5 Position name: Administrative Assistant Location of work: Unit 102, 5355 152 St., Surrey, BC V3S 5A5 Nature of position: Permanent, full-time (35 hours per week) Wage: $24.65 per hour Vacation: 4% in lieu of paid vacation...


  • Surrey, Canada YBC Full time

    **Position Title**:Administrative Assistant, YCafe Training Program **Location**: Tong Louie YMCA **Terms**: Term, Full-Time **Shift**: 17.5 hours per week **Start Date**: As soon as possible **End Date**: February 28, 2025, possibility of extension contingent on funding **Salary**: $25,000 per year **Reports To**: Supervisor, YBEAT **Nature and...


  • Surrey, Canada DMCL CPA LLP Full time

    **About the role**: Our administration team is made up of office managers, receptionists, executive and administrative assistants who work diligently to support our people and keep our offices running smoothly. Whether in-person or on the phone, our clients can count on this team to connect them with the people and resources they need to achieve and exceed...


  • Surrey, Canada Allteck Limited Partnership Full time

    Allteck Limited Partnership is an electrical utility contracting company, with decades of engineering, construction and project management experience in Utility, Oil and Gas, Forestry, and Transportation sectors. We have regional offices spanning Western Canada with a workforce of 350 professionals and tradespeople strong. Allteck is leader in its field,...


  • Surrey, Canada Allteck Limited Partnership Full time

    Allteck Limited Partnership is an electrical utility contracting company, with decades of engineering, construction and project management experience in Utility, Oil and Gas, Forestry, and Transportation sectors. We have regional offices spanning Western Canada with a workforce of 350 professionals and tradespeople strong. Allteck is leader in its field,...


  • Surrey, Canada Peak Construction Ltd. Full time

    **NOW HIRING | **ADMINISTRATIVE/MARKETING ASSISTANT #23-AA For over 30 years, Peak Construction Group has been providing quality construction management services. As we continue to expand our work on exceptional and exciting projects throughout Canada and the USA, we are seeking driven and dynamic individuals to join the Peak team. We are currently seeking...


  • Surrey, Canada Peak Construction Ltd. Full time

    **NOW HIRING | **ADMINISTRATIVE/MARKETING ASSISTANT #23-AA For over 30 years, Peak Construction Group has been providing quality construction management services. As we continue to expand our work on exceptional and exciting projects throughout Canada and the USA, we are seeking driven and dynamic individuals to join the Peak team. We are currently seeking...


  • Surrey, Canada Peak Construction Ltd. Full time

    **NOW HIRING | **ADMINISTRATIVE/MARKETING ASSISTANT #23-AA For over 30 years, Peak Construction Group has been providing quality construction management services. As we continue to expand our work on exceptional and exciting projects throughout Canada and the USA, we are seeking driven and dynamic individuals to join the Peak team. We are currently seeking...


  • Surrey, Canada Can-X Immigration & Consulting Inc. Full time

    Can X Immigration and Consulting Inc. is a Canadian based consulting firm. We provide professional immigration and consulting services to clients from around the world. Can X has etched its own elite niche by providing the immigration & consulting services that have made a positive impact on many lives. **Administrative Assistant Position**: The...


  • Surrey, Canada Can-X Immigration & Consulting Inc. Full time

    Can X Immigration and Consulting Inc. is a Canadian based consulting firm. We provide professional immigration and consulting services to clients from around the world. Can X has etched its own elite niche by providing the immigration & consulting services that have made a positive impact on many lives. **Administrative Assistant Position**: The...