Administrative Assistant
1 day ago
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 our team. Bilingual is a MUST (English and French Spoken) Great opportunity to join a great team Key Responsibilities: • Client Service & Communication: ◦ Manage some calls & emails, and respond to client inquiries professionally. ◦ Handle general client requests, policy changes and terminations. ◦ Handle client billing and missed payments by arranging payment ◦ Support client retention and satisfaction. • Administrative & Sales: ◦ Schedule appointments and manage advisor calendars. ◦ Prepare and process client-related documents (applications, account updates). ◦ Maintain organized digital and physical client files and databases (CRM). ◦ Process paperwork for opening/closing accounts and recording transactions. ◦ Sit through Advisor’s Sales presentations and collect key notes based on meeting conversations ◦ Follow the application process through underwriting and manage pending business and underwriting requests (Coordinate with clients and/or underwriting) ◦ Finalize files once completed by gathering signatures and filing electronically • Marketing & Sales Support: ◦ Help generate leads with client calls for exiting policy review booking. • • Product & Industry Knowledge: ◦ Stay informed on relevant life insurance products and industry regulations. Essential Skills & Qualifications • Strong organizational and time management skills. • Excellent communication (written/verbal) and interpersonal skills. • Proficiency in office software (Microsoft Office) and CRM systems. • Ability to work in a fast-paced, deadline-driven environment. • Discretion and ability to handle confidential information. • Knowledge of financial/life insurance products is often required or preferred. • MUST BE BILINGUAL (ENGLISH AND FRENCH) Location / Hours / Compensation • JOB IS ON LOCATION & NOT REMOTE. Location is from our new location at 260 Centrum Boulevard in Orleans ON. • Full Time Position (Not a Contract Position) Monday - Thursday 10:00 am to 3:00 pm & Friday 10:00 am - 1:00 pm • MUST HAVE LLQP LIFE LICENSE THAT IS ACTIVE • $40,000 to $45,000 Annual Salary (Based on Experience) and Full Benefits.
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Administrative Assistant
3 days ago
Ottawa, Canada Upper Room Home Furnishings Full timeUpper Room Home Furnishings is one of the top Ottawa furniture stores in the National capital region. We are a dynamic company with endless career opportunities, quickly expanding, and ready to grow our team!_ We are looking for a responsible full time permanent Administrative Assistant to perform a variety of administrative and clerical tasks. Duties of...
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Administrative Assistant
2 weeks ago
Ottawa, Canada Borden Ladner Gervais LLP Full timeWe are BLG: Canada’s Law Firm. Our culture is one of vigilance and curiosity, Firm-wide collaboration, unfailing mutual respect and dedication. We pride ourselves on having standout talent and delivering an exceptional client experience. We are a future-minded Firm delivering high-value advice and known for our unwavering commitment to innovation,...
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Administrative Assistant
20 hours ago
Ottawa, Canada Aversan Full time**Administrative Assistant** **Location**:Ottawa, ON **Schedule**: Onsite Note - NATO SECRET Clearance required **Description** The Administrative Assistant will be responsible for providing a wide range of administrative services to assist Program Manager(s) and project team in day-to-day running of programs and provide reception coverage, greeting...
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Administrative Assistant
1 week ago
Ottawa, Canada Horizons Behaviour Consulting Full timeAdministrative Assistant at Horizons Behaviour Consulting Do you have a passion for helping children and families with special needs? Are you organized and want to be part of an environment that supports a culture of TRANSPARENCY, HONESTY, AUTONOMY, INCLUSION, TEAMWORK, AND OPPORTUNITIES FOR GROWTH. If so, you might be the perfect fit for our...
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Administrative Assistant
1 week ago
Ottawa, Canada Branton Construction Group Full time**About us** We are professional, agile and professional. Must have strong Excel Skills Administrative Assistant **Duties**: - Provide front desk support, including greeting visitors, answering phone calls, and directing inquiries to the appropriate department - Perform data entry tasks, ensuring accuracy and completeness of information - Assist with...
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Administrative Assistant
6 days ago
Ottawa, Canada Ibiska Telecom Full time**Administrative Assistant / Receptionist** IBISKA has an open position for an Administrative Assistant / Receptionist to work as part of our Finance and Administration team. IBISKA's business environment is service oriented, collaborative, team focused and fast paced with opportunity for learning and career growth. We are looking for a dynamic and...
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Administrative Assistant
6 days ago
Ottawa, Canada Borden Ladner Gervais LLP Full timeWe are BLG: Canada’s Law Firm. Our culture is one of vigilance and curiosity, Firm-wide collaboration, unfailing mutual respect and dedication. We pride ourselves on having standout talent and delivering an exceptional client experience. We are a future-minded Firm delivering high-value advice and known for our unwavering commitment to innovation,...
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Administrative Assistant
2 weeks ago
ottawa, Canada StafinGo Full timeIntermediate Administrative Assistant (Onsite – Ottawa, ON)Full-Time Contract | 48 Weeks | Government EnvironmentStafingo is currently hiring an Intermediate Administrative Assistant for a professional federal government client in Ottawa. This is a full-time, onsite contract role supporting a senior leadership team during a period of organizational...
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Administrative Assistant
2 weeks ago
Ottawa, Canada StafinGo Full timeIntermediate Administrative Assistant (Onsite – Ottawa, ON)Full-Time Contract | 48 Weeks | Government EnvironmentStafingo is currently hiring an Intermediate Administrative Assistant for a professional federal government client in Ottawa. This is a full-time, onsite contract role supporting a senior leadership team during a period of organizational...
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Administrative Assistant
1 week ago
Ottawa, Canada Excellence French Learning Full timeOffer administrative support as needed, including (but not limited to) managing calendars, scheduling meetings, answering phones and taking detailed messages. - Maintain all sales databases (leads, sales funnel, etc.) - Update our Customer Relationship Manager (CRM) tool with sales forecast, quotes, leads. - Report when required ( excel skills needed!) - Be...
