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Administrative Assistant/receptionist

3 weeks ago

Belleville, Canada Leading Advisor Inc. Full time

**Administrative Assistant / Receptionist - Home & Auto Insurance Specialist - Pathway to Office Manager**

**(Belleville Office)**

**Are you ready to join a high-performing, client-first insurance and financial services agency where excellence is the standard — not the exception?**

We are currently seeking an **Administrative Assistant / Receptionist** with the ambition to grow into a **Home & Auto Insurance Specialist** and ultimately an **Office Manager**. This opportunity is ideal for someone who is professional, positive, steady, and detail-oriented, with a passion for client service and a desire for long-term career growth.

You’ll start by delivering outstanding front-line client service and supporting administrative tasks, while training to become licensed in Home & Auto Insurance. Over time, you’ll take on increased responsibility in office management, team coordination, and leadership support.

**Who We Are**

We are a **client-focused, family-oriented agency** dedicated to providing outstanding insurance and financial services. Our philosophy is simple: treat every client as if they were our only client. That means listening carefully, offering personalized solutions, and delivering service that exceeds expectations at every touchpoint.

We believe that success comes from a balance of **professional excellence and authentic care**. As a high-performing team, we pride ourselves on being approachable, adaptable, and solution-driven. Our culture is built on **positivity, collaboration, and trust** — both with our clients and within our team.

Our reputation in the community is built on consistency, integrity, and professionalism. Clients value us not only for our expertise, but also for the way we make them feel supported and respected. Joining our team means becoming part of a workplace where **client-first service, strong values, and long-term relationships** are at the heart of everything we do.

**About You**
- You are welcoming, professional, and take pride in making an excellent first impression.
- You are **steady, reliable, and detail-oriented** — the type of person who can be counted on to get things right.
- You enjoy serving others, building trust, and delivering outstanding client care.
- You are organized, structured, and comfortable following established processes and procedures.
- You bring a **positive, solutions-focused mindset** to everything you do.
- You thrive in a **team-oriented environment** where collaboration and accountability matter.
- You are looking for a **career pathway** that blends administrative expertise, insurance licensing, and operational leadership.

**Key Responsibilities**

**Phase 1: Administrative Assistant / Receptionist (0-12 Months)**
- Manage reception duties, appointment scheduling, and client intake.
- Oversee mail distribution, filing, scanning, and office supplies.
- Process daily billing batches, deposits, and general office paperwork.

**Phase 2: Home & Auto Specialist (12-24 Months)**
- Complete **OTL licensing** for Home & Auto Insurance (training support provided).
- Service client requests for policy changes, renewals, and updates.
- Backfill for Home & Auto team members as needed.

**Phase 3: Office Manager (24+ Months)**
- Oversee office operations, including vacation scheduling, staffing coordination, and supply management.
- Organize and coordinate **agency events**, including client appreciation functions, trade shows, and team-building activities.
- Support payroll and financial recordkeeping processes as assigned.
- Implement process improvements to increase efficiency.
- Act as a liaison between staff and leadership, ensuring clear communication and accountability.

**Qualifications**
- 2-3 years of administrative, receptionist, or client service experience (insurance experience an asset).
- Strong organizational skills and attention to detail.
- Professional phone manner and excellent written/verbal communication.
- Proficiency with Microsoft Office (Excel, Word, Outlook, PowerPoint); Salesforce/CRM experience an asset.
- Ability to adapt quickly, multitask effectively, and maintain a positive outlook.
- Must pass background and credit check requirements.

**Compensation & Benefits**
- Salary range**:$40,000 - $45,000**, commensurate with experience.
- Comprehensive benefits package.
- Annual performance-based bonus.
- OTL licensing support and professional development opportunities.
- A structured career advancement pathway toward an **Office Manager** role.

**How to Apply**

If you are excited about the opportunity to start in an administrative role and grow into a leadership pathway with Home & Auto Insurance and Office Manager responsibilities, we would love to hear from you.

Submit your **resume and cover letter** outlining your administrative experience, commitment to professional growth, and why you are the right fit for our team.

**About Leading Advisor Inc.**

This hiring process is managed by **Leading Advisor Inc.**,