Administrative Assistant

**Administrative Assistant / Receptionist (Fully Bilingual) / Auto and Home Insurance Specialist**

**Growth Path to Office Manager - Ottawa Office**

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

We are currently seeking a **fully bilingual Administrative Assistant / Receptionist** with the drive to grow into a leadership role as an Office Manager. This opportunity is ideal for someone who combines **professionalism, poise, and true fluency in both English and French (written and spoken)** with a passion for client service and organizational excellence.

You’ll start by delivering outstanding front-line client service and supporting administrative tasks, while training to become an Auto and Home Insurance Specialist. With strong performance, you’ll take on increasing leadership responsibilities within the office.

**Who We Are**

We are a **top-ranked, award-winning Ottawa-based agency**, known for delivering extraordinary client service across commercial insurance, group benefits, property & casualty, life insurance, and wealth management.

We take pride in our **brand**, our reputation, and the professionalism of every member of our team — from how we communicate to how we present ourselves.

About Leading Advisor Inc.

**About You**
- You are welcoming, professional, and take pride in creating an exceptional first impression for clients.
- You are highly organized, efficient, and able to manage multiple administrative and client service tasks.
- You are excited to expand your skills into Auto and Home Insurance operations (not sales) and are committed to obtaining your Other Than Life (OTL) license within your first 90 days (full support provided).
- You have strong time management, critical thinking, and problem-solving abilities.
- You are motivated to grow into a leadership role and thrive in a dynamic, team-oriented environment.
- You are looking for a long-term career path that blends administrative expertise with operational leadership.

**Key Responsibilities**

**Phase 1: Administrative Assistant / Receptionist Duties (Start Immediately)**
- Manage front desk responsibilities, including answering calls, directing inquiries, and handling mail and courier services.
- Oversee appointment scheduling, client file organization, and basic administrative support.
- Provide internal administrative support to leadership and the insurance team.

**Phase 2: Auto and Home Insurance Licensing (Within 3 Months)**
- Study for and successfully pass the Other Than Life (OTL) licensing exam (training support provided).
- Begin assisting the licensed insurance team with Auto and Home Insurance administrative servicing.
- Support policy servicing, renewals, client updates, and internal system documentation related to Auto and Home Insurance.

**Phase 3: Growth to Office Manager**
- Over time, take on greater responsibility in managing office operations, supporting team workflows, and coordinating internal communications.
- Assist leadership with managing office systems, team scheduling, and special projects.
- Serve as a key leader ensuring smooth daily office operations and excellent client service delivery.

**What You Absolutely Must Bring**
- **True Bilingual Fluency - English & French**

This position requires _true bilingual fluency_ — **spoken and written**.
You must be able to:

- Confidently engage in client conversations, without relying on translation tools or switching back and forth between languages.
- Translate ideas clearly, accurately, and naturally from one language to the other.
- **Professional Presentation**

You take pride in your **attire, demeanor, and communication style** — whether in person or online — and understand that every client interaction reflects our brand.
- **Commitment to Growth**

You're excited about a **long-term path**, eager to earn your OTL license within 90 days (with support), and ready to take on increasing responsibility as a leader.

**Qualifications**
- Fully bilingual (French and English) — both written and spoken.
- 3-5 years of administrative, receptionist, or client service experience preferred.
- Insurance industry exposure an asset, but not mandatory.
- Proficiency with Microsoft Outlook, Word, Excel; CRM experience (Salesforce) is a plus (training provided).
- **Committed to obtaining the OTL license within the first three months of employment.**:

- Excellent organizational skills, attention to detail, and ability to balance multiple priorities.
- Able to work full-time on-site at our Ottawa office.

**Compensation and Benefits**
- Competitive salary of **$60,000-$65,000** plus benefits, commensurate with qualifications and experience
- Annual **bonus and RRSP contribution** potential based on individual and team performance
- OTL **licensing support** and ongoing professional development opportunities
- A structured **career advancement path** toward an