Bilingual Branch Office Administrator

Branch Office Administrator

The role is currently 100% remote while we build a physical Montreal office. Once the office is finished, the role will be expected to be in the office 2-3 days a week. The specific location of the new Montreal office has not been decided.

Summary:
**Responsibilities**:
**Sales Support**
- Provide a communication link between the Mississauga office and the Regional office.
- Provide assistance to regional leaders to assist in the development of their sales teams: travel arrangements, organizing weekly meetings and producing sales reports as required by leaders
- Maintain senior sales leader agenda and calendar, set appointments as needed, manage schedules and meetings
- Supports and collaborates in the creation of the annual calendar
- Provide first line resource for all contracted agents.
- Communication link between Head office and agents with regards to marketing events and campaigns
- Participate and plan events for the regional office as instructed by the regional leaders.

**Recruiting**
- Assist the leader with the recruiting process including the management of the recruiting and selection forms.
- Manage materials need for sales events such as job fairs and institutional events

**Administration**
- Manage Branch office inventory
- Manage office expenses
- Manage office phones including transferring and conferencing calls
- Maintain client information on CRM in a timely manner
- Manage disbursement of leads to licensed agents based on the Network Specialization Guidelines
- Provide customer service to clients by telephone or in person
- Filing and information distribution to agents
- Receipt, review and scrubbing of all submitted business by agents in order to determine accuracy before sending to Head Office
- Participate in training committees as established by the Director, Compliance and Branch office administration
- Implement new procedures for both contracted agents and leaders as necessary.
- Branch office mail and courier management

**Compliance**
- First level complaint handling based on company complaint guidelines
- Ensure the completion of the monthly Compliance Reports as outlined in the Supervision Guide
- Prepare documentation for branch and agents annual audits
- Assist agents with the completion of the action plan resulting from the audit

**Competencies**
- Strong communication (oral and written) in both English and French
- Excellent customer service
- Intermediate to advanced computer skills including Microsoft Office (Word, Excel, Powerpoint)
- Ability to multitask proficiently in a fast paced, performance driven sales environment
- Attention to detail, strong planning and organizing skills
- Analytical thinker with proven problem solving skills
- Ability to adapt quickly and comfortable to change
- Professional telephone etiquette
- Ability to work independently but also as part of a dynamic sales organization
- Demonstrates a positive attitude and a desire to succeed.

**Requirements**:

- Proficiency in MS Office (Excel and Outlook in particular)
- Excellent time management skills and ability to multi-task and prioritize work
- Post-secondary school diploma in related field
- Willing to consider High school diploma with relevant experience or qualification as an Administrative Assistant.
- Excellent customer service skills.
- Proficient in the use of social media platforms

**Job Types**: Full-time, Permanent

**Benefits**:

- Casual dress
- Commuter benefits
- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Employee stock purchase plan
- Extended health care
- Life insurance
- On-site gym
- Paid time off
- Profit sharing
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program
- Work from home

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday
- No weekends

Ability to commute/relocate:

- Montréal, QC: reliably commute or plan to relocate before starting work (required)

**Language**:

- French (required)

Work Location: One location