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Front Desk

2 weeks ago

Richmond BC VX A, Canada AlphaPrime Financial Services Inc. Full time

Front Desk & Administrative Assistant

We are seeking a professional, detail-oriented Front Desk & Administrative Assistant to join our Insurance Managing General Agency. The successful candidate will serve as the first point of contact for clients, advisors, and business partners, demonstrating professionalism, discretion, and strong organizational skills in a regulated financial services environment.

Key Responsibilities

  • Welcome clients, advisors, and visitors professionally and courteously, ensuring a positive first point of contact
  • Manage multi-line telephone systems and email inquiries, directing communications accurately and efficiently
  • Perform precise data entry and administrative support using Microsoft Office, Google Workspace, and MGA systems
  • Assist with scheduling, meeting coordination, and calendar management for management, advisors, or internal teams
  • Maintain electronic and physical filing systems in accordance with internal policies and regulatory requirements, including confidentiality and record retention standards
  • Support administrative tasks such as document preparation, proofreading, correspondence handling, and office supply management
  • Provide client and advisor support by responding to routine inquiries and escalating matters as appropriate
  • Adhere to company policies, privacy requirements, and compliance standards applicable to the insurance and financial services industry

Qualifications & Experience

  • Previous clerical or administrative experience preferred, ideally within insurance, financial services, or other regulated professional environments
  • Proficiency in Microsoft Office (Word, Excel) and Google Workspace (Docs, Sheets); experience with MGA or CRM systems is an asset
  • Strong organizational skills with a high level of accuracy and attention to detail
  • Ability to manage multiple tasks in a fast-paced office environment while maintaining professionalism
  • Prior customer service or front-desk experience is highly desirable
  • High level of discretion and understanding of confidentiality requirements

Ideal Candidate Profile

This role is ideal for individuals who are proactive, dependable, and detail-oriented, with strong communication skills and an interest in building a long-term career within the insurance and financial services industry.

Job Types: Full-time, Permanent

Pay: $20.00-$24.00 per hour

Expected hours: 40 per week

Benefits:

  • Company events
  • Dental care
  • Extended health care
  • On-site parking
  • Vision care

Work Location: In person