Administrative Assistant

4 days ago

Markham, Ontario, Canada Open Concept Financial Group Full time

Administrative Assistant / Office Administrator

Company: Open Concept Financial Group

Location: Markham / Richmond Hill (In-office)

Compensation: $19–$24 per hour, based on experience

Hours: Approximately 35 hours per week

Employment Type: Full-time (hourly)

About Us

Open Concept Financial Group is a growing financial services firm based in the Markham/Richmond Hill area. We work with families and professionals on insurance and investment planning. Our office environment is professional, organized, and respectful, with a strong focus on teamwork and long-term relationships.

We are currently looking for a detail-oriented Administrative Assistant to support our day-to-day operations and help keep the office running smoothly.

Key Responsibilities

  • Data entry and updating client information
  • Preparing, scanning, and organizing documents (digital & physical)
  • Submitting insurance and investment paperwork
  • Following up on missing forms and documents
  • Booking meetings and basic calendar coordination
  • Handling routine administrative emails using templates
  • General office administration and filing
  • Occasional support for firm events (may include off-hours assistance)

What We're Looking For

  • Strong organizational skills and attention to detail
  • Comfortable using email, computers, and basic office software
  • Reliable, punctual, and able to follow processes
  • Able to handle repetitive tasks accurately
  • Prior administrative or office experience is an asset, but not required
  • Ability to speak Cantonese and/or Mandarin is a bonus
  • Finance or insurance experience is a bonus, but not required

What We Offer

  • Stable, long-term position
  • Supportive and professional work environment
  • Clear responsibilities and structured workflow
  • Health and dental insurance benefits
  • Opportunity to grow with the firm over time
  • Opportunity to work directly with a MDRT Top of the Table advisor and gain exposure to a high-performing financial services practice

Job Types: Full-time, Permanent

Pay: $19.00-$24.00 per hour

Expected hours: 35 per week

Benefits:

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

Work Location: Hybrid remote in Markham, ON

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