Office Administrator
2 days ago
Company Description
At Kyle Young Financial Services, we provide a comprehensive range of financial and insurance solutions designed to protect and grow your wealth at every stage of life. Our services include life insurance, group health insurance, critical illness insurance, disability insurance, investments, and income tax preparation.
We go beyond simply offering products — our focus is on understanding your unique financial goals and delivering personalized guidance that helps you make confident, informed decisions. With our expertise, integrity, and client-first approach, you can trust that you have a reliable partner dedicated to helping you build financial security and peace of mind.
Role Description – Office Administrator
This is a full-time, on-site position located in Ancaster, ON, offered as a 6-month contract with the possibility of extension.
We are seeking a highly organized and detail-oriented Office Administrator to join our team. The ideal candidate excels at keeping operations running smoothly, managing multiple priorities, and maintaining a structured and efficient office environment. You'll support both clients and staff across our insurance, investment, and tax services, ensuring every interaction and process reflects professionalism and care.
Key Responsibilities:
- Oversee and organize daily office operations and administrative processes
- Manage scheduling, appointments, and client communications efficiently
- Maintain accurate records, files, and documentation systems
- Handle incoming calls, emails, and correspondence with professionalism
- Manage office supplies and equipment to ensure seamless operation
- Support client onboarding, data entry, and document preparation
- Provide exceptional customer service and administrative support to the team
Qualifications
- Proven ability to stay organized, manage multiple priorities, and meet deadlines
- Strong attention to detail and commitment to accuracy
- Proficiency in administrative assistance and office management
- Experience with office equipment (printers, phones, computers, etc.)
- Excellent communication and customer service skills
- Positive attitude, reliability, and a proactive approach to problem-solving
- Previous experience in insurance, investment, or financial services is an asset
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