Executive Assistant - Financial Services Expertise (ZR_18114_JOB)

This is a remote position.

Schedule:

• 40 hours per week
  
• Monday to Friday, 9AM to 5PM Toronto Canada (9:00 PM to 5:00 AM PHT)
  
• Includes 30 minutes paid break
  

Join a thriving Canadian life insurance business at the forefront of financial protection. This dynamic company specializes in tailoring insurance solutions to meet diverse client needs. With a focus on growth and client satisfaction, the firm leverages cutting-edge technology and industry expertise to deliver exceptional service.

Dive into the fast-paced world of life insurance as an Executive Assistant. You’ll be the backbone of daily operations, managing crucial client relationships and streamlining business processes. This role offers a unique opportunity to gain invaluable experience in the financial services sector, working directly with the business owner to drive success. You’ll handle a diverse range of tasks, from CRM management to presentation preparation, all while developing a deep understanding of the life insurance industry.

• Manage and update client information in the Pipedrive CRM system
  
• Log into insurance company portals to check status updates and manage information
  
• Schedule appointments and follow up with clients and referral partners
  
• Prepare and modify PowerPoint presentations using existing templates
  
• Transpose information accurately between different insurance company forms
  
• Manage document checklists and compile information for lender submissions
  
• Draft professional emails and cover letters based on provided templates and guidance
  
• Assist in pipeline reviews and track ongoing business activities
  
• Update and maintain financial records, including targets and year-to-date results
  
• Provide general administrative support to the business owner
  

• Minimum of 5 years supporting an Executive Director or C-level staff.
  
• Post-secondary education in administrative studies or equivalent experience.
  
• Advanced skills in MS Office (Word, Excel, PowerPoint).
  
• Strong organizational and time management skills; ability to work independently.
  
• Professional handling of sensitive and confidential information.
  
• Excellent oral, written communication, and proofreading skills.
  
• Life insurance qualifications or willingness to obtain (preferred).
  
• Experience in Human Resources, financial services, insurance, or project management (assets).
  

• HMO Coverage for eligible locations
  
• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job