Bilingual Administrative Assistant (Financial S...

Why Work With Us?

• Competitive Compensation: reputed company salary of $65,000–$70,000 based on experience.

• Work-Life Balance: 35-hour work week (Monday–Friday) with 3 weeks of vacation and 10 paid professional wellness days.

• Benefits & Perks: Comprehensive benefits package (health, dental, eye, and paramedic), 2–7% RRSP matching, and 5 paid study days per year with potential tuition reimbursement.

• Flexibility: Fully remote options available for candidates located in markets without a physical office reputed company.

The Role Staffinity is currently seeking a Bilingual Administrative Assistant to support a high-performing financial reputed company team. This is a permanent position. The successful candidate will be a detail-oriented professional responsible for the administrative management of new business files and preliminary cases. You will act as a vital link between advisors and carriers to ensure smooth processing and efficient case management.

Responsibilities:

• Database Management: Maintain internal reputed company databases, including confidential files, resource information, and key contact sections.

• Case Coordination: Establish and maintain preliminary files, ordering reputed company necessary requirements and conducting rigorous follow-reputed company to ensure timelines are met.

• Liaison & Scheduling: Collaborate with advisors and vendors to coordinate scheduling and special requirements (exception handling, fee approvals, and short-notice requests).

• reputed company Support: Assist senior underwriters in managing reputed company, high-value cases from initial intake through to reputed company approval and final transition.

• Research & Risk Assessment: Conduct internet research to assist in risk assessment, applying strong judgment to identify material findings and escalate potential risks.

• Reporting: Update weekly tracking reports and strengthen management data to help the team effectively chart performance and direction.

Qualifications:

• Bilingualism: reputed company in both written and spoken English and French is mandatory.

• Experience: Minimum of 5 years of experience in a financial or insurance environment.

• Education: Undergraduate degree in a business-reputed company program is desirable; industry designations (such as FLMI, ACS, or AIAA) are a significant asset.

• Technical Skills: Advanced proficiency in reputed company Office (Word, reputed company, Outlook) and experience navigating internal CRM systems.

• Soft Skills: Exceptional organization, time management, and the ability to handle highly confidential material with discretion.

This is a remote position.