Overview
Administrative Assistant Jobs in Toronto, Ontario, Canada at The Vantage Talent Group
Title: Administrative Assistant
Company: The Vantage Talent Group
Location: Toronto, Ontario, Canada
One of our clients is seeking a highly organized, detail-oriented, and customer-focused Administrative Assistant to join their team. This individual will play a critical role in managing the coordination and processing of insurance cases, supporting our advisors, and delivering exceptional service to their high-net-worth clients. The ideal candidate is proactive, resourceful, and capable of managing multiple priorities in a fast-paced environment. This role ensures an outstanding client experience through accurate recordkeeping, efficient use of their CRM system, and high-quality administrative and operational support across all aspects of the business.
Key Accountabilities (including but not limited to):
Customer Relationship Management (CRM):
Take ownership of the CRM system to ensure accurate and up-to-date client information.
Manage automated processes within CRM.
Identify new opportunities in the CRM.
Insurance Operations:
Document comprehensive meeting notes, perform accurate data entry, and provide necessary documentation for clients.
Prepare in-force illustrations, update client information and process policy changes (e.g. beneficiary designations, change of ownership, etc.).
Lead new business processing, handling underwriting and correspondence.
Prepare investment summaries, proposals, and performance updates for clients.
Administrative Support
Update compliance documents and maintain proper documentation for all transactions.
Assist advisors in preparing for client meetings by compiling relevant reports, financial summaries, and other materials.
Maintain detailed logs of all client interactions and case progress.
Qualifications:
3+ years of experience in the insurance and financial services industry
Strong knowledge of insurance products, processes, and compliance standards
Proficient in Microsoft Office (Excel, Outlook, Word, Teams)
Excellent written and verbal communication skills
High attention to detail and strong organizational skills
Ability to handle sensitive client information with discretion
Preferred Qualifications:
LLQP-licensed in good standing
Experience using CRM systems
Experience with client onboarding
Personal Attributes
Professional and polished demeanor
Proactive, adaptable, and solution-oriented
Discreet and trustworthy, with high integrity
Client-first mindset and passion for delivering excellent service
Self-starter who can manage multiple tasks independently
Benefits:
Competitive salary
Performance based bonuses
Health spending account
Paid vacation
Tuition and continuing education reimbursement
