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

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