Bilingual Administrative Specialist

What is the opportunity?

We are looking to add a bright, resourceful, and organized Bilingual Administrative Specialist to our team. You take initiative, pay attention to detail, learn quickly, can manage internal and external relationships, and youre a great team player with superb communication skills. Then we are looking for you! As the Administrative Specialist your primary focus will be to assist Estate Planning Specialist (EPS) and Investment Advisor (IA) Teams with ongoing policy administration.

What will you do?

• Manage the administrative transactional request from either the EPS or IA teams by
• Support the team with policy reassignments.
• Complete agent of record requests.
• Maintain the insurance company forms on our internal website.
• Provide listing of insurance policies to the investment advisor.
• Problem solve and help provide alternative solutions.
• Contribute to business and process improvement initiatives.
• Assist with any inquiries that may be requested.

What do you need to succeed?

Must-have

• Minimum of 1-2 years in a similar role
• Post-secondary studies in a related field
• Excellent communication skills
• Bilingual in French and English Language

Nice to Have

• Obtained Insurance License (LLQP)

Whats in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above