Administrative Assistant

BrokerLink • Vaughan, ON

4d • CA$47,100 - CA$57,500 • Hybrid

About The Position

BrokerLink is seeking an Administrative Assistant to join their growing team. This role will provide administrative support for the life and group benefits teams, assisting with policy delivery and renewals to ensure a preferred client experience. The position involves handling daily correspondence, processing information in the broker management system, and collaborating with the administration team on new client profiles and lead triaging. The Administrative Assistant will also prepare monthly referral bonus payments, assist with E&O and licensing duties for advisors, provide excellent customer service, and handle client premium and commission transactions. Additionally, the role includes providing backup support for monthly client billing reports, ensuring accuracy, and assisting with special projects as needed. BrokerLink emphasizes its values of integrity, respect, customer focus, excellence, and generosity, driving its diversity and inclusion efforts to create a respectful and inclusive work environment. They seek professional individuals committed to high-level customer service and aim to invest in their employees with opportunities for growth and development.

Requirements

• Strong interpersonal and organization skills
• Post-Secondary Education
• Excellent verbal and written communication skills
• Strong focus on accuracy and attention to detail
• Strong time management and organizational skills
• Computer skills - Keyboarding and MS Office
• Intermediate Word and Excel skills required
• Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

Nice To Haves

• Exposure to Epic is an asset

Responsibilities

• Provide administrative support for the life and group benefits teams by assisting with policy delivery and renewals with a view to preferred client experience
• Handle and process daily correspondence, ensuring timely and accurate delivery and documentation in the broker management system
• Work closely with the administration team with the creation of new client profiles and triaging of new leads
• Prepare the monthly referral bonus payable
• Assist with E&O and licensing duties with existing and new advisors
• Provide excellent customer service both internally and externally
• Transact client premium and commission
• Provide backup support for monthly client billing reports and cross-check for accuracy and minimize errors
• Assist with special projects as required

Benefits

• Flexible work arrangements
• Multiple benefits offered to support physical and mental wellbeing
• Wellness account
• Share plan & other savings
• Incentive plan
• Annual bonus: 5% target, based on the base salary, with a potential payout of up to 200% (subject to personal and company performance)
• Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions
• Group RRSP, with company matching DPSP offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree