On-Site Life Insurance Admin Assistant Orleans

Support Life Advisors as an On-Site Administrative Assistant in Orleans. Manage client communications, documents, and schedules to enhance overall client experience. In this vital role, you will assist Life Sales Advisors with daily operations, ensuring all client requests are handled with professionalism. Your tasks will include managing calls and emails, processing documents, and maintaining clear communication channels. You will help maintain client records and support advisor effectiveness. Key Responsibilities:

• Manage client inquiries and professional communications
• Process paperwork and maintain organized client files
• Schedule and coordinate advisor appointments and meetings
• Handle billing issues and client satisfaction queries
• Assist with sales presentations by documenting key notes

• Bilingual in English and French is essential
• Active LLQP Life license required
• Proficient in Microsoft Office and CRM applications
• Strong organizational and time-management abilities
• Excellent communication skills for client interactions