905-294-7526

hello@lifeplaninvestments.ca

Executive Office Administrator

We are looking for executive office administrator with excellent organization and communication skills. The ideal candidate has a natural ability to roll with the punches, being flexible to handle anything that might come their way. You’ll be a strong and reliable support to company operations, maintaining and creating procedures, communication, and safety. This will give tremendous opportunity grow within the company.

Job Description

  • Oversee the guest experience and ensure a personal, friendly experience for anyone coming into the office, and maintain complete accessibility in both availability and warmth of character
  • Ensure peak organizational operations and provide preventative measures by identifying issues
  • Implement established policies and procedures, measure outcomes against standards, and improve operational flow when identified
  • Coordinate internal and external resources, and cultivate relationships with vendors
  • Process new advisor applications for contracting ensuring all the criteria is met
  • Screen new financial consultants for suitability and monitor their business activities using CRM, and other tools
  • Monitor production by reviewing sales platforms and updating numbers in the spreadsheets as needed.

Daily and Monthly Responsibilities

  • Maintain office efficiency by maintaining appearance of common areas,
    organizing procedures, handling correspondence, managing filing systems, and overseeing supplies and equipment
  • Oversee the day-to-day activities of the office as the main point of contact in the reception area, keeping management informed of performance with routine and requested reporting
  • Provide direct administrative supports as needed, including scheduling
    appointments, meetings, and events, booking travel, maintaining filing system, mailing and shipping packages, and updating contact database and employee list
  • Oversee and maintain office equipment for uninterrupted function, identify and fulfill office supply needs, maintain and manage vendors, and coordinate food delivery as needed
  • Manage all aspects of the office’s space/infrastructure planning (moves, adds, and changes to workstations) and provide answers, resources, and solutions as requested

Skills and Qualifications

  • 2+ years of office management experience
  • Strong time-management and people skills, flexibility, and multitasking ability
  • Advanced computer skills and experience with online platforms
  • Proficiency Microsoft Office, with aptitude to learn new software and systems
  • Experience working in CRM

Preferred Qualifications

  • Bachelor’s degree or equivalent
  • Previous success in office management, especially in the Insurance , wealth management office
  • Engaging personality and optimistic outlook
  • Experience developing internal systems
  • Ability to handle confidential information
  • Ability to train others, create process and systems
recruiting manager

Apply Now!