Bilingual Administrative Assistant (Financial S...

[ad_1]

<p><b>Why Work With Us?</b><br></p> <ul> <li><p><b>Competitive Compensation:</b> Base salary of <b>$65,000–$70,000</b> based on experience.<br></p></li> <li><p><b>Work-Life Balance:</b> 35-hour work week (Monday–Friday) with <b>3 weeks of vacation</b> and <b>10 paid professional wellness days</b>.<br></p></li> <li><p><b>Benefits & Perks:</b> Comprehensive benefits package (health, dental, eye, and paramedic), 2–7% RRSP matching, and 5 paid study days per year with potential tuition reimbursement.<br></p></li> <li><p><b>Flexibility:</b> <b>Fully remote</b> options available for candidates located in markets without a physical office presence.<br></p></li> </ul> <p><b>The Role</b> Staffinity is currently seeking a <b>Bilingual Administrative Assistant</b> to support a high-performing financial underwriting team. This is a permanent position. The successful candidate will be a detail-oriented professional responsible for the administrative management of new business files and preliminary cases. You will act as a vital link between advisors and carriers to ensure smooth processing and efficient case management.<br></p> <p><b>Responsibilities:</b><br></p> <ul> <li><p><b>Database Management:</b> Maintain internal underwriting databases, including confidential files, resource information, and key contact sections.<br></p></li> <li><p><b>Case Coordination:</b> Establish and maintain preliminary files, ordering all necessary requirements and conducting rigorous follow-ups to ensure timelines are met.<br></p></li> <li><p><b>Liaison & Scheduling:</b> Collaborate with advisors and vendors to coordinate scheduling and special requirements (exception handling, fee approvals, and short-notice requests).<br></p></li> <li><p><b>Underwriting Support:</b> Assist senior underwriters in managing complex, high-value cases from initial intake through to carrier approval and final transition.<br></p></li> <li><p><b>Research & Risk Assessment:</b> Conduct internet research to assist in risk assessment, applying strong judgment to identify material findings and escalate potential risks.<br></p></li> <li><p><b>Reporting:</b> Update weekly tracking reports and strengthen management data to help the team effectively chart performance and direction.<br></p></li> </ul> <p><b>Qualifications:</b><br></p> <ul> <li><p><b>Bilingualism:</b> Fluency in both written and spoken <b>English and French</b> is mandatory.<br></p></li> <li><p><b>Experience:</b> Minimum of 5 years of experience in a financial or insurance environment.<br></p></li> <li><p><b>Education:</b> Undergraduate degree in a business-related program is desirable; industry designations (such as FLMI, ACS, or AIAA) are a significant asset.<br></p></li> <li><p><b>Technical Skills:</b> Advanced proficiency in Microsoft Office (Word, Excel, Outlook) and experience navigating internal CRM systems.<br></p></li> <li><p><b>Soft Skills:</b> Exceptional organization, time management, and the ability to handle highly confidential material with discretion.<br></p></li> </ul> <br> <p>This is a remote position.</p>