I am looking for a highly organized, detail-oriented, and reliable Administrative Assistant to support me in my practice as a Licensed Financial Advisor and Insurance Broker.

The ideal candidate is a strong multitasker who can manage multiple responsibilities in a fast-paced professional environment, communicate confidently with clients and financial institutions, and help ensure the smooth day-to-day operation of the business.

This is a fully in-person position and is not a remote or virtual role.

Key Responsibilities

Schedule and manage client appointments, meetings, reminders, and follow-ups

Coordinate with insurance carriers and financial institutions to obtain client and application updates

Assist with day-to-day office administration and help ensure the smooth operation of the business

Prepare, organize, and send professional emails and client communications

Maintain accurate client information, documentation, and records

Assist with data entry and updates in CRM and other business systems

Qualifications

Minimum 2 years of previous administrative experience is mandatory, preferably within insurance, financial services, banking, accounting, or a related professional environment

Strong organizational and multitasking skills with excellent attention to detail





Excellent communication and interpersonal skills

Excellent written and spoken English is mandatory

Knowledge of Russian and/or Armenian is an asset

Robust copywriting, proofreading, and typing skills

Proficiency in Microsoft Office, including Word, Excel, and Outlook

Experience working with CRM systems and ability to quickly learn new software and platforms

Work Location & Schedule

This is an in-person position based in the North York area.

Candidates must be able to commute reliably to the office.

The position will begin with a minimum of 20 hours per week. The schedule may vary depending on business needs, with the potential to increase toward full-time hours after approximately 2–3 months.

Compensation

Starting compensation is from $23.00 per hour, with a compensation review after the first month.

How to Apply

Please submit your resume and cover letter through Indeed.

In your cover letter, please briefly describe your previous administrative experience and any experience you have within the financial services, insurance, banking, or related industries.

We thank all applicants for their interest. Only candidates selected for an interview will be contacted.

Pay: From $23.00 per hour

Work Location: In person

📌 Administrative Assistant, In-Person: Investments and Insurance Services (North York)
🏢 AM Investments and Insurance Solutions
📍 North York