Support Life Advisors as an In office 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 transparent 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

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

Elevate the client experience through your administrative expertise in our Orleans office.
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📌 On Site Life Insurance Admin Assistant Orleans Ottawa
🏢 Desjardins Insurance
📍 Ottawa