Who we are
We’re a Kelowna based Third Party Administrator/Payor (TPA/TPP) improving the health advantages experience for employers, insurers and, well, everybody! Our team leverages digital-focused strategies to provide members with fast, easy and thoughtful benefits experiences. To put it simply, we provide group benefits plans, but we’re a technology company first. Our team embraces autonomy, complexity and a connection between effort and reward as three qualities that foster a truly satisfying career and strive to separate ourselves from the corporate herd.

What we’re looking for
We’re looking for an organized and proactive Sales Support and Executive Assistant to C.O.O to support our Chief Operating Officer (COO), coordinate sales initiatives and help keep our office running efficiently. This role combines calendar and meeting management, sales reporting, project support and general office administration.

Who you are
You’re dependent, detail-oriented and comfortable managing competing priorities. You take initiative, communicate clearly and enjoy supporting others. You’re confident working with systems and data, follow through on deadlines and handle confidential information with discretion.

What you’ll do

Manage the COO’s calendar, schedule meetings and coordinate travel arrangements.

Prepare agendas and meeting materials for sales-related meetings.

Coordinate operational activities for sales initiatives, track key performance indicators (KPIs) and prepare sales reports.

Coordinate the timely collection and delivery of sales data and forecasts.

Provide project support for sales campaigns,



product launches and process improvements.

Provide administrative and technical support to the Sales Team, including managing the CRM system, preparing territory reports and maintaining sales documentation.

Monitor office inventory and coordinate supply orders.

Coordinate client events when needed.

Coordinate office maintenance and liaise with service providers as needed.

Prepare and submit expense reports and mileage reports.

Complete other general administration tasks to ensure the office operates efficiently.

What you need

Experience in executive assistance, sales coordination or office administration.

Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines.

Strong written and verbal communication skills.

Proficiency with office productivity tools, including calendars, spreadsheets, documents and presentations.

Experience using CRM systems and maintaining accurate records.

Ability to compile sales data, track KPIs and prepare clear reports.

Attention to detail and discretion when handling confidential information.

Ability to work independently and collaborate with the COO, Sales Team and other internal teams.

What we can offer
Group Benefits Plan

Growth Opportunities

In office role only

Competitive Salary

Job Type
Full-time, Permanent

Benefits

Casual dress

Dental care

Employee Assistance Program

Extended health care

Life insurance

Paid time off

Wellness program

Schedule

8 hour shift

Monday to Friday

No weekends

Location
Ayr, Ontario

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📌 Sales Support and Executive Assistant to C.O.O (Ontario)
🏢 Simply-Benefits-2
📍 Ontario