Administrative Assistant (Benefits & Retirement) PPF Advantages & Retreat is seeking a mission-focused, strategic, and results-oriented Administrative Assistant with skills in developing strong, lasting relationships with new and existing clients and colleagues.

The Administrative

Assistant is a mission-focused, high-performing member of our administrative team with the skills, sensitivity, and personal confidence to liaise with clients. This role supports the Client Experience Specialist team in achieving their short-term and long-term goals through exceptional and detail-oriented administrative support. It requires impeccable attention to detail and a high level of focus to ensure accuracy in all work including preparing files and processing, while still maintaining strong social skills to liaise with clients.

Accurate data-base entry for maintaining and documenting client information and interactions with all on-line systems Provide support at front reception to greet clients and triage client inquiries by phone and email Assist the client experience specialist team with administrative tasks related to onboarding and service requests from clients and advisors Assist with technology trouble shooting and projects as requested across the group of companies in support of the IT Integration specialist As requested, assist with scheduling and case coordination on client files including document collection from clients.



Ensure all transactions comply with privacy, corporate and compliance standard Assist with office supply monitoring and ordering including hospitality supplies Customers/Clients: Continuous interaction to guide and resolve questions, concerns and complaints. Ongoing interaction to resolve escalated issues related to customer policies and to maintain up-to-date knowledge of individual company policies.

Customer Service Representatives: Ongoing interaction to direct work, exchange information and provide guidance related to client files.

Advisor Team: Ongoing interaction to direct work, exchange information and provide guidance related to client files.

Strong Technical

Acumen (Additional Software Tools) Group Benefits Industry (ASSET) Document Management (Formatting etc.,) Legal & Ethical Knowledge Strong marketing and customer service focus and experience Valid Ontario driver’s license to travel to client sites as needed Knowledge of industry, insurers, products, systems and procedures through ongoing education (Asset) Robust knowledge of MS 365, including Word, Excel, PowerPoint and Outlook Physical Environment: Environment has only occasional exposure to mild unpleasant or disagreeable conditions with remote possibility of accident or health hazards. Regular travel for business and client meetings required.

📌 Administrative Assistant - Benefits & Retirement (Peterborough)
🏢 PPF Foundation
📍 Peterborough