Position Overview : The Client Relationship Administrator is integral to the delivery of a seamless client service experience. This position serves as an operational anchor for the advisory team by maintaining the integrity of the CRM system, managing policy documentation, and ensuring client records are consistently accurate and current.

Key Responsibilities : Client Service and Administration

- Maintain an organized and qualified work workplace
- Maintain and manage the CRM database and digital client files within a paperless system
- Prepare and send insurance documentation and policy packages to clients
- Provide the Senior Advisor with regular reports, as determined by the Senior Advisor
- Assist in welcoming visitors and serving as a point of contact for the office when required
- Ensure clients are assisted promptly and professionally to support positive long-term relationships

Policy and Insurance Administration:

- Complete and process insurance forms, including address changes, banking updates, beneficiary changes, and policy amendments

- Communicate regularly with insurance companies regarding policy updates and documentation

- Process insurance policies on behalf of the appropriate broker/advisor Business Operations and Record Management:

- Assist with the renewal of Advisor licenses across multiple provinces, including Independent Representative licensing, corporate licensing, and Errors & Omissions insurance

- Record corporate expenses and maintain organized records for the company bookkeeper

- Maintain and update the administrative procedures manual





- Track and record commissions and sales for all employees and provide commission information for monthly payroll processing

Additional Contributions:

- Calendar management for the Senior Advisor
- Assist with basic social media posting when needed
- Provide suggestions for sales or marketing initiatives
- Encourage clients to schedule meetings with the Senior Advisor using provided scheduling tools
- Other duties as assigned

Qualifications : 2-3 years of experience in an administrative or office support role

- Proficiency in Microsoft Office Suite
- Experience using CRM systems preferred
- LLQP certification considered an asset
- Previous experience in insurance, financial services, or employee benefits considered an asset
- Previous experience managing company social media accounts considered an asset
- Strong customer service orientation
- Highly organized with strong time management skills
- Strong keyboarding skills (approximately 60 words per minute)
- Ability to work independently with mínimal supervision
- Willingness to learn and grow within the role
- Desire to help grow the business and refer - not required but greatly appreciated

Core Competencies :

- Communication
- Information Management
- Relationship Building
- Digital Literacy
- Attention to Detail

Pay: From $25.00 per hour

Expected hours: 35 per week

Application question(s):

- What experience do you have in managing company social media accounts?

Experience :

- Admin: 3 years (preferred)

Licence/Certification:

- LLQP license/certification (preferred)

Work Location: In person

📌 Client Relationship Administrator (Sherwood Park)
🏢 Specialized Benefits
📍 Sherwood Park