Job Responsibility:

We are looking for an administrative assistant with who either holds or is willing to obtain a BC Life & A&S; insurance license. You will be an assistant to a CFP Professional and assist with front of house duties including mail distribution, answering inbound calls, preparation of paperwork and client communication. A minimum of one year industry experience is preferred.

Responsibilities:

- Managing correspondence from MGA and insurance carriers
- Creating and assigning tasks for the appropriate advisor and distributing paperwork
- Managing client intake email inbox
- Managing existing client email inbox
- Digital database input & maintenance
- Physical database input & maintenance
- Communicating with insurance carriers which includes follow-ups on active cases and general troubleshooting
- Communicating with the MGA which includes sourcing insurance quotes,



tracking progress on applications, switches, transfers etc.
- Prepping & shipping/sending correspondence for clients and documents to be sent to insurance carriers
- Preparing investment and insurance documents for advisors
- Communicating with clients in an administrative role
- Answering phone calls and emails for Braun Financial Services
- General Administrative Duties

Job Type: Full-time

Pay: $45,000.00-$55,000.00 per year

Adaptable language requirement:

- French not required

Schedule:

- Monday to Friday

Education:

- Bachelor's Degree (preferred)

Licence/Certification:

- Life and A&S; Life Insurance License? (required)

Work Location: In person

📌 Licensed Administrative Assistant (New Westminster)
🏢 Braun Financial Services
📍 New Westminster