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 Skilled 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 (Canada)
🏢 Braun Financial Services
📍 Canada