PREFERENCE IS FOR CANDIDATES TO RESIDE IN OR NEAR THE GREATER EDMONTON AREA, BUT WILL CONSIDER OTHER APPLICANTS LOCATED IN ALBERTA.

About the Opportunity
Join our vibrant, boutique Group, Life, and Health Insurance brokerage firm, proudly serving clients across Western Canada! We’re on the hunt for a dynamic and detail-oriented Benefits Administrative Assistant to join our close-knit, remote team. If you’re a master of Microsoft Excel, love creating order out of complexity, and thrive in a supportive yet flexible environment, this is your chance to shine.
Our small team blends professionalism with a fun, collaborative spirit, making work both rewarding and enjoyable. Whether you’re compiling critical reports, supporting client success, or bringing fresh ideas to the table, you’ll play a key role in our mission to deliver exceptional service. Ready to grow with us? We can’t wait to meet you!

What You’ll Do

• Drive Impact with Data: Create, analyze, and maintain detailed financial reports and insurance spreadsheets to empower our brokers and Account Managers.
• Craft Professional Materials: Prepare polished group insurance proposals and marketing materials, ensuring accuracy and seamless electronic filing.
• Support Client Success: Assist with quarterly or semi-annual client reports and provide ad hoc client service to support group benefits and life insurance sales/renewals.
• Streamline Operations: Manage day-to-day tasks like document creation, appointment scheduling, CRM updates, and insurer communications with precision.
• Keep Us Organized: Use CRM and digital tools to track leads, manage tasks, and ensure data accuracy across client and broker touchpoints.
• Coordinate Like a Pro: Handle team logistics, from scheduling to referral tracking and internal planning.
• Optional Spotlight Roles: Shine in group presentations, client seminars, or educational Lunch & Learns to showcase your skills.
• Join the Team in Person: Attend occasional team conferences in Calgary or Red Deer (expenses fully covered) to connect and collaborate.

What We’re Looking For

• Tech-Savvy Expertise: Advanced skills in Microsoft Excel, Word, and Office 365 are a must.
• Spreadsheet Superstar: Proven experience compiling and managing spreadsheets for reporting or decision-making.
• Detail-Oriented Dynamo: Exceptional attention to detail, organizational skills, and a passion for accuracy.
• Independent & Proactive: Ability to work autonomously in a remote setting, staying focused and productive.
• Clear Communicator: Professional communication skills to support brokers, advisors, and clients with confidence.
• Tech Enthusiast: Comfortable with CRM systems and quick to learn new digital tools.
• Self-Starter Mindset: Thrive in a flexible, remote environment with minimal supervision.

Bonus Skills (Not Required, But a Big Plus!)

• Social media savvy (Facebook, Twitter, Instagram).
• Experience with tools like DocuSign, Adobe Sign, Mailchimp, or survey platforms.
• Flair for drafting newsletters or client updates.
• Creative ideas to enhance operations or client communications.
• Ambition to grow into account management or a licensed advisor role.

Qualifications

• High school diploma required; post-secondary education is a bonus.
• Previous administrative experience is essential.
• Insurance or professional services experience is a plus, but not mandatory.

Why Join Us?

• Competitive Salary: Tailored to your experience and skills.
• Amazing Benefits: Enjoy a robust group benefits package, including a Healthcare Spending Account (HCSA).
• Ultimate Flexibility: Work remotely with flexible hours to suit your lifestyle.
• Growth & Support: Be part of a tight-knit team with opportunities to grow into advanced roles.
• Fun & Collaborative Culture: Work with a team that values professionalism and knows how to enjoy the journey.
• Travel Perks: Attend occasional team conferences with all expenses covered.

Ready to Make a Difference?
If you’re excited to bring your organizational skills, tech expertise, and enthusiasm to a dynamic team, we’d love to hear from you! Apply today and let’s build something great together.
Job Type: Full-time
Pay: $52,000.00-$60,000.00 per year

Benefits:

• Dental care
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• Paid time off
• Vision care
• Wellness program
• Work from home

Flexible language requirement:

• French not required

Schedule:

• Monday to Friday

Application question(s):

• Are you proficient with Microsoft Excel and Word?

Experience:

• Administrative: 1 year (preferred)

Language:

• English (required)

Location:

• Edmonton, AB (required)

Work Location: Remot

• Drive Impact with Data: Create, analyze, and maintain detailed financial reports and insurance spreadsheets to empower our brokers and Account Managers.
• Craft Professional Materials: Prepare polished group insurance proposals and marketing materials, ensuring accuracy and seamless electronic filing.
• Support Client Success: Assist with quarterly or semi-annual client reports and provide ad hoc client service to support group benefits and life insurance sales/renewals.
• Streamline Operations: Manage day-to-day tasks like document creation, appointment scheduling, CRM updates, and insurer communications with precision.
• Keep Us Organized: Use CRM and digital tools to track leads, manage tasks, and ensure data accuracy across client and broker touchpoints.
• Coordinate Like a Pro: Handle team logistics, from scheduling to referral tracking and internal planning.
• Optional Spotlight Roles: Shine in group presentations, client seminars, or educational Lunch & Learns to showcase your skills.
• Join the Team in Person: Attend occasional team conferences in Calgary or Red Deer (expenses fully covered) to connect and collaborate