About Us:
We are an established investment and life insurance advisory practice dedicated to helping individuals and families secure their financial futures. We’re seeking a proactive and detail-oriented investment focused administrative assistant to support day-to-day operations, improve efficiency, and enhance client experience.

POSITION OVERVIEW:

This is a remote, full-time contractor role. You will work from home Monday through Friday, 9:00 AM to 5:00 PM (Eastern Time). You’ll play a vital role in managing investment paperwork, coordinating insurance leads, and ensuring a smooth client onboarding process.
Key Responsibilities:

REQUIREMENTS:

• Minimum of 2 Years experience in financial services or insurance administration
• Excellent organizational skills and attention to detail
• Strong verbal and written communication skills
• Comfortable speaking on the phone and managing client interactions
• Proficient in Microsoft Office (Word, Excel), Adobe PDF, and CRM software
• Reliable internet connection and quiet work environment
• Must be self-motivated and able to work independently with minimal supervision
• Familiarity with Canadian investment accounts (TFSA, RRSP, LIRA, etc.)
• Experience working with investment transfer forms and life insurance CRMs

Additional Details:

• Schedule: Monday to Friday, 9:00 AM – 5:00 PM (EST) *REMOTE
• Compensation: $55,000 Annual Base pay for contractor agreement
• Type: Independent contractor (no health or employment benefits provided)

Job Types: Full-time, Contract
Pay: From $52,000.00 per year

Experience:

• Financial Services: 2 years (Required)

Work Location: Remot

Please refer the Job description for details