Senior Executive Assistant supporting EQ Bank, a Canadian challenger bank, with executive priorities, stakeholder management, communications, travel, and strategic initiatives. Mentoring Executive Assistants and improving Office of the Executive operations.
About the role
- Outbound appointment-setting VA supporting a financial-services agency serving life insurance, annuity, and retirement clients. Scheduling annual reviews and consultations through scripted calls and client tracking.
Responsibilities
- Contact existing policyholders to schedule annual reviews and consultations
- Follow up on lapsed policies, missed payments, banking changes, and other client needs
- Explain call purposes professionally using approved client information
- Handle routine questions and objections and guide conversations toward scheduling
- Book appointments and maintain the advisor’s calendar
- Conduct outbound calls through Dialpad
- Use the correct script for each client category and outreach campaign
- Maintain natural, confident conversations while following approved messaging
- Document call outcomes, client responses, and follow-up requirements
- Review call recordings and apply feedback to improve performance
- Maintain accurate client lists, appointment logs, and tracking spreadsheets
- Organize outreach activity by campaign and client type
- Track outstanding callbacks and follow-up appointments
- Provide regular updates on calling activity and scheduled appointments
- Deliver task-specific business support services to improve client efficiency, service delivery, or operational functions
Requirements
- Proven outbound calling or appointment-setting experience required
- Strong phone-based customer service experience required
- Excellent spoken and written English required
- Ability to follow multiple scripts accurately required
- Experience handling routine objections and securing appointments strongly preferred
- Financial-services or insurance-agency experience preferred
- Dialpad or similar calling-platform experience preferred
- Spreadsheet and client-record management experience preferred
- Confident and experienced with outbound phone communication
- Excellent listener with natural rapport-building ability
- Highly organized and attentive to details
- Coachable and quick to implement feedback
- Comfortable handling objections without becoming overly scripted
- Dependable, consistent, and accountable for results
- Knowledge of Dialpad preferred
- Knowledge of Google Sheets / Microsoft Excel required
- Knowledge of email and calendar platforms required
- Knowledge of client tracking / CRM systems required
- Availability for 20 contracted hours per week, Monday through Friday
- Availability during flexible EST business hours
- Ability to work as an independent contractor under a Master Services Agreement and Statement of Work
Benefits
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- Potential to increase contracted hours as responsibilities expand
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Part - time Executive Assistant supporting VON Canada’s VP, senior leaders and Board committees. Coordinating executive administration, reporting, budgets, meetings and compliance for community care charity VON Canada.
Sales Opener für NETSHAKE, Deutschlands E - Commerce - Incubator und Shopify Premier Partner. KI - vorqualifizierte E - Commerce - Leads telefonisch qualifizieren und hochwertige Setter - Termine buchen.
Remote Marketing VA supporting a travel agency owner with social content, podcast repurposing, email scheduling, and Tern CRM operations. Executing established workflows across marketing and travel administration.
Executive Assistant managing senior leaders’ calendars, meetings, travel, and confidential projects. Supporting Benevity’s technology platform that helps companies take social action.
Virtual Assistant supporting BOLD Magazine’s editorial and operational work. Managing content, contributors, digital systems, social media, and partnership research remotely.
Remote Finance & Tax Support Virtual Assistant maintaining QuickBooks records, tracking business and personal finances, and organizing tax - preparation documentation for worldwide clients.
Executive Assistant supporting Ciena’s Global Supply Chain leaders. Coordinating calendars, travel, meetings, and stakeholder engagement for a high - growth networking technology company.
Executive Assistant supporting Manulife insurance executives with advanced administration, coordination, and communications. Managing projects, meetings, travel, expenses, and stakeholder follow - up in Toronto’s hybrid financial - services environment.
Virtual Assistant supporting BOLD Magazine’s independent fashion, lifestyle, culture, and technology publication. Managing editorial workflows, administration, social media, and partnership research remotely.