Underwriting Administrative Assistant supporting quotes, certificates, documents, and files for Arrowhead Programs’ niche insurance solutions. Collaborating with underwriters, brokers, and internal departments.
About the role
- Administrative Assistant supporting high-net-worth clients at a Toronto boutique wealth firm. Managing calendars, client materials, confidential records, and office logistics while learning private wealth management.
Responsibilities
- Act as the warm, professional first point of contact for affluent clients, coordinating inquiries across phone and email
- Manage executive calendars and schedule complex client reviews
- Coordinate internal meetings and keep the advisory team aligned on deadlines
- Compile client materials, organize files, and assist with presentations or data overviews before advisor consultations
- Maintain digital and physical filing structures with strict confidentiality for sensitive financial records and family histories
- Handle office logistics, including processing mail, ordering supplies, maintaining client tracking sheets, and interfacing with external vendors
- Learn about wills, trusts, corporate structures, and holistic wealth strategies
Requirements
- 2+ years of professional administrative or office support experience
- Experience in a boutique law firm, real estate office, accounting firm, or other professional services is a strong asset
- Genuine eagerness to learn about wealth management and private finance
- Strong personal finance interest and curiosity about the private wealth ecosystem
- Meticulous attention to detail, accurate data entry, careful editing, and systematic paperwork management
- Strong discretion, integrity, and commitment to client confidentiality
- High proficiency with Microsoft Office Suite: Word, Excel, Outlook, and PowerPoint
- Comfortable learning cloud-based CRMs or tracking software
- Exceptional written and verbal communication skills for interacting with business leaders and high-earning professionals
- Resume and brief cover letter required
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Administrative Associate supporting TELUS Health’s Montreal clinic and executive patients. Managing reception, billing, appointments, inquiries, emails, and daily clinic operations.
Administrative Associate greeting patients, scheduling appointments, processing payments, and maintaining records at TELUS Health’s Toronto clinic. Supporting client - focused healthcare administration and front - desk operations.
Administrative assistant supporting Desjardins, North America's largest cooperative financial group. Coordinating management administration, meetings, budgets and executive support in a hybrid Montreal role.
Administrative Coordinator supporting Rangen’s customer and business operations in Lethbridge. Maintaining records, processing orders and invoices, and coordinating stakeholder communications.
Administrative Assistant II coordinating travel, expenses, vendors, and office operations for EnerSys’ industrial stored - energy business in Burnaby. Supporting finance, events, facilities, and cross - functional teams.
Faculty administrative assistant supporting the University of Alberta’s Education faculty. Coordinating executive support, academic hiring, programs, events, and Dean’s Office projects.
Administrative Assistant providing documentation, records, billing, and office support for Sedgwick, a global risk and claims administration partner.
Administrative Assistant supporting PCL Construction’s Edmonton operations. Managing reception, documents, supplies, events, contracts, and purchase orders.
Executive Assistant managing day - to - day tasks for an entrepreneur in a fast - paced remote environment. Involved in administrative, organizational, and project - related activities.