Bilingual Administrative Assistant (Financial Services)

Why Work With Us?

• Competitive Compensation: Base salary of $65,000–$70,000 based on experience.
  

• Work-Life Balance: 35-hour work week (Monday–Friday) with 3 weeks of vacation and 10 paid professional wellness days.
  

• Benefits & Perks: Comprehensive benefits package (health, dental, eye, and paramedic), 2–7% RRSP matching, and 5 paid study days per year with potential tuition reimbursement.
  

• Flexibility: Fully remote options available for candidates located in markets without a physical office presence.
  

The Role Staffinity is currently seeking a Bilingual Administrative Assistant to support a high-performing financial underwriting team. This is a permanent position. The successful candidate will be a detail-oriented professional responsible for the administrative management of new business files and preliminary cases. You will act as a vital link between advisors and carriers to ensure smooth processing and efficient case management.

Responsibilities:

• Database Management: Maintain internal underwriting databases, including confidential files, resource information, and key contact sections.
  

• Case Coordination: Establish and maintain preliminary files, ordering all necessary requirements and conducting rigorous follow-ups to ensure timelines are met.
  

• Liaison & Scheduling: Collaborate with advisors and vendors to coordinate scheduling and special requirements (exception handling, fee approvals, and short-notice requests).
  

• Underwriting Support: Assist senior underwriters in managing complex, high-value cases from initial intake through to carrier approval and final transition.
  

• Research & Risk Assessment: Conduct internet research to assist in risk assessment, applying strong judgment to identify material findings and escalate potential risks.
  

• Reporting: Update weekly tracking reports and strengthen management data to help the team effectively chart performance and direction.
  

Qualifications:

• Bilingualism: Fluency in both written and spoken English and French is mandatory.
  

• Experience: Minimum of 5 years of experience in a financial or insurance environment.
  

• Education: Undergraduate degree in a business-related program is desirable; industry designations (such as FLMI, ACS, or AIAA) are a significant asset.
  

• Technical Skills: Advanced proficiency in Microsoft Office (Word, Excel, Outlook) and experience navigating internal CRM systems.
  

• Soft Skills: Exceptional organization, time management, and the ability to handle highly confidential material with discretion.
  

This is a remote position.