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Stage Experience Lead - Full Time
sephora.com
Edmonton, AB
- $20 to $23.55 CAD / hour
- Full-time
…Skincare, Fragrance & Haircare or a combination of these areas. An Assistant Manager, Client Experience is responsible for ensuring that all members of their team execute Sephora’s selling…
Added 1 min ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 17 mins ago
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Executive Assistant
Aston Carter
North Vancouver, BC
- Full-time
This Executive Assistant role supports a global retail capabilities team that brings technology, systems, and processes into retail stores and keeps the department running smoothly day to…
Added 17 mins ago
AI
Supervisor, Temple Facilities Assistant - Toronto Temple
A Igreja de Jesus Cristo dos Santos dos Últimos Dias
Brampton, ON
- Full-time
Gives work direction to other assistant temple facilities managers.
Added 17 mins ago
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Manager, Aseptic Compounding
McKesson
Calgary, AB
- Full-time
The Manager, Aseptic Compounding provides leadership and oversight for hazardous and non-hazardous sterile compounding operations, ensuring safe, high-quality and compliant pharmacy…
Added 17 mins ago
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Part Time Assistant Manager - Normanview
Cineplex
Regina, SK · GLX Regina
- Part-time
Cineplex’s Part-Time Assistant Managers are an integral part of the team who provide an exceptional experience to each and every guest. Our PT Assistant Managers are passionate about movies…
Added 47 mins ago
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Department Sales Manager, Footwear
Sporting Life
Laval, QC
- Full-time
While partnering with your assistant manager to achieve sales targets, manage team KPIs, and maximize profitability, you’ll coach your team to be product and trend experts, ensuring they’re…
Added 47 mins ago
SL
Department Sales Manager, Softgoods
Sporting Life
Laval, QC
- Full-time
While partnering with your Assistant Manager to achieve sales targets, manage team KPIs, and maximize profitability, you’ll coach your team to be product and trend experts, ensuring they’re…
Added 47 mins ago
LC
Produce Assistant Department Manager Part Time Day
Loblaw Companies Limited
Calgary, AB
- Part-time
Added 1 hour ago
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Administrative Assistant
Emterra Group
Regina, SK · Greater Regina Metropolitan Area
- Full-time
Emterra Group is seeking an Admin Assistant to support our logistics and operations teams. Responsibilities include preparing shipment documentation, managing purchase orders and vendor…
Added 1 hour ago
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Administrative Assistant
TBD
Toronto, ON · Greater Toronto Area, Canada
- Full-time
An established professional office in Thornhill is seeking a highly organized, experienced and reliable Administrative Assistant to support daily office operations.
Added 1 hour ago
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Territory Representative, Hospitality Sales & Service
Ecolab Inc.
Corner Brook, NL
- Full-time
…focusing on satisfied guests, protected reputations, and efficient operations. Committed to building lasting relationships, we leverage our industry expertise and science-based guidance in…
Added 1 hour ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Selkirk, MB
- Part-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
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(CAN) Leader de nuit
Walmart
Thetford Mines, QC
- Full-time
…who enjoy leading others and making a visible impact on store…
Added 2 hours ago
UO
Auxiliary Service Worker
University of British Columbia
Vancouver, BC · UBCV | University Services Building (USB)
- $25.46 to $26.81 CAD / hour
- Full-time
UBC Building Operations provides comprehensive facilities maintenance, operations and renovation services for lands and buildings owned by the University of British Columbia.
Added 2 hours ago
MP
Central Care Attendant, Funeral Services
Mount Pleasant Group
Toronto, ON
- $30.89 CAD / hour
- Temporary
Monitor and replenish supply inventory, ensuring all necessary items are readily available for operations.
Added 2 hours ago
SL
Department Sales Manager, Footwear
Sporting Life
Burnaby, BC
- Full-time
While partnering with your assistant manager to achieve sales targets, manage team KPIs, and maximize profitability, you’ll coach your team to be product and trend experts, ensuring they’re…
Added 2 hours ago
SL
Department Sales Manager, Footwear
Sporting Life
Burlington, ON
- Full-time
While partnering with your assistant manager to achieve sales targets, manage team KPIs, and maximize profitability, you’ll coach your team to be product and trend experts, ensuring they’re…
Added 2 hours ago
TO
Engineering Manager
Town of Pelham
Fonthill, ON
- Full-time
Added 2 hours ago
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Quick Service (QSR) Sales Associate (Part-Time) - Eataly Sherway Gardens
Eataly
Toronto, ON
- $17.95 CAD / hour
- Part-time
…pastries, coffee, paninis and other Italian treats. Reports to the Assistant Store Operations Manager and Store Operations…
Added 2 hours ago
SL
Department Sales Manager, Hardgoods
Sporting Life
Markham, ON
- Full-time
While partnering with your assistant manager to achieve sales targets, manage team KPIs, and maximize profitability. You’ll coach your team to be product and trend experts, ensuring they’re…
Added 2 hours ago
IH
Administrative Assistant | IH Quality
Interior Health Authority
Kelowna, BC
- Full-time
Interior Health is hiring a term specific full-time Administrative Assistant to provide confidential administrative support functions to the IH Quality team located at the Community Health…
Added 2 hours ago
DH
Assistant Director of Finance and Accounting
Delta Hotels and Resorts®
Vancouver, BC
- Full-time
The Assistant Controller manages the day-to-day operation of the Accounting Office. Primary responsibilities include financial analysis and financial reporting, budgeting/forecasting, audit…
Added 2 hours ago
SD
Pharmacy Assistant, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Bishop's Falls, NL
- Full-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 2 hours ago
R&
Interchange Assistant Manager
Ruth & Naomi's Mission
Chilliwack, BC
- Full-time
Ruth & Naomi's Mission is looking for a motivated and dependable Interchange Assistant Manager to join our Supportive Housing team!

Trevor Frances Recruitment

Office Manager, Underwriting and Client Satisfaction

Etobicoke, Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Nov 2, 2026

Original job description

Office Manager, Underwriting and Client Satisfaction

About the Opportunity

At Trevor Frances Recruitment, we specialize in connecting exceptional talent with market-leading firms. We are thrilled to partner with a high-performing, people-first financial advisory practice within the investment and insurance industry to find their next Office Manager, Underwriting and Client Satisfaction.

Our client has built a close-knit, dynamic team culture grounded in trust, empathy, professionalism, and an unwavering commitment to premium client care. If you are a proactive, tech-savvy administrative professional who thrives in a fast-paced environment, loves bringing calm and clarity to busy days, and genuinely cares about delivering an exceptional client experience, we want to hear from you.

Position Overview

In this hybrid role, you will act as the operational backbone of the practice. You will serve as the strategic gatekeeper to the firm's Principal while simultaneously managing insurance underwriting pipelines and client workflows. You are the hub that keeps the days running smoothly, ensuring the advisory team is protected, organized, and positioned to focus entirely on high-value client work.

Key Responsibilities

Direct Support to the Principal

Calendar Management: Proactively manage and optimize a complex executive calendar, protecting focus time, preventing conflicts, and ensuring meetings are properly sequenced.
Scheduling & Coordination: Manage all internal and external meetings, client reviews, vendor calls, corporate events, and travel arrangements.
Email & Communication Triage: Monitor inboxes, flag urgent priorities, draft professional responses, filter noise, and ensure no communication falls through the cracks.
Meeting Preparation: Prepare detailed agendas, briefing notes, client files, summaries, and action lists so the Principal arrives informed and ready.
Follow-Up & Execution: Track commitments made by the Principal during meetings, ensuring next steps are actioned and deadlines are respected.
Gatekeeping & Triage: Protect the Principal’s time through thoughtful daily decision-making, clear communication, and excellent executive judgment.

Client & Advisor Support

Provide daily high-touch administrative support to the advisory team, ensuring top-priority client needs are met seamlessly.
Prepare comprehensive agendas, client meeting packages, professional correspondence, and documentation.
Maintain highly compliant client files and CRM records adhering strictly to MFDA and FSCO standards.
Build strong, proactive relationships with high-net-worth clients, delivering an exceptional service experience.

Insurance & Underwriting Coordination

Prepare, review, and process insurance applications, including directly ordering paramedicals.
Liaise directly with clients, insurance carriers, and underwriters to ensure timely submission of requirements.
Track pending applications through the underwriting lifecycle and aggressively follow up to accelerate policy issue times.
Manage existing insurance contract payments, premium schedules, and policy updates.
Assist the advisory team with generating accurate quotes and running complex insurance illustrations.

Operations & Workflow Management

Implement, document, and refine administrative processes to continuously improve office efficiency.
Maintain secure databases, track team licenses/CE credits, and update active carrier contracts.
Provide basic accounting support, including coordinating expenses, preparing cheques, and assisting with team billing.
Manage office supplies, digital filing, secure document management, and confidential correspondence.

What Makes You a Great Fit

Experience: Minimum of 2 years of experience in a specialized administrative, executive assistant, or client service coordinator role (ideally within financial services, wealth management, or life insurance brokerage environments).
Organized & Detail-Oriented: A proven ability to juggle multiple competing priorities with ease and absolute accuracy.
Tech-Savvy: Strong proficiency with Microsoft Office suite, email triage systems, and modern CRM platforms. Comfort adapting to new proprietary software is a must.
Proactive Mindset: You naturally anticipate executive needs, solve problems early, and stay two steps ahead of a busy schedule.
Communication Skills: Highly polished verbal and written communication skills with a professional demeanor suitable for high-net-worth client interaction.
Adaptable: Comfortable working independently, navigating tight carrier timelines, and adjusting smoothly to changing operational priorities.

Bonus Points For:

Direct experience with Cloven or other financial industry CRMs.
Strong familiarity with the Canadian wealth management or life insurance industry (including knowledge of carrier portals, WinFlex, or LifeGuide).
Basic bookkeeping or accounting knowledge.

Our Commitment to Diversity

Trevor Frances Recruitment and our client are equal opportunity employers. We celebrate diversity and are committed to creating an inclusive, accessible environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, or any other characteristic protected by law. Accommodation is available upon request for candidates taking part in all aspects of the selection process.

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More about this job

Responsibilities

The Office Manager acts as the operational backbone of the practice, managing the Principal's calendar and communications while overseeing insurance underwriting pipelines. They are responsible for maintaining client workflows, preparing meeting documentation, and ensuring office efficiency through process improvement.

Requirements

Candidates must have at least 2 years of experience in an administrative or executive assistant role, preferably within the financial services or insurance industry. Strong proficiency in Microsoft Office, CRM platforms, and the ability to manage competing priorities with high attention to detail are required.

Skills

Calendar management
Executive support
Insurance underwriting
CRM software
Microsoft Office
Administrative operations
Workflow management
Communication triage
Data management
Financial advisory support
Attention to detail
Problem solving
Time management
Professional correspondence

Visa sponsorship

Not detected in the job text

Keywords

Office Manager
Underwriting
Client Satisfaction
Financial Advisory
Insurance
Wealth Management
Executive Assistant
CRM
Cloven
WinFlex
LifeGuide
MFDA
FSCO
Calendar Management
Administrative Support
Operations
Workflow
Client Service
Bookkeeping
Accounting
Data Management
Compliance
High-net-worth clients
Paramedicals
Carrier portals

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