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Added 1 hour ago
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Principal, AI Agent Control & Governance
ATB
Edmonton, AB · Calgary, AB
- Full-time
As ATB’s next Principal, AI Agent Control & Governance you will hold end-to-end operational and technical accountability for how AI tools, frontier models, and autonomous agents operate…
Added 2 hours ago
SD
Store Administrator, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Picton, ON
- Part-time
The above statement reflects the general details considered necessary to describe the principal functions and duties as required for proper evaluation of the job and shall not be construed…
Added 3 hours ago
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Research Associate
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…leukodystrophies, and related disorders. Under the direction of the principal investigator, the candidate participates in the execution of various activities including expertise in iPSC…
Added 3 hours ago
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Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Communicate with the principal investigator, sub-
Added 3 hours ago
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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of the Study Principal Investigator and following established governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the…
Added 3 hours ago
R|
Postdoctoral Fellow - Surgical and Interventional Sciences
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…and in vivo preclinical models. Under the supervision of the Principal Investigator, the successful candidate will lead independent research projects and contribute to experimental design,…
Added 3 hours ago
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Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…join our dynamic team. Under the immediate supervision of the principal investigator, the incumbent will be responsible for supporting the successful conduct and coordination of a 5-year…
Added 3 hours ago
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Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…candidate will work closely with the Oncology Directorate, Principal Investigators, the Clinical Trial Billing Team and research operations to ensure financial integrity throughout the…
Added 4 hours ago
TU
Business Development Manager
The Universal Group
Prince George, BC
- Full-time
Serve as the principal point of contact for accounts within the assigned territory.
Added 11 hours ago
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Spécialiste principal(e), planification et inventaire bilingue/ Bilingual Senior Planning & Inventory Specialist
Visique
Montreal, QC
- Full-time
Joignez-vous à notre équipe à titre de spécialiste principal(e), planification et inventaire bilingue, au sein de BonLook! Vous jouerez un rôle clé dans l’optimisation de la performance des…
Added 11 hours ago
NS
Temporary Vice Principal
Northland School Division
Gift Lake, AB
- Full-time
Northland School Division is now inviting applications for the role of Temporary Vice Principal at Gift Lake School. The school serving Kindergarten through Grade 11 is located in the Gift…
Added 12 hours ago
CV
Principal - NIDES
Comox Valley Schools - School District 71
Courtenay, BC
- Full-time
The Principal provides visionary leadership for NIDES, with a particular focus on Grades 10-12 programming, adult learners, student success, graduation completion, and post-secondary…
Added 12 hours ago
SD
Secondary Teacher - Humanities
School District 74 Gold Trail
Lillooet, BC
- Full-time
Added 12 hours ago
SD
Foods and Nutrition/Physical Education Teacher
School District No. 91 Nechako Lakes
Burns Lake, BC
- Full-time
SPECIFIC ASSIGNMENT TO BE DETERMINED BY THE PRINCIPAL
Added 12 hours ago
NN
1.0 Permanent M. T. Davidson Public School
Near North District School Board
Callander, ON
- Full-time
…further details regarding this position, please contact the Principal prior to the closing date. Applicants may only withdraw their application until such time as the posting has…
Added 12 hours ago
SC
Secondary Office Assistant - 0.4 FTE, 14 hours/week
Simcoe County District School Board
Barrie, ON
- Part-time
…deadline listed. Cover letters may be addressed to the school Principal. Any application not received through the ATE web-site by the deadline will not be eligible for consideration. To…
Added 12 hours ago
CE
Full-Time Temporary Teacher - Gr. 5
Chinook's Edge School Division
Penhold, AB
- Full-time
By virtue of the submission of an application, the applicant agrees that the principal or designate can contact previous employers for the purpose of conducting confidential reference…
Added 12 hours ago
DD
GROUP 4 - PART TIME ELEMENTARY SCHOOL SECRETARY (EXTERNAL)
Durham District School Board
Oshawa, ON
- Part-time
Under the direction of the School Secretary and Principal to assist in maintaining the efficiency and continuity of the operation of the school to assist in communications with staff,…
Added 12 hours ago
DS
Lunchroom Supervisor
District School Board of Niagara
ON · Saint Ann's, ON
- Internship
The successful applicant will be reporting to the School Principal and join the school’s support staff team and provide noon hour supervision of students, both in the lunchroom as well as…
Added 12 hours ago
YR
Secondary Long Term Occasional (LTO)/Contract 33.33% Grade 11 Biology
York Region District School Board
Woodbridge, ON
- Contract
…information regarding this posting, please email Paolo Burzese, Principal,…
Added 12 hours ago
HC
Elementary - 0.5 PPT/FDK Planning Time
Hamilton-Wentworth Catholic District School Board
Hamilton, ON
- Full-time
This posting is for a permanent position. Principal: L Piro-Cinelli, J. Tersigni Min. Qualifications: Primary
Added 12 hours ago
RV
Temporary Learning Assistant - Chestermere High School
Rocky View Schools
Calgary, AB
- Temporary
…settings throughout Rocky View Schools (RVS). Reporting to the Principal, the Learning Assistant collaborates with teachers to adapt and implement programs for students with complex needs,…
Added 15 hours ago
W
Senior or Principal Civil Engineer
Worley
Calgary, AB
- Full-time
As a Senior or Principal Civil Engineer, you will lead and deliver civil engineering solutions for environmental remediation, landfill, closure, restoration, and related infrastructure…
Added 15 hours ago
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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of the Study Principal Investigator and following established governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the…
Added 15 hours ago
R|
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Communicate with the principal investigator, sub-

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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