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Added 38 mins ago
BG
Senior Renewable Energy Technical Advisor
BTY Group
Vancouver, BC
- $100,000 to $125,000 CAD / year
- Full-time
…Engineer, Insurance and Offtake advisory Lenders’ Technical Advisor, M&A Due Diligence, and Owner’s Advisory services across wind, solar, and energy storage projects worldwide. We compete…
Added 1 hour ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
You will act as a trusted advisor to a diverse client base that may include software and SaaS companies, gaming studios, digital media organizations, film and television production…
Added 1 hour ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success. More…
Added 1 hour ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.
Added 1 hour ago
NB
Senior Advisor AML/ATF Compliance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor in the Compliance Programs team at National Bank means acting as a specialist in regulatory compliance related to Anti-Money Laundering and Anti-Terrorist…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 7 hours ago
B
SENIOR BUSINESS ADVISOR, OPERATIONS - Montréal, North Shore and Laval
BDC
Montreal, QC
- Full-time
As a Senior Business Advisor, Operations, you will help small and medium-sized businesses improve their operational performance and transform their organizations. You will lead both…
Added 7 hours ago
S
Bilingual Relocation Advisor 1 (French/English)
Sirva
Ottawa, ON
- $21.63 CAD / hour
As a Relocation Advisor, you will contribute to Sirva’s success by providing essential support to relocating Government of Canada transferees and their families. The Advisor is the only…
Added 7 hours ago
Senior GRC Specialist
OCS Ontario Cannabis Store
Toronto, ON
As a trusted advisor, you'll identify opportunities to enhance controls, improve processes, and mitigate risk through practical, risk-informed recommendations. You'll also play a key role…
Added 8 hours ago
KS
Temporary Associate
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- Part-time
The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. They will work with the customer to…
Added 15 hours ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
External Advisor Collaboration: Serve as the primary internal liaison to external accounting and tax advisory partners for annual compliance reviews, corporate filings, and sales tax (HST)…
Added 15 hours ago
YR
Secondary Long Term Occasional (LTO)/Contract 33.33% Grade 11 Biology
York Region District School Board
Woodbridge, ON
- Contract
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…
Added 16 hours ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Program Governance and Project Portfolio Management, within Pillar 5 of the Momentum 2030 strategic plan means contributing to the integrated management of a…
Added 16 hours ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
Promote and foster the advisory approach of the banking advisor model
Added 17 hours ago
E
Bilingual - Sr Talent Acquisition Specialist (French + English)
Epiroc
Mississauga, ON
- $95,912 to $126,870 CAD / year
- Full-time
Act as a trusted advisor to HRBPs, HR Managers, and hiring leaders on talent availability, market conditions, compensation insights, and effective recruitment strategies.
Added 17 hours ago
KS
Temporary Sales Associate-5
kate spade new york
AB · Ksny Edmonton
- Part-time
The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. They will work with the customer to…
Added 21 hours ago
NR
Service Advisor
Northern Roads Auto Group
Mississauga, ON
- Full-time
You’ll love your position as an Service Advisor:
Added 1 day ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.
Added 1 day ago
VR
Advisor, Financial Advisory Services
VIA Rail Canada
Montreal, QC
- Full-time
Reporting to the Senior Advisor, Financial Advisory Services, the incumbent acts as a financial business partner to the assigned business sectors. They contribute to financial planning,…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Rimouski, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 day ago
NB
Talent Acquisition Advisor
National Bank of Canada
Montreal, QC
- Temporary
A career as a Talent Acquisition Advisor at National Bank means pursuing your ambitions by improving the lives of candidates, managers, your colleagues and your colleagues. Curiosity,…
Added 1 day ago
NB
Senior Advisor Control Testing
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor Control Testing at National Bank means acting as a specialist in carrying out control tests, documenting procedures and results, and defining action plans when…
Added 1 day ago
NB
Investment Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as an Investment Advisor in the National Bank call centre means helping our clients achieve their goals. Through your warm approach and the quality of your advice, you’ll provide a…
Added 1 day ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 day ago
NB
Director, Credit Risk
National Bank of Canada
AB · Edmonton, AB
- Full-time
Support account managers as an advisor and coach in structuring credit

Trevor Frances Recruitment

Office Manager, Underwriting and Client Satisfaction

Etobicoke, Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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