Office Manager

*Company Overview:* Wealthytod .ca is a dynamic financia services company dedicated providin - omprehensive - nancial l - racy and customi financial solutions to indiv - als and families. Our mission is to empower clients through education, expert advice, and t lored finan - l strategies. We specialize in li - insurance, investments, mortgages, an accounting services. W - re committed to - ping Canadians navigate their financial j neys. *Position Summa - Proactively follow up on pending cases to meet service standards. - Ensure timely and compliant processing of policy issuance and settlements. - Provide advisors with updates on policy cases and assist with solutions for potential issues. - Respond to client inquiries regarding coverage and billing. - Maintain electronic client files, ensuring all documents and paperwork are accurately logged. - Provide backup support to team members during absences. - Prepare annual commission reports for auditors. - Perform other related duties and special projects as required. *Mortgage Agent Support:* - Assist clients in gathering and verifying financial information to determine their borrowing capacity and mortgage product eligibility. - Prepare accurate loan documents, ensuring all paperwork meets regulatory standards and company policies. - Present and explain various mortgage options to clients, helping them select the best product for their financial needs. - Monitor and manage rate locks to secure the most favorable rates for clients within the lock period. - Minimum of 1 year of administrative experience, preferably in the financial services or insurance industry. - Current valid LLQP license or must be in final stage of obtaining license, is nice to have. - Level 2 Mortgage Agent License or in process of obtaining Level 2 license, is preferred. - Knowledge of financial and insurance terminology and products. - Proficiency in Microsoft Office Suite: Excel, Word, PowerPoint, and Outlook. - Proven accurate data entry skills with strong attention to detail. - Excellent organizational and time management skills. - Ability to work independently while functioning effectively as a team player. - Professional interpersonal and communication skills, both verbal and written. - Ability to multi-task in a fast-paced and challenging environment. - Post-secondary education is preferred but not required. *Skills Required:* - Effective interpersonal and communication skills, both verbal and written. - Excellent organizational and time management abilities. - Self-motivation with the ability to problem-solve with limited supervision. - Flexibility to work in a dynamic environment with changing priorities. - Accurate data entry skills with a strong attention to detail. *Benefits:* - Opportunity for professional development and advancement within the company. - Hands-on training and mentorship. - Engaging and supportive work environment. Job Types: Full-time, Permanent Pay: From $16.55 per hour Expected hours: 40 per week Schedule: - 8 hour shift - Day shift - Monday to Friday Ability to commute/relocate: - Etobicoke, ON M9W 6V1: reliably commute or plan to relocate before starting work (required) Experience: - Administrative: 1 year (required) - Financial services: 1 year (required) Licence/Certification: - LLQP (preferred) - Mortgage Agent Level 2 Licence (required) Work Location: In person