- Based in India, working remotely
- Fluent in English; Punjabi...Hindi is an asset
- Work hours aligned with Canadian time zones (10-6 PST)
- Manage emails, calendars and appointments
- Client follow-ups
- Prepare and Organize client documents and files
- Track applications and pending requirements
- Update CRM and Excel/Google Sheets
- Coordinate with client, vendors and team
- Assist team with paperwork
- Robust attention to detail and follow-up
- Comfortable with Google Drive, Excel, Zoom, WhatsApp and CRM
- Must be reliable, organized and able to work independently
- Previous Canadian insurance/financial services experience is a big plus
- Must maintain strict client confidentiality