Branch Administration Associate – Holborn

About the role

The Branch Administration Associate will support the Branch Manager and Financial Advisors while assisting the Branch Administration Supervisor in achieving branch objectives. This position is based in Kingston and focuses on delivering efficient administrative services.

Key responsibilities

• Provide administrative support to the Branch Coordinator, including drafting memoranda, letters, meeting minutes, and general correspondence.
• Coordinate branch meetings, functions, retreats, and award ceremonies.
• Prepare and submit administrative reports to the Branch Coordinator.
• Supervise the HEART Trainee in collaboration with the Branch Administration Coordinator.
• Assist with training of administrative team members.
• Screen and monitor coupon application processes and settlements.
• Process recruitment and termination documents for Financial Advisors.
• Prepare and submit selection interview and recruiting files for new hires.
• Dispatch policy contracts and record policy acknowledgement receipts.
• Assist with preparation and monitoring of departmental expense budgets.
• Perform other job‑related duties as assigned.

Required profile

• Associate’s Degree in Business Administration, Management, or equivalent.
• Successful completion of LOMA Parts 1 and 2.
• Minimum three years’ experience in a life insurance company.
• Strong knowledge of life‑insurance principles and the company’s products and services.
• Excellent oral and written communication skills.
• Effective human‑relations and time‑management abilities.

Required skills

• Proficiency with word‑processing software.
• Proficiency with spreadsheet applications.

What we offer

• Opportunity to grow within a stable and expanding financial services organization.
• Exposure to a diverse range of administrative and insurance‑related tasks.