- – Own administrative tasks, transforming convoluted processes into efficient systems.
- – Build and maintain processes in Monday.com, Slack, and Google Workspace for efficiency.
- – Manage office logistics, including organization, supply restocking, and general upkeep.
- Manage accounting, compliance, and administrative tasks for captive insurance companies and clients.
- Support U.S based clients and work with a growing team in the Halifax office.
- Ensure regulatory compliance and provide financial reporting for portfolio of clients.
- – Answer and direct phone calls, emails, and other correspondence efficiently.
- – Schedule appointments, manage calendars, and coordinate travel arrangements.
- – Maintain filing systems, assist with bookkeeping, and prepare documents accurately.