- – Serve as the welcoming face and voice of the firm, ensuring client comfort.
- – Manage client intake processes and maintain an exceptional client journey.
- – Utilize technology for scheduling, file management, and effective communication.
- Provide exceptional bilingual customer support in English and French.
- Problem-solve effectively while maintaining a positive team environment.
- Navigate multiple applications to assist members with insurance inquiries.
- – 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.