Job Description

Full Time Position: Mon-Fri 9-5PM (Office Site)
Start Date: August 24th, 2026

Administrative Assistant Role

Goal:

To streamline operations by providing office support.  This will ensure that our associates have the resources to start up and grow the organization with emphasis on field work.  The role is centered on a team member-first mentality.

Job Description:

• To be the first-point of contact for operational support activities of the office; resolution of day-to-day administrative and operational problems, i.e. direct deposits, wfgmail, License renewals, E&O, sponsorship, et al.
• Welcome all newly coded associates & Orient them to the office/training program via phone call
• Register team for upcoming events (ie. Annual Convention, Super Trip, local events etc)
• Assist in organizing team-building activities and events
• Co-ordinate and assist with the logistics for local events and conventions which include travel and lodging arrangements which can be used as lieu days
• Organize and collate receipts for filing of income tax return
• Answer calls in the office

Client Care Role

Goal:

To provide client care to our new and existing clients which includes: proper processing of all insurance/investment applications, updating the Client Care Database, maintaining inforce status of all accounts, and resolving all client related issues. The role is centred on a client-first mentality.

Job Description:

• Submit eApp to complete application
• Receive, scan, log, mail, and track all submitted applications
• Order ParaMed, submit all requirements ie. amendments, if applicable
• Provide updates to clients throughout the underwriting process
• Manage and update the Network Folders and Client Care Database making sure that all requirements are met for audit purposes
• Contact Winfund mutual fund clients to schedule and coordinate annual financial review
• Contact life insurance clients to schedule and co-ordinate annual financial review