Pereux Insurance Planning Inc.

What We Offer Job Title: Executive Assistant/Office Administrator
Location: In-Office
Job Type: Full-time
Compensation: Competitive Salary (commensurate with experience)
Position Overview
Pereux Insurance Planning is seeking an organized, proactive, and detail-oriented Executive Assistant to join our team in-office. In this role, you will provide comprehensive administrative support to our advisors, streamline day-to-day office operations, manage client events, and support marketing efforts.
Key Responsibilities
<ul>
<li>Advisor Support &amp; Calendar Management: Assist advisors with administrative tasks, prioritize daily workflows, and manage complex calendars to coordinate internal and client meetings via Zoom and in-person.</li>
<li>Travel &amp; Schedule Coordination: Arrange seamless domestic/international travel itineraries, accommodation, and transportation logistics.</li>
<li>Client Events &amp; Marketing Support: Plan, organize, and execute client events; assist with general marketing initiatives, client outreach, and material preparation.</li>
<li>Document &amp; Workflow Management: Draft, prepare, and route key client documents, contracts, and agreements efficiently using DocuSign and the Microsoft Office Suite.</li>
<li>General Office Management: Maintain daily in-office operations, manage office supplies and inventory, handle incoming communications, and ensure a professional office environment.</li>
</ul>
Qualifications &amp; Skills
<ul>
<li>Software Proficiency: Strong hands-on experience with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), DocuSign, and Zoom.
</li>
<li>Attention to Detail: Exceptional precision and organizational skills with a high degree of accuracy in documentation and administrative workflows.
</li>
<li>Interpersonal &amp; Communication Skills: Outstanding written and verbal communication skills, with a professional demeanor suitable for interacting with clients, advisors, and team members.
</li>
<li>Multitasking &amp; Time Management: Proven ability to balance multiple priorities, adapt to changing timelines, and deliver quality work under minimal supervision.
</li>
<li>Work Arrangement: Willingness and ability to work on-site/in-office.
</li>
<li>Competitive compensation package
</li>
<li>Professional growth path with a clear opportunity for full-time employment
</li>
<li>Collaborative and supportive work culture
</li>
</ul>
How to Apply
Please submit your resume and a brief cover letter outlining your relevant experience to: Lianne Pereux – <a href="mailto:lianne@pereux.com" rel="nofollow noopener" target="_blank">lianne@pereux.com</a>
Pay: $48,000.00-$53,000.00 per year
Benefits:
<ul>
<li>Extended health care</li>
</ul>
Work Location: In person

Executive Assistant/Office Administrator

Executive Assistant/Office Administrator

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