About this role
Licensed Administrative Associate at Ci. Location: Cornwall, Ontario, Canada. Role: assisting advisor, servicing clients, preparing documents Requirements: CIRO and life insurance licensed candidate to support advisors with client service, meeting prep, processing applications, CRM updates, and office administration in an advisor office. Category: Administrative & Clerical Support Seniority: Entry Level Tools: DocuSign, NaviPlan, Navigator, CRM Certifications: ciro, life insurance Commitment: Full Time Workplace: Onsite Languages: English