Administrative Assistant Insurance / Adjoint(e) administratif(ve) Assurances

Work mode: Full-time, on-site, Monday to Friday from 8:30 a.m. to 4:30 p.m. (35 hours/week)

Location: Downtown Montreal, 5 minutes from Peel metro station

Start date: Late February / Early March

Are you organized, detail-oriented, and enjoy being at the heart of operations? At PEAK, the administrative role is essential and truly valued.

Your role

Ensure the smooth administrative operations of the insurance department and provide daily support to the team.

Key responsibilities

• Administrative management of client files and insurance policies
• Preparation of quotes, insurance applications, and underwriting follow-ups
• Tracking receivables, commissions, and regulatory requirements
• Maintaining and updating databases and client documentation
• Managing communications with clients, partners, and insurance carriers
  
  

Profile were looking for

• Bilingual in French and English (spoken and written)
• 3+ years of experience in an administrative role (insurance experience is a strong asset)
• Strong organizational skills, attention to detail, and ability to manage priorities
• Proficiency with Microsoft Office
• Autonomous, professional, and able to exercise sound judgment
  
  

What we offer

• Annual performance bonus
• 3 weeks of vacation + 5 sick days + 1 wellness day
• Group insurance (50% employer contribution) and RRSP after probation
• OPUS card contribution and annual leisure reimbursement
• Free access to the buildings fitness center
• Modern offices in downtown Montreal (5 minutes from Peel metro)
• Ongoing training and professional development opportunities
  
  

About PEAK

Since 1992, PEAK has been Canadas leading independent financial advisory firm, with over $18B in assets under administration and 1,500 professionals nationwide.
Guided by strong values people, independence, innovation, and integrity PEAKs mission is to sustainably improve Canadians quality of life through better use of their money.

Interested?
Send us your rsum and help shape the future of PEAK.

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Mode de travail: Temps plein, en prsentiel du lundi au vendredi de 8h30 16h30 (35h par semaine)

Lieu: Centre-ville de Montral, 5 mn du mtro Peel

Date dentre en poste souhaite : Fin fvrier/Dbut mars

Tu es organis(e), rigoureux(se) et tu aimes tre au cur des oprations? Chez PEAK, le rle administratif est essentiel et pleinement reconnu!

Ton rle

Assurer le bon fonctionnement administratif du dpartement assurances et soutenir lquipe au quotidien.

Tes principales responsabilits

• Gestion administrative des dossiers clients et des polices dassurance
• Prparation des soumissions, demandes dassurance et suivi de la souscription
• Suivi des comptes recevables, commissions et exigences rglementaires
• Mise jour des bases de donnes et documentation client
• Gestion des communications avec les clients, partenaires et assureurs
  
  

Profil recherch

• Bilingue franais/anglais (oral et crit)
• 3+ ans dexprience en administration (assurance = atout majeur)
• Excellentes capacits dorganisation, souci du dtail et gestion des priorits
• Aisance avec la suite Microsoft Office
• Autonomie, jugement et professionnalisme
  
  

Ce que nous offrons

• Prime annuelle de performance
• 3 semaines de vacances + 5 jours maladie + 1 journe bien-tre
• Assurances collectives (50 % employeur) et REER aprs probation
• Participation la carte OPUS et remboursement loisirs
• Accs gratuit la salle de sport
• Bureaux modernes au centre-ville ( 5 min du mtro Peel)
• Formations continues et dveloppement professionnel
  
  

propos de PEAK

Depuis 1992, PEAK est le chef de file canadien du conseil financier indpendant, avec plus de 18 G$ dactifs sous administration et 1 500 professionnels travers le pays.
Guide par des valeurs fortes lhumain, lindpendance, linnovation et lintgrit PEAK a pour mission damliorer durablement la qualit de vie des Canadiens grce une meilleure utilisation de leur argent.

Intress(e)?
Envoie-nous ton CV et viens contribuer lavenir de PEAK.