Detailed Job Description: 

• Serve as the primary liaison with the landlord regarding facilities and space-related matters.
• Coordinate scheduling for internal teams and visiting field associates.
• Conduct facility and departmental tours for visiting leaders.
• Professionally handle calls, emails, and in-person inquiries from the field, anticipating needs and providing solutions.
• Lead the Safety Team in partnership with Human Resources and act as the liaison for other Employee Associations.
• Arrange travel and prepare expense reports for the President, WFG Canada, and others as required.
• Order and maintain office supplies; coordinate catering for meetings and events.
• Coordinate employee workspace moves within the facility.
• Provide regular updates to management on location-specific issues and events.
• Maintain confidential records and files with discretion.
• Manage reception and lobby areas to ensure a professional appearance.
• Log and distribute incoming mail; manage outgoing correspondence.
• Respond to verification inquiries from product providers regarding branch office status.
• Distribute statements and send agent recodes/life license copies to authorized parties.

• Minimum 3 years of administrative support or related experience.
• Strong written and verbal communication skills.
• Excellent organizational skills with the ability to prioritize tasks and meet deadlines.
• High attention to detail and accuracy.
• Ability to work both independently and collaboratively in a fast-paced environment.
• Proficiency with MS Office Suite (Word, Excel, Outlook, PowerPoint).

• Post-secondary education.
• Previous experience in the financial services industry.
• Experience in office management or as an executive assistant.