Office Manager - WFG Canada

Transamerica; Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A financial services company in Toronto is seeking an Administrative Professional to support the President and coordinate various office functions. This role requires strong organizational skills and experience in administrative support, with a focus on effective communication and attention to detail. The position offers a structured work environment with remote options on Fridays and comprehensive health benefits.

Benefits

Competitive Paid Time Off

Employee Assistance Program

Inclusion and Diversity Programs

Qualifications

• Three years of administrative support or related experience.
• Ability to establish priorities and meet deadlines.

Responsibilities

• Act as the liaison with landlord on various facilities and space-related matters.
• Lead the Safety Team in conjunction with Human Resources.

Skills

Organizational skills

Excellent written/oral communication

Attention to detail

Ability to work independently

Proficiency in MS Office

Education

Post-secondary education

Job description

Job Description

Responsibilities

• Act as the liaison with landlord on various facilities and space-related matters.
• Coordinate scheduling for internal teams and field visitors.
• Conduct tours of the facility and various departments for visiting field leaders.
• Handle calls and visits from the field in a professional manner; anticipate needs, provide solutions, etc.
• Lead the Safety Team in conjunction with Human Resources, and serve as the liaison for other Employee Associations.
• Make travel arrangements and submit expense reports for the President, WFG Canada, and others as needed.
• Order and maintain office supplies.
• Coordinate catering.
• Coordinate employee moves within the location.
• Provide regular updates to the broader management team on location-specific issues and events.
• Generate and maintain confidential files.
• Develop new concepts and techniques to improve effectiveness, handle and resolve complex or unique assignments and inquiries, often exercising independent judgment and initiative.
• Keep the reception / lobby area neat and organized.
• Log and distribute incoming mail.
• Respond to email inquiries from product providers regarding branch office verifications.
• Mail out statements.
• Email agent-recodes and life license copies to verified parties as needed.

Qualifications

• Three years of administrative support or related experience.
• Excellent written / oral communication and interpersonal skills.
• Organizational skills to establish priorities and meet deadlines.
• Attention to detail.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency using MS Office tools.

Preferred Qualifications

• Post-secondary education.
• Experience in the financial services industry.
• Office management / executive assistant experience.

Working Conditions

• Office environment - 4 days in office.
• Remote Friday.
• 9:00 AM - 5:00 PM.

Canadian Health and Work / Life Balance Benefits :

• Competitive Paid Time Off.
• Ten (10) paid holidays per year.
• Ten (10) sick days per year.
• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.
• Parental Leave.
• Adoption Assistance.
• Employee Assistance Program.
• College Coach Program.
• Employee Resource Groups.
• Inclusion and Diversity Programs.
• Employee Recognition Program.
• Referral Bonus Programs.
• Peer Recognition Program (BRAVO).

United States Only Benefits Below :

This job description is not a contract of employment nor for any specific job responsibilities. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

Competitive Pay, Bonus for Eligible Employees, Benefits Package, Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Medical Insurance, Dental Insurance, Vision Insurance, Employee Discounts, Career Training & Development Opportunities.

Health and Work / Life Balance Benefits

Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year, typically mirroring NYSE holidays. Be Well holistic wellness program including Wellness Coaching and Reward Dollars. Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service. Adoption Assistance, Employee Assistance Program, College Coach Program, Back-Up Care Program, PTO for Volunteer Hours, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program, Referral Bonus Programs.

Inclusion & Diversity

We are committed to diversity and inclusion, creating a work environment filled with exceptional individuals. Recognized by the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists. We offer programs including Employee Resource Groups (ERGs) to foster inclusivity and understanding of diversity.

Giving Back

Our responsibilities extend beyond our corporate walls through the Aegon Transamerica Foundation, supporting nonprofit organizations via grants and employee volunteer efforts.

Transamerica’s Parent Company

Aegon acquired Transamerica in 1999. Since 1844, Aegon has grown into an international company serving over 23.9 million people globally. It offers investment, protection, and retirement solutions with a focus on climate change and inclusion and diversity. As of December 31, 2023, it continues to expand its global impact.