Deals Administrator

6 days ago

🇨🇦 Canada – Remote

💵 $50k - $60k / year

⏰ Full Time

🟢 Junior

🖊 Administration

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Personal finance is hard. But that’s why we’re here. With the knowledge, tools, and products to help you choose better.

Mortgage rates • Mortgage calculators • Mortgage rate API • Financial Services leads • Credit card deals

51 - 200

💰 $12M Series A on 2018-01


• Process Insurance deal transactions for new policies, renewals, endorsements and cancellations in EPIC • Calculate and verify broker commissions to be paid out • Ownership of Billing and Cash Collection process • Correspond with internal and external stakeholders to resolve deal related issues • Assist finance team with journal entries, reconciliations, trust account management, payables, and other ad hoc duties • Assist in operational and administrative tasks for the Insurance brokerage


• 2+ years of experience working in Customer Service and/or Admin role • Detail oriented • Ability to work collaboratively in a remote/hybrid environment • Quick learner and adaptable • Experience with EPIC or other insurance industry software


• Competitive salary • Flexible hours • Benefits package with no employee contribution required • RRSP matching program • Individual training allowance • Access to financial literacy training and resources • Casual dress code • Fun team socials

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