Administrator - Kingston, Canada - QUALIFIED FINANCIAL SERVICES

QUALIFIED FINANCIAL SERVICES

Verified Company

Kingston, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Qualified Financial Services is a rapidly growing, full-service Managing General Agency specializing in Life Insurance and Wealth Management products.

Our head office is located in Toronto and we have additional offices in Markham, Barrie, Kingston, Ottawa, Montreal, Saint John and Halifax and we continue to grow We are committed to providing the best support possible to our Advisors and pride ourselves as being innovative, passionate industry leaders in this regard.

We offer a flexible, positive and rewarding place to work with considerable opportunity for career advancement.

About you:

You are a positive, diplomatic and high energy individua who takes pride in your organizational skills.

You thrive within a fast-paced working environment, where you successfully manage a high volume of cases at any given time.

You are talented at multi-tasking under pressure, without feeling overwhelmed. You are an independent, motivated, and a passionate administrator who can operate independently and within a team. Your attention to detail is strong and your accuracy is precise. You enjoy working in a supportive role where you can build trusted relationships and provide excellent customer service.

Responsibilities:

Reception
Assist the Data Entry team with data entry
Assist the Contracting and Commissions team with updating Errors and Omissions Insurance, Licensing, and pulling Commission Statements
Effectively navigate various carrier partner websites to retrieve information and to assist advisors with inquiries
Manage a high volume of inquires and requests in a timely manner, by prioritizing effectively
Order and track inventory of required marketing materials and manage InSite intranet supply page
Providing a high level of customer service by communicating effectively both verbally and in writing form
Special projects as assigned by management from time to time

Capabilities:

Prior customer service or administration experience
High energy level with excellent written and verbal communications skills
Independent and motivated selfstarter that can operate effectively as a team player
Enjoys working with and helping people
Intermediate computer skills including Microsoft Office
Adapts well to change and displays a high sense of urgency
High school diploma or equivalent