Bilingual Data Feeds Administrator - Kitchener, Canada - Financial Horizons Group

Financial Horizons Group

Verified Company

Kitchener, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Français ci-dessous
Are you someone that loves working with data? Do you see yourself as an analytical person? Are you someone that appreciates the importance of being detail oriented?

If 'yes' is the only answer that comes to mind, then you could be the next
Bilingual Data Feeds Administrator to join the FH family.

Keep reading to see if this position is the one for you

Note:

This role can be supported by a remote work arrangement across Canada, however working hours must maintain an 8:30 AM to 4:30 PM Eastern Time Zone schedule to facilitate business needs.

A 30-minute variance in hours can be facilitated.

What will you be doing in this role?:

The Investment and Insurance Data Feeds team strives to ensure that the data in our system is complete, accurate, consistent and valuable.

This is to ensure that our advisors and staff trust its integrity.

To maintain these team objectives, a Data Feeds Administrator will have the following responsibilities:

Key technical contact and SME for all investment, risk, and FH white label product feeds specifically but not limited to:
Fundserv Investment Feeds
CLIEDIS Feeds including but not limited to the
CITS Book of Business Feed, CITS Application Notification Feeds, CITS Pending Feeds
Supplementary Feeds
Proprietary Life Company Compensation Feeds
Proprietary Partner White Label Feeds
Integrate data feeds from external partners into the back office system (WealthServ) and ensure the information is accurate and complete
Remove duplicate information, plans, clients etc. from system
Participate in migration and onboarding projects including reviewing clients, advisors, and plans validate, update or create new records and provide information as required
Perform data reconciliation activities including reviewing and updating beneficiaries, plan types, client names and demographics, address details, etc.
Occasional project work

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What should your experience and qualifications look like?*:

Proven experience in insurance/financial services industry
Understanding of insurance products
Familiar with insurance carriers and their websites an asset Proven experience working in project management teams
Proven experience with Microsoft programs such as Word, Outlook, with a focus in Excel
Experience in WealthServ an asset Proven experience in customer service
College diploma, University degree, or equivalent experience
Industry courses would be an asset

Bilingual

French and English

What competencies are required?:

Communication skills (verbal and written)
Service oriented
Selfstarter and selfmotivated
Attention to detail and follow through
Proactive & solution oriented
Time management skills
Adaptable
Organizational skills
Analytical Skills

Benefits & Perks:

As a member of the FH family you can expect a professional yet engaging, supportive and family like environment - our company started with 4 employees An organization that lives and breathes its DRIVER Values.

These are some of the benefits we provide:

Three weeks of paid vacation
Excellent Group Benefits plan
Group Retirement Plan with employer matching
Flexible and supportive Personal Days for employee or family illness, emergency etc
Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
Wellness Credit program
Personal and Professional programs that allow you to grow, learn and develop including ondemand elearning programs, Tuition reimbursement and Leadership development

Who are we?:

- .

Aimez-vous travailler avec des données? Vous considérez-vous comme une personne douée pour l'analyse? Reconnaissez-vous l'importance d'avoir le sens du détail?

Si « oui » est la seule réponse qui vous vient à l'esprit, vous pourriez être le prochain
administrateur ou la prochaine
administratrice des _feeds _
de données
bilingue à se joindre à la famille FH Continuez à lire pour voir si ce poste est celui qui vous convient

Remarques:
Ce poste peut être assumé en travail télétravail partout au Canada.

Cependant les heures de travail doivent être de 8 h 30 à 16 h 30, heure de l'Est, pour répondre aux besoins de la compagnie.

Cela dit, un écart de 30 minutes dans l'horaire peut être accordé.

Quelles seraient vos tâches principales?:

L'équipe des _feeds _de données d'assurance et d'investissement s'efforce de faire en sorte que les données de notre système soient complètes, précises, cohérentes et utiles.

Elle souhaite ainsi s'assurer que nos conseillères et conseillers, et notre personnel ont confiance en l'intégrité de ces données.

Pour atteindre ces objectifs d'équipe, la personne au poste d'administrateur ou d'administratrice des _feeds _de données aura les responsabilités suivantes:

- Être la principale personne-ressource