- Liaison between the advisor and insurance carrier
- Communicates effectively with colleagues, insurance carriers, advisors and clients
- Works extensively with back office systems, WealthServ, as well as insurance carrier websites
- Meet/exceed advisor SLAs (Service Level Agreements)
- Retrieve and maintain incoming email within the investment inbox
- Full scrubbing of received applications to ensure all required detail is included
- Communicates with advisors to obtain missing information and/or signatures required on investment applications
- Application entry into the WealthServ system
- Completes transactions/trades on WealthServ
- Email wire order confirmation to BOC for application submission
- Transfer follow ups Ongoing updates to ensure current data is captured in the WealthServ system
- Perform other duties as assigned
- College diploma, university degree, or equivalent experience
- Industry courses would be an asset
- Bilingual in French and English is an asset
- Service oriented
- Self-starter and self-motivated
- Time management skills
- Ability to multi-task and prioritize work in a fast paced environment
- Verbal and written communication skills
- Attention to detail
- Customer service
- Organizational skills
- Teamwork, collaboration, and interpersonal skills
- Adaptability
- Proven experience in the insurance/financial services industry
- Proven experience in customer service
- Proven experience with Microsoft programs such as Word, Excel and Outlook
- Experience in WealthServ an asset
- Sound knowledge of investments and insurance products, as required
- 3 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 on-demand e-learning programs, Tuition reimbursement and Leadership development
Processing Administrator – Investment Products - Ottawa, Canada - Financial Horizons
Description
Are you a strong communicator with service oriented skills? Do you have a tendency to look over documents ensuring everything is in its place? Has a career at an organization meant more to you than just a job?
If you've been nodding 'yes' to these questions as you read them, then you may be the next Processing Administrator at the FH family Before applying, read a little more below and see if this role checks off a few more boxes for you.
Note: This role is supported by a flexible work arrangement.
What will you be doing in this role?
What qualifications are required?
What competencies are required?
What should your experience look like?
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: