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Kitchener

    Processing Administrator - Kitchener, Canada - Financial Horizons Group

    Financial Horizons Group
    Financial Horizons Group Kitchener, Canada

    4 weeks ago

    Default job background
    TEMPORARY
    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?
    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

    What qualifications are required?
    College diploma, university degree, or equivalent experience
    Industry courses would be an asset
    Bilingual in French and English is an asset

    What competencies are required?
    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

    What should your experience look like?
    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

    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:
    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

    Who are we?


    Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada.

    We are headquartered in Kitchener, Ontario, and have offices across the country.

    There is a lot more to us under the 'Our Story' section, but we're trying to keep it short here.

    If you've read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application :
    )
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