Administrative Support Specialist - North York, Canada - QUALIFIED FINANCIAL SERVICES

QUALIFIED FINANCIAL SERVICES

Verified Company

North York, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

QFS 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 hard-working individual 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.

Critical Behaviors:

Ability to think through how to provide the best possible outcome for advisors' vs only relaying information.
Unmatched people skills with the ability to build and maintain excellent relationships.
Excellent written and verbal communication abilities; strong command of the English language.
Focused on outcomes with exceptional followthrough skills.
Exceptionally high sense of urgency
Strong listening skills and ability to slow down a conversation to be very clear on what is required.
Ability to be patient, flexible and dependable.

Responsibilities:

Broker Services & InForce:

Meticulously place and reconcile trade orders through the FundSERV platform.
Proactively manage transfers business activity by working closely with QFS carrier partners to ensure an efficient and smooth process and avoid any delays.

New Business:

Proactively manage underwriting activity by working closely with QFS carrier partners to ensure an efficient and smooth underwriting process and avoid any delays.
Carefully review policy contracts for accuracy, process, and issue to the advisor within the same business day
Efficiently review and process delivery requirements with a follow up to track receipt at the carrier level

General:

Negotiate with carrier partners to allow reasonable exceptions where applicable, and to provide alternate solutions to obtain a final resolution.
Effectively navigate various carrier partner websites to retrieve information and to assist advisors with inquiries.
Effectively perform frequent and regular follow ups in order to ensure all transactions are being handled in a timely manner.
Regularly update the backoffice system with updates and important details on the case
Providing a high level of customer service by communicating effectively both verbally and in writing form
Collaborate with the QFS business development team to problem solve by escalating roadblocks, escalating static cases or cases with unfavorable decisions.
Maintain a high level of accuracy, urgency, and critical thinking in every daytoday tasks.
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.
Adapts well to change and displays a high sense of urgency.
High school diploma or equivalent
Honest and ethical behavior
Excellent oral and written communication skills
High proficiency with Microsoft Office Suite
Exceptional organization, multitasking, prioritization, and time management skills