Individual Investments Support Specialist

1 month ago

Saskatoon, Canada TIPI Group of Companies Full time

TIPI Insurance Partners

**Individual Investments Support Specialist**, Full Time Permanent Saskatoon SK

**The Opportunity**

TIPI Insurance Partners is looking for a highly organized and motivated Individual Investments Support Specialist to join our team in Saskatoon. If you thrive in a fast-paced, collaborative environment and are passionate about administrative support in the insurance industry, this could be the perfect role for you. You will play a key role in managing client accounts, assisting with documentation, and supporting individual account executives. With a clear path for growth, this position offers opportunities to develop your skills and advance toward becoming a licensed Account Executive specializing in individual investment products.

**Job Duties and Tasks**
- Pre-fill and review individual investment forms to ensure accuracy and completeness of client information.
- Proactively follow up with clients to gather missing documentation and provide updates on account status.
- Collaborate with individual account executives to ensure efficient account management and smooth processing.
- Assist in resolving discrepancies in investment accounts and work with clients and account executives to reconcile issues.
- Identify and implement process improvements to streamline documentation and enhance client communication.

**Your Skills**
- Detail-oriented with the ability to manage multiple tasks and priorities
- Strong organizational and communication skills
- A natural relationship builder
- Knowledgeable of Indigenous Culture and Communities
- Knowledge in Individual Investment Products is an asset

**Your Ideal Qualifications**
- You are a team player, client focused and willing to try new things.
- You have experience working with client documentation, data entry, and handling sensitive information with confidentiality.

**What we Offer**
- Competitive Salary
- Group Benefits and Pension
- Growth and Training

Our office is conveniently located in Muskeg Lake Cree Nation Urban Reserve.

Pay: From $40,000.00 per year

**Benefits**:

- Company pension
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Vision care

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Saskatoon, SK S7N 3A8: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

- Do you have experience working with Indigenous companies, populations or communities?
- Are you familiar with handling client documentation, data entry, and maintaining confidentiality? Please provide an example of how you've managed this in previous roles.

**Education**:

- Secondary School (preferred)

**Experience**:

- insurance industry: 1 year (preferred)
- Individual Investments or similar role: 1 year (preferred)

Work Location: In person

Application deadline: 2024-11-29

  • Individual Investments Support Specialist

    2 days ago

    Saskatoon, Canada TIPI Group of Companies Full time

    TIPI Insurance Partners **Individual Investments Support Specialist**, Full Time Permanent Saskatoon SK **The Opportunity** TIPI Insurance Partners is looking for a highly organized and motivated Individual Investments Support Specialist to join our team in Saskatoon. If you thrive in a fast-paced, collaborative environment and are passionate about...

  • Junior Investment Analyst, Investment Services

    2 months ago

    Saskatoon, Canada Saskatchewan Teachers Federation Full time

    Department Investment Services Location Saskatoon - Head Office Position Type Temporary Full Time Salary $59,676.39 - $77,592.69 Date 2024.10.08 Description **Our purpose** The Saskatchewan Teachers’ Federation has advanced the interests of teachers and advocated for excellence in public education for more than 80 years. We are a professional...

  • Support Specialist

    1 month ago

    Saskatoon, Saskatchewan, Canada Itracks Full time

    Key Responsibilities: As a Casual Support Specialist at itracks, you will provide software and client support for our proprietary applications. You will serve as a liaison between external project participants and our Operations Department, reporting feedback from participants to the software development team. Additionally, you will respond to participant...

  • Investment Operations Analyst

    3 months ago

    Saskatoon, Canada Saskatchewan Teachers Federation Full time

    Department Investment Services Location Saskatoon - Head Office Position Type Full Time Salary $91,582.40 - $110,965.40 Date 2024.09.11 Description **Our purpose** The Saskatchewan Teachers’ Federation has advanced the interests of teachers and advocated for excellence in public education for more than 80 years. We are a professional...

  • Investment Associate

    6 months ago

    Saskatoon, Canada Wellington-Altus Full time

    Investment Associate Location: This position will be based out of our Saskatoon office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and...

  • Team Lead, Individual Sales

    1 month ago

    Saskatoon, Canada Saskatchewan Blue Cross Full time

    Saskatchewan Blue Cross®, one of Saskatchewan’s Top Employers, is currently recruiting for a full-time permanent _Team Lead, Individual Sales_ to join our team in the Individual Product & Sales department. This position offers the flexibility to be in-office or participate in hybrid options in our Saskatoon or Regina office locations. **JOB...

  • Support Specialist

    2 months ago

    Saskatoon, Saskatchewan, Canada beBee Professionals Full time $35,000 - $45,000

    We are looking for a Support Specialist to join our team at beBee Professionals. In this role, you will be responsible for providing support to our customers, helping them with inquiries and resolving any issues they may encounter.Key Responsibilities:Handle customer inquiries via phone, email, and chat.Provide information about our products and...

  • Manager, Individual Sales

    2 months ago

    Saskatoon, Canada Saskatchewan Blue Cross Full time

    Saskatchewan Blue Cross®, one of Saskatchewan’s Top Employers, is currently recruiting for a full-time permanent _Manager, Individual Sales_ to join our team in the Individual Sales department. This position offers the flexibility to be in-office or participate in hybrid options in our Saskatoon or Regina office. **JOB FUNCTION** Reporting to the...

  • Support Specialist for the Deafblind Community

    1 month ago

    Saskatoon, Saskatchewan, Canada CNIB Deafblind Community Services Full time

    Job Title: Specialist IntervenorAbout the Role:We are seeking a highly skilled and compassionate Specialist Intervenor to join our team at CNIB Deafblind Community Services. As a Specialist Intervenor, you will play a vital role in empowering individuals who are Deafblind to maximize their independence and engagement with the world around them.Key...

  • Office Support Specialist

    2 months ago

    Saskatoon, Saskatchewan, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a highly organized and detail-oriented Office Support Specialist to join our team at beBee Professionals in Saskatoon. As an Office Support Specialist, you will be responsible for ensuring the smooth day-to-day operations of our office. This includes handling administrative tasks, managing office correspondence, and maintaining accurate...

  • Disability Support Worker

    6 months ago

    Saskatoon, Canada Choice.Passion.Life. Support Services INC. Full time

    **About Us**:Choice.Passion.Life. Support Services INC.** is a community-based **Not-for-Profit** agency that is dedicated to developing collaborative community partnerships in support of individuals living with developmental, cognitive, physical, or mental health disabilities. Our mission is to empower and engage our supported individuals in a community...

  • Casual Disability Support Worker

    6 months ago

    Saskatoon, Canada Choice.Passion.Life. Support Services INC. Full time

    Choice.Passion.Life. Support Services INC. is a community based Not-for Profit agency that is dedicated to developing collaborative community partnerships in support of individuals living with developmental, cognitive, physical, or mental health disabilities. Choice.Passion.Life. Support Services INC's mission is to empower and engage our supported...

  • Office Support Specialist

    4 weeks ago

    Saskatoon, Saskatchewan, Canada Two Men And A Truck Full time

    We are seeking a highly organized and detail-oriented Office Support Specialist to join our team at A & K Tiles & Drywall Ltd.About the RoleThis is an excellent opportunity for a motivated individual to provide administrative support to our office operations. As an Office Support Specialist, you will be responsible for ensuring the smooth day-to-day...

  • Part-time Disability Support Worker

    6 months ago

    Saskatoon, Canada Choice.Passion.Life. Support Services INC. Full time

    Choice.Passion.Life. Support Services INC. is a community based Not-for Profit agency that is dedicated to developing collaborative community partnerships in support of individuals living with developmental, cognitive, physical, or mental health disabilities. Choice.Passion.Life. Support Services INC's mission is to empower and engage our supported...

  • Full-time Supported Independent Living Community

    6 months ago

    Saskatoon, Canada Choice.Passion.Life. Support Services INC. Full time

    Choice.Passion.Life. Support Services INC. is a community based Not-for Profit agency that is dedicated to developing collaborative community partnerships in support of individuals living with developmental, cognitive, physical, or mental health disabilities. Choice.Passion.Life. Support Services INC's mission is to empower and engage our supported...

  • Casual Disability Support Worker

    3 months ago

    Saskatoon, Canada Choice.Passion.Life. Support Services INC. Full time

    Choice.Passion.Life. Support Services INC. is a community based Not-for Profit agency that is dedicated to developing collaborative community partnerships in support of individuals living with developmental, cognitive, physical, or mental health disabilities. Choice.Passion.Life. Support Services INC's mission is to empower and engage our supported...

  • Administrative Support Specialist

    4 weeks ago

    Saskatoon, Saskatchewan, Canada Jasmine Restaurant LTD Full time

    Jasmine Restaurant LTD is seeking an Administrative Support Specialist to join our team.Job Description:We are looking for a highly organized and detail-oriented individual to provide administrative support to our team. As an Administrative Support Specialist, you will be responsible for coordinating seminars, conferences, and other events, as well as...

  • Administrative Support Specialist

    2 months ago

    Saskatoon, Saskatchewan, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at beBee Professionals in Saskatoon. As an Administrative Support Specialist, you will be responsible for providing administrative support to our office operations, ensuring that our office runs efficiently and smoothly.Key Responsibilities:Provide...

  • Part-time Disability Support Worker

    6 months ago

    Saskatoon, Canada Choice.Passion.Life. Support Services INC. Full time

    Choice.Passion.Life. Support Services INC. is a community based Not-for Profit agency that is dedicated to developing collaborative community partnerships in support of individuals living with developmental, cognitive, physical, or mental health disabilities. Choice.Passion.Life. Support Services INC's mission is to empower and engage our supported...

  • Executive Support Specialist

    3 weeks ago

    Saskatoon, Saskatchewan, Canada Divine roadline Ltd. Full time

    Are you looking for a challenging and rewarding role as an administrative support specialist? Do you have excellent communication skills, attention to detail, and the ability to multitask?About the RoleWe are seeking an experienced executive support specialist to join our team at Divine Roadline Ltd. in a permanent position. The successful candidate will be...