Processing Administrator

3 weeks ago

Kitchener, Canada Financial Horizons Group Full time

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)
- Application entry into the WealthServ system
- Completes transactions/trades on WealthServ
- 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? **:

  • Property Administrator

    3 days ago

    Kitchener, Canada Thresholds Homes and Supports Full time

    Thresholds Homes and Supports Inc. is a community-based agency that promotes recovery and improved quality of life for people who are experiencing mental health and addiction issues by providing affordable housing and individualized, flexible support services through our wide-ranging programs offered throughout Waterloo Region and Wellington County. Our...

  • Administrative Assistant

    4 weeks ago

    Kitchener, Canada Conestoga College Full time

    **Requisition Details**: - **Job Title**:Administrative Assistant**: - **Requisition #**:24-0198**: - **Campus**: Doon - **Department**: School of Interdisciplinary Studies - **Payband**: E - **Starting Rate**: $27.81 - **Payband Range**: $27.81 - $32.24 - **Hours/Week**: 35 - **Posting Date**: Thursday, February 1, 2024 - **Closing Date**: Thursday,...

  • Bookkeeper/mortgage Administrator

    4 weeks ago

    Kitchener, Canada CapGap Mortgage Trust Full time

    **About us** CapGap Mortgage Trust is a mutual fund trust (MFT) that was formally launched March 23rd, 2023. It is an exempt market security that enables investors to purchase units in 1 or more of our 3 unit classes that provides mortgage funding for borrowers, secured against residential and multi-family commercial properties. Through our corporation,...

  • Administrative Officer

    4 weeks ago

    Kitchener, Canada Onkar Foods & Spices Inc Full time

    Education: Secondary (high) school graduation certificate - Experience: Will train **Tasks**: - Review, evaluate and implement new administrative procedures - Delegate work to office support staff - Establish work priorities and ensure procedures are followed and deadlines are met - Carry out administrative activities of establishment - Administer policies...

  • Dental Administrator

    1 month ago

    Kitchener, Canada Dr. Johnny Hung DPC Full time

    part time position for dental administration available - scheduling patient appointments and follow-ups, filing and updating charts, submitting dental insurance claims - processing invoices and collecting payments - willing to provide on-site training; a good opportunity for those interested in dental administration - fluency in English and basic computer...

  • Administrative Assistant

    1 day ago

    Kitchener, Canada Conestoga College Full time

    Requisition Details **Job Title**: **Administrative Assistant (2 Vacancies)** **Requisition #**: **23-429** **Campus**: Doon **Department**: School of Business **Payband**: E **Starting Rate**: $26.47 **Payband Range**: $26.47 - $30.69 **Posting Date**: Thursday, March 30, 2023 **Closing Date**: Sunday, April 9, 2023 at 11:59 PM...

  • Office Administrator

    4 days ago

    Kitchener, Canada Homestead Land Holdings Full time

    About Homestead Land Holdings Limited Founded in Kingston in 1954, Homestead Land Holdings Limited has grown to become one of Canada’s largest and most respected owners of multi-residential apartment buildings. The founding principles of the company are still in place today, which are to provide residents with affordable, secure housing with a standard of...

  • Administrative Assistant

    1 month ago

    Kitchener, Canada Conestoga College Full time

    **Requisition Details**: - **Job Title**:Administrative Assistant (Contract)**: - **Requisition #**:24-0376**: - **Campus**: Doon - **Department**: School of Business - **Payband**: E - **Starting Rate**: $27.81 - **Payband Range**: $27.81 - $32.24 - **Hours/Week**: 35 - **Posting Date**: Tuesday, March 26, 2024 - **Closing Date**: Tuesday, April 9, 2024...

  • Accounting Clerk/office Administrator

    4 days ago

    Kitchener, Canada Ontario Die International Full time

    Founded in 1923 as a family-owned single plant operation, Ontario Die International (ODI) has developed into the world’s leading manufacturer of quality cutting dies for the automotive industry. Today ODI serves industries around the globe, with operations in Canada, the United States, Mexico, and the Czech Republic. Our Kitchener Corporate Headquarters...

  • office administrator

    4 days ago

    Kitchener, Canada Road Range carrier Full time

    Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsExperience: 7 months to less than 1 yearTasksReview and evaluate new administrative procedures Establish work priorities and ensure procedures are followed and deadlines are metCarry out administrative activities of establishmentAdminister policies and...

  • Administration Officer

    4 weeks ago

    Kitchener, Canada Pacific Go INC. Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years **Tasks**: - Establish work priorities and ensure procedures are followed and deadlines are met - Carry out administrative activities of establishment - Administer policies and procedures related to the release of records in processing requests under...

  • office administrator

    7 days ago

    Kitchener, Canada Road Range carrier Full time

    Education: Expérience: EducationCollege, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsTasksReview and evaluate new administrative procedures Establish work priorities and ensure procedures are followed and deadlines are metCarry out administrative activities of establishmentAdminister policies and procedures...

  • Administrative Clerk

    1 month ago

    Kitchener, Canada Independent Living Waterloo Region Full time

    **ADMINISTRATIVE CLERK** **JOB DESCRIPTION** The Administrative Clerk will support the Attendant Services Program Manager with various administrative tasks, primarily with**French**. **JOB RESPONSIBILITIES** - Assists with data entry using AlayaCare (scheduling program) such as consumer Care Plans - Assists with the Training Process by creating...

  • Administrative Clerk

    1 month ago

    Kitchener, Canada Independent Living Waterloo Region Full time

    **ADMINISTRATIVE CLERK** **JOB DESCRIPTION** The Administrative Clerk will support the Attendant Services Program Manager with various administrative tasks. **JOB RESPONSIBILITIES** - Assists with data entry using AlayaCare (scheduling program) such as consumer Care Plans - Assists with the Training Process by creating educational videos for employees -...

  • Administrative Assistant

    4 weeks ago

    Kitchener, Canada Commercial Moving Services Full time

    **KEY ACCOUNTABILITIES**: - Work closely with our management team to ensure the efficiency of business processes - Liaising with clients to maintain a superior level of client service and open communication - Reception - Assist with day-to-day bookkeeping tasks and data entry - Handling Accounts Receivable/Accounts Payable, collecting receipts and...

  • office administrator

    7 days ago

    Kitchener, Canada NEXTREME CONSULTANCY INC. Full time

    Education: Expérience: EducationSecondary (high) school graduation certificateWork settingConsulting firmTasksReview and evaluate new administrative procedures Delegate work to office support staffEstablish work priorities and ensure procedures are followed and deadlines are metCarry out administrative activities of establishmentAdminister policies and...

  • office administrator

    2 days ago

    Kitchener, Canada NEXTREME CONSULTANCY INC. Full time

    Education: Secondary (high) school graduation certificateExperience: 1 year to less than 2 yearsWork settingConsulting firmTasksReview and evaluate new administrative procedures Delegate work to office support staffEstablish work priorities and ensure procedures are followed and deadlines are metCarry out administrative activities of establishmentAdminister...

  • Bookkeeper/administrative Assistant

    1 month ago

    Kitchener, Canada essential image Full time

    We are seeking an experienced Administrative Assistant to join our team. Quickbooks Experience is required. Responsibilities: - Perform account reconciliations - Assist with tax preparation - Help with budgeting and forecasting - Perform bank reconciliations - Type accurately at least 10 key strokes per minute - Assist with payroll processing - Process...

  • Payroll and HR Administration

    1 month ago

    Kitchener, Canada Hendrix Genetics Full time

    **Your Role** The Payroll & HR Administrator is responsible for the timely and accurate processing of all functions related and integrated with payroll. Working for the operating companies in Canada, this role requires a high level of professionalism and confidentiality due to the sensitive nature of the work performed. The role requires a high level of...

  • Receptionist/administrative Assistant

    1 month ago

    Kitchener, Canada Tri City Plumbing Inc. Full time

    Tri City Plumbing and Tri City Heating and Cooling is looking to add a new member to the team! We are looking to add on a part-time office admin/assistant **What the Job will look like** - invoicing/billing - organizing - scheduling - filing - answering and routing phone calls - spread sheets - **Other duties include**: - Work on special tasks and...