Individual Financial Services Administrator

4 weeks ago


Winnipeg, Canada People Corporation Full time

We are seeking a Individual Financial Services Administrator to join our Coughlin team in Winnipeg.

**The Individual Financial Services Administrator will**:

- Manage schedules, including coordinating meetings and appointments, including virtual (video) appointments.
- Perform other administrative tasks as needed, such as drafting documents and presentations and conducting research.
- Participate in Business Development activities such as researching potential clients and assisting with marketing campaigns.
- Prepare client reports and account activities for client meetings.
- Provide support to both the Consultant’s and clients’ day-to-day requests and other general office duties as required, such as telephone invoices & office expenses.
- Manage all client documentation and ensure client document deficiencies promptly, efficiently and effectively.
- Participate in special projects/assignments; perform other duties as required

**To be successful as a Individual Financial Services Administrator **with Coughlin & Associates, you will need**:

- 1-3 years of previous experience in a similar role
- Post-Secondary education
- Excellent communication skills, both written and verbal, with Bi-lingual highly desirable
- Proficiency in Microsoft Office Suite
- Experience in business development and client services
- Strong attention to detail and ability to multitask
- Strong interpersonal skills and ability to deal effectively with a variety of clients
- Excellent problem-solving & decision-making skills
- Ability to work independently and take initiative.
- Comfortable working in a fast-paced, dynamic environment
- Be a proactive self-starter with a positive attitude
- Experience within the financial services industry is an asset.
- Successful completion of the LLQP (Life License Qualification Program) is a bonus

**What's in it for you**: Learn by working alongside our experts

Extended health care and dental benefits

A retirement savings plan with company contributions

A suite of Health & Wellness offerings

Mental Health programs and support for you and your family

Assistance for the completion of industry designations

Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

About Coughlin & Associates Ltd.:
Across the country, thousands of Canadians rely on Coughlin & Associates Ltd. to design and administer their group medical, dental, disability, life insurance and pension benefits. Coughlin is a full-service benefits consultant and third party administrator. Our services include:
Group benefits consulting and plan marketing

Plan administration and correspondence

Claims adjudication and payment

Established in 1958, Coughlin & Associates Ltd. provides services to some of Canada’s most respected companies, unions and public service organizations



  • Winnipeg, Canada People Corporation Full time

    Job Description Life Benefits Solutions, a Division of People Corporation, is a Group Insurance & Retirement Broker servicing Indigenous employers across Canada. We specialize in designing programs that support the unique needs of indigenous and non-indigenous employees and employers. We are adding an Individual Financial Services Coordinator to our...


  • Winnipeg, Canada People Corporation Full time

    Job Description We are seeking a Individual Financial Services Coordinator to join our Coughlin team in Winnipeg . The ideal candidate will have 1-3 years of experience in a similar role and industry, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate...


  • Winnipeg, Canada People Corporation Full time

    We are seeking a Individual Financial Services Coordinator to join our Coughlin team in Winnipeg . The ideal candidate will have 1-3 years of experience in a similar role and industry, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate should also be comfortable...


  • Winnipeg, Canada People Corporation Full time

    We are seeking a Individual Financial Services Coordinator to join our Coughlin team in Winnipeg . The ideal candidate will have 1-3 years of experience in a similar role and industry, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate should also be comfortable...


  • Winnipeg, Canada Alpha Financial Services. Full time

    Job Summary We are a rapidly growing financial brokerage expanding in Winnipeg, and now expanding in Winnipeg Manitoba and Montreal. We are currently looking to bring on-board Financial Service Representative and Financial Planners to our positive and upbeat work environment. Financial Service Representatives provide clients with advice on financial...


  • Winnipeg, Canada Edmond Financial Group Full time

    **EDMOND FINANCIAL GROUP** is a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community — and our world — a better place. For more than thirty years, we have lived by the simple truth that people don’t care how much you know until they know how much you care. That is why we strive to...


  • Winnipeg, Canada Edmond Financial Group Full time

    **EDMOND FINANCIAL GROUP** is a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community — and our world — a better place. For more than thirty years, we have lived by the simple truth that people don’t care how much you know until they know how much you care. That is why we strive to...


  • Winnipeg, Canada AAR Financial Full time

    We are looking for a self motivated,organized individual to assist our credit department in handling files related to customers who have made assignments in bankruptcy or consumer proposals. Your responsibilities would include: - assisting in the processing and organizing of customer files where an assignment in bankruptcy or consumer proposal has been...


  • Winnipeg, Canada LP Financial Services Full time

    **Company Description** LP Financial Planning Services Ltd is a Winnipeg based CIRO dealer that has been supporting financial advisors for over three decades and continually strives to integrate industry leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow...


  • Winnipeg, Canada AAR Financial Inc. Full time

    Education: - Expérience: **Education**: - Secondary (high) school graduation certificate **Tasks**: - Evaluate daily operations - Identifying and investigating compliance issues - Plan and control budget and expenditures - Plan and organize daily operations - Hire, train, direct and motivate staff - Establish and implement policies and procedures for...


  • Winnipeg, Canada AAR Financial Inc. Full time

    Education: Secondary (high) school graduation certificateExperience: 1 year to less than 2 yearsTasksEvaluate daily operations Identifying and investigating compliance issuesPlan and control budget and expendituresPlan and organize daily operationsHire, train, direct and motivate staffEstablish and implement policies and procedures for accounting and...


  • Winnipeg, Canada AAR Financial Inc. Full time

    Education: Expérience: EducationSecondary (high) school graduation certificateTasksEvaluate daily operations Identifying and investigating compliance issuesPlan and control budget and expendituresPlan and organize daily operationsHire, train, direct and motivate staffEstablish and implement policies and procedures for accounting and financial...

  • Financial Accountant

    1 month ago


    Winnipeg, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...


  • Winnipeg, Canada LP Financial Services Full time

    Company Description LP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow...


  • Winnipeg, Canada LP Financial Services Full time

    Company Description LP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow...

  • Financial Accountant

    1 month ago


    Winnipeg, Manitoba, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...


  • Winnipeg, Canada Thrive Community Support Circle Full time

    Job Title**:Financial Administrator** Department: Administration Reports To: Executive Director Status: Permanent Full time Work Hours: Monday to Friday **Purpose and Accountability**: In keeping with the mission of the agency, reporting to the Executive Director, and working in cooperation and consultation with the management team, finance committee, staff...


  • Winnipeg, Canada AAR Financial Full time

    Meet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. - Research and evaluate the loan applicant’s financial status, references, credit history, and ability to repay the loan. - Maintain an active knowledge of loan products including continuous training on those products. - Utilize professional...


  • Winnipeg, Canada AAR Financial Full time

    AAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in-house training for all positions as well as incentive/benefits packages! **Summary** Responsible for providing exceptional customer service and promoting the business of AAR **Main Responsibilities** - Maintain absolute...


  • Winnipeg, Canada Dental Clinic Administrator Central WinnipegWest End Full time

    **Job Description:Dental Clinic Administrator FT** **Salary: Range according to years of experience in applicable field, Dental Assistant Licesnse, Registered with Manitoba Dental Association** **$24- 30 hourly Registered/Certified Dental Assistant, based on qualifications and experience, (expect less if years of Canada Work Experience and or...