Individual Financial Services Administrator
4 weeks ago
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
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