Processing Administrator
4 weeks ago
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 **hybrid work arrangement.**:
- This role could report in any of our Ottawa, Toronto, Burlington, Kitchener, or Kingston offices
**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
- Market leading 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? **:
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