Investment Specialist

3 weeks ago

Kingston, Canada QUALIFIED FINANCIAL SERVICES Full time

**Job description**

QFS is a rapidly growing, full-service Managing General Agency specializing in Life Insurance and Wealth Management products. Our head office is located in Toronto, and we have additional offices in Markham, Barrie, Kingston, Ottawa, Montreal, Saint John and Halifax, and we continue to grow We are committed to providing the best support possible to our Advisors and pride ourselves as being innovative, passionate industry leaders in this regard. We offer a flexible, positive and rewarding place to work with considerable opportunity for career advancement.

**About you**:
You are a positive, diplomatic and hard working individual who takes pride in your organizational skills. You thrive within a fast-paced working environment, where you successfully manage a high volume of cases at any given time. You are talented at multi-tasking under pressure, without feeling overwhelmed. You are an independent, motivated, and a passionate administrator who can operate independently and within a team. Your attention to detail is strong and your accuracy is precise. You enjoy working in a supportive role where you can build trusted relationships and provide excellent customer service.

**Responsibilities**:

- Effectively navigate various carrier partner websites to retrieve information and to assist advisors with inquiries
- Order and track inventory of required marketing materials and manage InSite intranet supply page
- Meticulously place and reconcile trade orders through the FundSERV platform
- Proactively manage transfers business activity by working closely with QFS carrier partners to ensure an efficient and smooth process and avoid any delays
- Negotiate with carrier partners to allow reasonable exceptions where applicable, and to provide alternate solutions to obtain a final resolution.
- Effectively perform frequent and regular follow ups in order to ensure all transactions are being handled in a timely manner
- Regularly update the back-office system with updates and important details on the case
- Providing a high level of customer service by communicating effectively both verbally and in writing form
- Collaborate with the QFS business development team to problem solve by escalating road blocks
- Maintain a high level of accuracy, urgency, and critical thinking in every day-to-day tasks
- Special projects as assigned by management from time to time

**Capabilities**:

- Prior customer service or administration experience
- High energy level with excellent written and verbal communications skills
- Independent and motivated self-starter that can operate effectively as a team player
- Enjoys working with and helping people
- Adapts well to change and displays a high sense of urgency
- High school diploma or equivalent
- Honest and ethical behaviour
- Excellent oral and written communication skills
- High proficiency with Microsoft Office Suite
- Exceptional organization, multi-tasking, prioritization, and time management skills

**Job Types**: Full-time, Permanent

**Salary**: From $45,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Work from home

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- Administrative experience: 3 years (required)

Work Location: Hybrid remote in Kingston, ON K7M 7P6

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