Individual Investments Support Specialist

6 days ago

Saskatoon, Canada TIPI Group of Companies Full time

TIPI Insurance Partners

**Individual Investments Support Specialist**, Full Time Permanent Saskatoon SK

**The Opportunity**

TIPI Insurance Partners is looking for a highly organized and motivated Individual Investments Support Specialist to join our team in Saskatoon. If you thrive in a fast-paced, collaborative environment and are passionate about administrative support in the insurance industry, this could be the perfect role for you. You will play a key role in managing client accounts, assisting with documentation, and supporting individual account executives. With a clear path for growth, this position offers opportunities to develop your skills and advance toward becoming a licensed Account Executive specializing in individual investment products.

**Job Duties and Tasks**
- Pre-fill and review individual investment forms to ensure accuracy and completeness of client information.
- Proactively follow up with clients to gather missing documentation and provide updates on account status.
- Collaborate with individual account executives to ensure efficient account management and smooth processing.
- Assist in resolving discrepancies in investment accounts and work with clients and account executives to reconcile issues.
- Identify and implement process improvements to streamline documentation and enhance client communication.

**Your Skills**
- Detail-oriented with the ability to manage multiple tasks and priorities
- Strong organizational and communication skills
- A natural relationship builder
- Knowledgeable of Indigenous Culture and Communities
- Knowledge in Individual Investment Products is an asset

**Your Ideal Qualifications**
- You are a team player, client focused and willing to try new things.
- You have experience working with client documentation, data entry, and handling sensitive information with confidentiality.

**What we Offer**
- Competitive Salary
- Group Benefits and Pension
- Growth and Training

Our office is conveniently located in Muskeg Lake Cree Nation Urban Reserve.

Pay: From $40,000.00 per year

**Benefits**:

- Company pension
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Vision care

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Saskatoon, SK S7N 3A8: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

- Do you have experience working with Indigenous companies, populations or communities?
- Are you familiar with handling client documentation, data entry, and maintaining confidentiality? Please provide an example of how you've managed this in previous roles.

**Education**:

- Secondary School (preferred)

**Experience**:

- insurance industry: 1 year (preferred)
- Individual Investments or similar role: 1 year (preferred)

Work Location: In person

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