Processing Administrator

4 months ago

Winnipeg, Canada Financial Horizons Group Full time

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 **flexible work arrangement.**

**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
- 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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