Office Manager
7 months ago
*Company Overview:* Wealthytod
.ca is a dynamic financia
services company dedicated
providin
- omprehensive
- nancial l
- racy and customi
financial solutions to indiv
- als and families. Our mission is to empower clients through education, expert advice, and t
lored finan
- l strategies. We specialize in li
- insurance, investments, mortgages, an
accounting services. W
- re committed to
- ping Canadians navigate their financial j
neys. *Position Summa
- Proactively follow up on pending cases to meet service standards.
- Ensure timely and compliant processing of policy issuance and settlements.
- Provide advisors with updates on policy cases and assist with solutions for potential issues.
- Respond to client inquiries regarding coverage and billing.
- Maintain electronic client files, ensuring all documents and paperwork are accurately logged.
- Provide backup support to team members during absences.
- Prepare annual commission reports for auditors.
- Perform other related duties and special projects as required. *Mortgage Agent Support:*
- Assist clients in gathering and verifying financial information to determine their borrowing capacity and mortgage product eligibility.
- Prepare accurate loan documents, ensuring all paperwork meets regulatory standards and company policies.
- Present and explain various mortgage options to clients, helping them select the best product for their financial needs.
- Monitor and manage rate locks to secure the most favorable rates for clients within the lock period.
- Minimum of 1 year of administrative experience, preferably in the financial services or insurance industry.
- Current valid LLQP license or must be in final stage of obtaining license, is nice to have.
- Level 2 Mortgage Agent License or in process of obtaining Level 2 license, is preferred.
- Knowledge of financial and insurance terminology and products.
- Proficiency in Microsoft Office Suite: Excel, Word, PowerPoint, and Outlook.
- Proven accurate data entry skills with strong attention to detail.
- Excellent organizational and time management skills.
- Ability to work independently while functioning effectively as a team player.
- Professional interpersonal and communication skills, both verbal and written.
- Ability to multi-task in a fast-paced and challenging environment.
- Post-secondary education is preferred but not required. *Skills Required:*
- Effective interpersonal and communication skills, both verbal and written.
- Excellent organizational and time management abilities.
- Self-motivation with the ability to problem-solve with limited supervision.
- Flexibility to work in a dynamic environment with changing priorities.
- Accurate data entry skills with a strong attention to detail. *Benefits:*
- Opportunity for professional development and advancement within the company.
- Hands-on training and mentorship.
- Engaging and supportive work environment. Job Types: Full-time, Permanent Pay: From $16.55 per hour Expected hours: 40 per week Schedule:
- 8 hour shift
- Day shift
- Monday to Friday Ability to commute/relocate:
- Etobicoke, ON M9W 6V1: reliably commute or plan to relocate before starting work (required) Experience:
- Administrative: 1 year (required)
- Financial services: 1 year (required) Licence/Certification:
- LLQP (preferred)
- Mortgage Agent Level 2 Licence (required) Work Location: In person
-
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