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Administrative Coordinator

3 months ago

London, Ontario, Canada Financial Horizons Full time

Are you recognized for your exceptional communication skills? Do you possess a service-oriented mindset and thrive in an organized environment? If you find fulfillment in piecing together complex tasks, this opportunity may be ideal for you.

As an Office Administrator & Inforce Specialist at Financial Horizons, you will embark on a fulfilling career path with significant growth potential. Interested in learning more? Continue reading to discover the responsibilities and qualifications associated with this role.

Key Responsibilities:

  • Manage office reception duties for visitors, carrier representatives, and advisors.
  • Deliver outstanding customer service to clients and advisors through various communication channels, including phone, email, and in-person interactions.
  • Efficiently sort and distribute incoming and outgoing correspondence; maintain organized filing systems for advisor information, policies, and transaction confirmations.
  • Conduct preliminary reviews of applications and advisor contracts.
  • Scan and document applications, policies, delivery requirements, and other essential records.
  • Ensure adequate inventory of office supplies is maintained.
  • Oversee documentation control for revisions to carrier applications.
  • Act as a liaison for service requests between building management and the branch office.
  • Communicate effectively with colleagues, insurance carriers, advisors, and clients.
  • Utilize back office systems, including WealthServ, and navigate insurance carrier websites extensively.
  • Facilitate communication between advisors and insurance carriers.
  • Maintain an organized filing system for easy access and retrieval of documents.
  • Follow up with advisors regarding any missing information.
  • Ensure consistent communication and follow-up between carriers and advisors throughout the inforce process.
  • Provide clear and consistent updates to advisors.
  • Regularly update and maintain the WealthServ system with current information and documentation.
  • Strive to meet or exceed Service Level Agreements (SLAs).
  • Perform additional duties as assigned.

Required Qualifications:

  • Post-secondary degree, diploma, or relevant work experience.
  • Solid understanding of insurance products.
  • Industry-related courses are considered an asset.

Essential Competencies:

  • Service-oriented approach.
  • Self-motivated and proactive.
  • Strong time management abilities.
  • Excellent verbal and written communication skills.
  • Attention to detail and thorough follow-through.
  • Organizational proficiency.
  • Ability to work collaboratively within a team.
  • Strong interpersonal skills.
  • Adaptability to changing circumstances.

Preferred Experience:

  • Demonstrated experience in the insurance or financial services sector.
  • Proven background in customer service.
  • Familiarity with Microsoft Office applications, including Word, Excel, and Outlook.
  • Experience with WealthServ is advantageous.

Benefits and Perks:

At Financial Horizons, you can expect a professional yet engaging and supportive environment that embodies our core values. We offer a range of benefits, including:

  • Three weeks of paid vacation.
  • Comprehensive Group Benefits plan.
  • Group Retirement Plan with employer matching.
  • Flexible Personal Days for illness or emergencies.
  • Recognition programs that celebrate impactful performance and personal milestones.
  • Wellness Credit program.
  • Opportunities for personal and professional development, including e-learning programs, tuition reimbursement, and leadership training.