Administrative Support Specialist

3 months ago

London, Ontario, Canada Financial Horizons Full time

Are you recognized for your exceptional communication skills? Do you thrive in a service-oriented environment and enjoy maintaining organization? If you find fulfillment in piecing together complex tasks, this opportunity may be for you.

As an Office Administrator & Inforce Specialist at Financial Horizons, you will embark on a rewarding career path with ample opportunities for advancement. Read on to discover the responsibilities and qualifications for this role.

Key Responsibilities:

  • Manage office reception for visitors, insurance representatives, and advisors.
  • Deliver outstanding customer service to clients and advisors through various communication channels.
  • Organize and distribute incoming and outgoing correspondence; maintain advisor documentation, including policies and transaction confirmations.
  • Conduct preliminary reviews of applications and advisor agreements.
  • Perform document scanning for applications, policies, and compliance requirements.
  • Ensure adequate inventory of office supplies.
  • Oversee documentation control for updates to carrier applications.
  • Act as a liaison for service requests between office management and the branch.
  • Foster effective communication with colleagues, insurance carriers, advisors, and clients.
  • Utilize back-office systems, including WealthServ, and insurance carrier platforms extensively.
  • Serve as a point of contact between advisors and insurance carriers.
  • Maintain an organized filing system for efficient retrieval of information.
  • Communicate with advisors regarding any missing documentation.
  • 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.
  • Meet or exceed established Service Level Agreements (SLAs).
  • Perform additional duties as assigned.

Required Qualifications:

  • A post-secondary degree, diploma, or relevant work experience.
  • Strong understanding of insurance products.
  • Completion of industry-related courses is advantageous.

Essential Competencies:

  • Service-oriented mindset.
  • Self-motivated and proactive.
  • Effective time management abilities.
  • Strong verbal and written communication skills.
  • Attention to detail and thoroughness.
  • Excellent organizational skills.
  • Ability to work collaboratively within a team.
  • Strong interpersonal skills.
  • Adaptability to changing circumstances.

Desired Experience:

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

Benefits and Perks:

At Financial Horizons, you will be part of a professional yet engaging environment that promotes support and collaboration. Our organization is built on strong values and offers a range of benefits, including:

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

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