Office Coordinator

4 weeks ago


London, Ontario, Canada Financial Horizons Full time

Are you a detail-oriented and organized individual with excellent communication skills? Do you thrive in a fast-paced environment and enjoy providing exceptional customer service? We are seeking a highly motivated and service-oriented Office Administrator to join our team at Financial Horizons.

Key Responsibilities:

  • Provide exceptional customer service to clients, advisors, and internal stakeholders via phone, email, and in-person interactions.
  • Manage and maintain accurate and organized filing systems, both physical and digital.
  • Coordinate and facilitate office operations, including reception, mail distribution, and supply management.
  • Collaborate with colleagues and external partners to ensure seamless communication and service delivery.
  • Utilize technology, such as WealthServ, to efficiently manage and update records and documentation.
  • Meet and exceed Service Level Agreements (SLAs) and maintain a high level of productivity and efficiency.

Requirements:

  • Post-secondary degree, diploma, or related work experience.
  • Sound knowledge of insurance products and industry courses an asset.
  • Proven experience in customer service, preferably in the insurance/financial services industry.
  • Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
  • Experience with WealthServ an asset.

What We Offer:

  • A dynamic and supportive work environment with opportunities for growth and development.
  • A comprehensive benefits package, including group benefits, retirement plan, and wellness credit program.
  • Flexible and supportive personal days for employee or family illness, emergency, etc.
  • Reward and recognition programs that celebrate and reward impactful performance and life milestones.
  • Personal and professional development programs, including on-demand e-learning, tuition reimbursement, and leadership development.

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