Strategic Financial Operations Coordinator
2 weeks ago
We are seeking a highly organized and detail-oriented Strategic Financial Operations Coordinator to join our team. This role will provide administrative support to our Wealth & Estate Planning Specialists, assisting with insurance planning and financial planning responsibilities.
Key ResponsibilitiesAdministrative Responsibilities (15%):
- Notify specialists of upcoming policy anniversaries, order in-force illustrations, arrange premium payments, and populate annual review templates.
- Input client data and documents into insurance tracking software with attention to detail and accuracy.
Insurance Planning Responsibilities (30%):
- Provide client life and living benefits illustrations.
- Prepare insurance applications for clients and follow up with clients through underwriting.
- Provide detailed technical insurance support to Wealth & Estate Planning Specialists.
- Reach out to clients with upcoming term renewals to discuss rewriting, converting, or terminating coverage.
- Work towards conducting annual policy reviews on simpler or mid-sized insurance plans.
Financial Planning Responsibilities (30%):
- Create financial plans as requested by Vancouver Wealth & Estate Planning Specialists.
- Liaise with clients to gather additional discovery data as needed and work towards presenting smaller plans.
Training, Support & Company Projects (25%):
- Provide ongoing supplemental support on financial planning software to Investment Advisors.
- Support Insurance Licensed Advisory teams as needed.
- Attend team meetings and assist with projects as required.
- Assist in larger team improvement projects as required.
- Actively work towards completing a BC Insurance Life License.
Required Skills and Qualifications:
- 2-4 years of similar or related administrative experience.
- Knowledge of the Wealth and Estate Planning industry is an asset.
- Experience in life and living benefits insurance is an asset.
- PFP/QAFP/CFP/Insurance license is an asset.
- Previous Dataphile/Equisoft/Conquest software experience would be an asset.
- Intermediate to advanced computer skills: good working knowledge of Microsoft Office.
Salary Range: $60,000 - $65,000 per year. In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
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