Benefits Management Coordinator
4 days ago
Selectpath Benefits & Financial Inc. is a professional organization dedicated to delivering expert benefits and financial services.
\Our Expert Team
\- \
- specializes in benefits and pensions, financial planning, and human resources management\
- offers a hands-on approach to achieving both short and long-term goals\
Job Description
\You'll provide crucial support to the Practice Advisor and clients by managing data, reporting, and analysis related to group benefits products.
\Responsibilities
\- \
- Manage various administrative tasks such as drafting Advisor client correspondence, maintaining files, and updating the database\
- Work closely with Benefits Associates and Advisors to enhance the client experience\
Requirements
\- \
- Working knowledge of Group Benefits is an asset\
- Proficiency in MS Office (Outlook, Word, Excel, PowerPoint) and experience with Goldmine or CRM systems is advantageous\
- Advanced knowledge and application of MS suite of products (Outlook, Word, Excel, and PowerPoint)\
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