Administrative Assistants-Temp-Legal

2 weeks ago

Kemptville, Canada CI Financial Full time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. Coordinate Advisor planning team meetings • Ongoing training and self-study (modules, admin training meetings, sales meetings and team meetings) • Advisor community involvement (meeting prep, events, calendar, mass emails and social media) Answering client inquires (email and phone) and problem solving • Maintain client information (statements, income tax information, outside investments, etc.) • Client service transactions (purchases, redemptions, address change, beneficiary change, name and ownership changes, cash surrenders, banking changes, policy loans, death claims, etc.) • Sit in client meetings as needed to assist and note taking Life Insurance Illustrations • Meeting notes (record and save into client data folder) • Complete paperwork and submit to head office for processing (forms and applications) • Scan and save necessary documents into the client data folder • Office project assignment (research, templates, business development) • Maintaining client Database (Navigator) • Monitor Life Insurance premiums to come due • Researching leads that come into the office and networking with advisor • Pending life insurance follow up – daily • CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Training Reimbursement · Corporate Discount Program · Parental Leave Top–up program · We are focused on building a diverse and inclusive workforce. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.

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