Individual Financial Services Coordinator

2 weeks ago

Burnaby, Canada People Corporation Full time

We are adding an Individual Financial Services Coordinator to our growing team of enthusiastic high achievers dedicated to creating a positive client experience. The individual in this role will actively contribute to the success of Eagle Bay Financial by providing administrative support to our Individual Financial Services team.

**The Individual Financial Services Coordinator will**:

- Assist in the preparation of existing and new client documents for various insurance carriers for the Individual Financial Services team.
- Preparation of withdrawal paperwork for members within our group retirement programs.
- Group retirement plan death claims administration support
- Perform other administrative tasks as needed, such as conducting research for other client retirement assets.
- Monitor and follow-up on outstanding documents for the Individual Financial Services Team.
- Maintain client files with notes for all transactions and interactions for individual financial services clients.
- Provide administrative support for individual insurance clients where necessary.
- Support Individual Financial Services team in periodic marketing campaigns and various client communication strategies.
- Other duties as assigned.

**What you need to be successful in this role**:

- Have experience in Individual Financial Services is an asset
- A passion for customer service
- Excellent communication skills, both written and verbal
- Strong attention to detail and ability to multi-task
- Strong interpersonal skills and ability to deal effectively with a variety of clients
- Excellent problem-solving and decision-making skills
- Ability to work independently and take initiative
- Comfortable working in a fast-paced, dynamic environment
- Be proactive self-starter with a positive attitude
- Team engagement and responsiveness with our clients and partners
- Proficiency with the MS Office suite of products

**What’s in it for you**:

- Have an impact in the communities we serve
- Participate in our contributions towards Truth and Reconciliation
- Learn by working & collaborating alongside our existing team of experts
- Employee benefit and retirement programs are provided
- Competitive compensation
- A fun, flexible and productive work environment

Eagle Bay Financial is an independent advisory firm specializing in group benefits and retirement plans for Indigenous communities across BC, Alberta, and Yukon. Established in 2002, the firm partners with leading Canadian insurers to deliver culturally informed, competitive solutions. Headquartered in Vancouver, Eagle Bay is known for its deep understanding of tax exemption policies, commitment to preserving inherent rights, and exceptional client service.

The base salary range for this position is $50,000 - 65,000 per annum. Details of the total compensation package will be shared during the interview process.

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