Administrator
2 weeks ago
Qualified Financial Services is a rapidly growing, full-service Managing General Agency specializing in Life Insurance and Wealth Management products. Our head office is located in Toronto and we have additional offices in Markham, Barrie, Kingston, Ottawa, Montreal, Saint John and Halifax and we continue to grow We are committed to providing the best support possible to our Advisors and pride ourselves as being innovative, passionate industry leaders in this regard. We offer a flexible, positive and rewarding place to work with considerable opportunity for career advancement.
**About you**:
You are a positive, diplomatic and high energy individua who takes pride in your organizational skills. You thrive within a fast-paced working environment, where you successfully manage a high volume of cases at any given time. You are talented at multi-tasking under pressure, without feeling overwhelmed. You are an independent, motivated, and a passionate administrator who can operate independently and within a team. Your attention to detail is strong and your accuracy is precise. You enjoy working in a supportive role where you can build trusted relationships and provide excellent customer service.
**Responsibilities**:
- Accurately add and maintain advisor contracting, licensing and E&O information on company’s internal system.
- Downloading and handling commission statement process
- Oversee debt collection process including regularly monitoring current debts at the carrier partner level and reviewing and investigating each debt to determine the appropriate action
- Work closely with the accounting and contracting/commission team on a number of tasks, projects and requests
- Provide back up to the contracting and commissions team as necessary
- Assists with various assigned projects from time to time.
- Warmly greet and welcome office visitors and assist them appropriately
- Respond to all incoming calls in a timely, friendly, and professional manner and accurately redirect calls and relay messages as necessary
- Promptly open and distribute all incoming mail both internally and externally, and prepare all outgoing mail on a daily basis
- Manage the office meeting rooms including scheduling, maintaining tidiness, and ensuring there are no scheduling conflicts
- Perform other miscellaneous duties such as photocopying, scanning, faxing and ordering of supplies as required
- Special projects requested by the leadership team from time to time
**Qualifications**:
- Previous experience in a commissions related role is an asset
- Proficiency in the Microsoft suite of products
- Masterful at managing multiple priorities and changing priorities
- Strong communication skills; the ability to think ahead and proact vs only react
- Solid organizational skills with a strong ability to meet deadlines
- Exceptional analytical and judgement skills
- Naturally positive and engaged person.
- Upbeat, solutions-oriented, and love achieving results and contributing to the team
- Polished and professional with a strong work ethic
- Pays close attention to detail, ensuring all documentation, spelling, grammar and other information is accurate
- Excellent follow-up skills
**Job Types**: Full-time, Permanent
**Salary**: From $45,000.00 per year
**Benefits**:
- Dental care
- Extended health care
- On-site parking
- Paid time off
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
**Experience**:
- Administrative: 2 years (required)
Work Location: Hybrid remote in Kingston, ON K7M 7P6
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