Operations Administrator

3 days ago

Kingston, Canada Financial Horizons Group Full time

Are you someone that takes pride in going the extra mile for a client? Do you enjoy facilitating and building strong working relationships? Are you a self-starter that also relishes the opportunity to work and learn as part of a team?

If 'yes' is the only answer that comes to mind in reading those questions, then you may be the next **Operations Administrator** to join the FH family Curious and want to learn a little more about the role and our company? Then keep reading Your career at FH awaits...

**What will you be doing in this role?**:

- Prepare, update and maintain full client files and information in the CRM system
- Provide excellent customer service to both advisors and their clients, for a quality customer experience - so everyone has a good time
- Assist in preparing various advisor reports
- Provide client meeting preparation support, including required client portfolio updates
- Ensure accuracy of new policy documents for advisor delivery, as well as completed delivery requirements received and submitted to MGA
- Prepare life and living benefit insurance illustrations
- Participate in customer quality and continuous improvement projects as required - ideas are a good thing here at FH
- Perform other duties as assigned - because you are MORE than just your role

**What qualifications are required?**:

- Post-Secondary degree or related work experience
- Completion of Fellow Life Management Institute (FLMI) designation an asset
- Life and A&S license (LLQP) an asset

**What competencies are required?**:

- Self-starting and independent worker
- Adaptable to continuous change
- Interpersonal skills with an ability to build and maintain relationships
- Time management and organizational skills - manage multiple priorities/deadlines in a fast-paced environment
- Collaborative and team oriented
- Verbal and written communication skills

**What should your experience look like?**:

- Proven experience in insurance/financial services industry
- Proven experience in customer service
- Proven experience with Microsoft programs (Word, Excel, Outlook, Power Point)
- Experience with Goldmine or other CMR systems
- Extensive insurance and investment product knowledge
- Mutual Funds knowledge as required

**Benefits & Perks**:
As a member of the FH family, you can expect a professional yet engaging, supportive and family like environment - our company started with 4 employees An organization that lives and breathes its DRIVER Values.

These are some of the benefits we provide:

- 3 weeks of paid vacation
- Excellent Group Benefits plan
- Group Retirement Plan with employer matching
- Flexible and supportive Personal Days for employee or family illness, emergency etc
- Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
- Market leading Wellness Credit program
- Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

**Who are we?**:

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