Individual Financial Services Coordinator

1 day ago

Winnipeg, 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 provide administrative support to our Individual Financial Services team.

**The Individual Financial Services Coordinator will**:

- Prepare new sales documents for various insurance carriers for the Individual Financial Services team and coordinate completion of documents by clients

- Maintain client file notes for all transactions and interactions for individual clients

- Monitor and follow-up on outstanding forms for individual financial service transactions

- Coordinate withdrawal requests with Group Retirement insurance carriers

- Support the Individual Financial Services team with various client communication monitoring and campaigns

**To be Successful as an Individual Financial Services Coordinator with Life Benefit Solutions you will need**:

- 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

- The ability to work independently and take initiative, being a proactive self-starter with a positive attitude

- To be comfortable working in a fast-paced, dynamic environment

- Team engagement and responsiveness with our clients and partners

- Proficiency with the MS Office suite of products

- Experience in individual financial services is considered an asset, but not required

**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 and collaborating alongside our existing team of experts

- Employee benefit and retirement programs are provided

- Competitive compensation

- A fun, flexible, and productive work environment

Life Benefits Solutions, a division of People Corporation, is a Group Insurance & Retirement Broker servicing Indigenous employers across Canada. We specialize in designing programs that support the unique needs of Indigenous and non-Indigenous employees and employers.

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