Office Administrator

7 days ago

Ottawa, Canada Financial Horizons Group Full time

Do you often get praise for being a strong communicator? Are you a service oriented individual that loves to stay organized? Do you get satisfaction in completing every piece of a puzzle?

Was that three yeses? If so, then you could be the next **Office Administrator & Inforce Specialist** to join the FH family Curious, and want to know more? Keep reading to see if this position is the one for you

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

- Office reception for guests, carrier representatives and advisors
- Sort and distribute all incoming and outgoing mail; organize and file advisor information including policies, mail and transaction confirmations at high volumes
- Order and maintain sufficient office supplies
- Liaison for service requests between building management and branch office
- Communicates effectively with colleagues, insurance carriers, advisors and clients
- Work extensively with back office system, WealthServ, as well as insurance carrier websites
- Liaison between the advisor and insurance carrier
- Responsible for maintaining an organized filing system for easy referral and retrieval
- Communicate with advisors for missing information
- Maintain regular communication and follow up between carriers and advisors throughout the inforce process
- Ensure advisors receive clear and consistent communication
- Update and maintain WealthServ system with current information and documentation at all times
- Meet/exceed SLAs (Service Level Agreements)
- Perform any other duties as assigned

**What qualifications are required?**:

- Post-Secondary degree or related work experience
- Sound knowledge of insurance products
- Industry courses would be an asset

**What competencies are required?**:

- Service oriented
- Self-starter and self-motivated
- Time management skills
- Verbal and written communication skills
- Attention to detail and follow through
- Organizational skills
- Teamwork and collaboration
- Interpersonal skills
- Adaptability

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

- Proven experience in insurance/financial services industry
- Proven experience in customer service
- Proven experience with Microsoft programs such as Word, Excel and Outlook
- Experience in WealthServ an asset

**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 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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