Individual Financial Services Coordinator
4 days ago
Job Description
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.
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 Life Benefit Solutions by providing administrative support to our Individual Financial Services team.
** Indigenous candidates are encouraged to self-declare in your cover letter.**
What you will do:
Assist in the preparation of existing and new client documents for various insurance carriers for the Individual Financial Services team Respond in a timely manner to client email, phone, and mail correspondence Preparation of withdrawal paperwork for members within our group retirement programs Group retirement plan death claims administration support Request information and documentation from clients and ensure all incoming documents are in good order (i.e., cheques, faxes, emails, client paperwork) 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 assignedWhat 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 productsWhat’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 environmentAt People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
-
Individual Financial Services Coordinator
1 week ago
Winnipeg, Canada People Corporation Full timeWe are seeking a Individual Financial Services Coordinator to join our Coughlin team in Winnipeg . The ideal candidate will have 1-3 years of experience in a similar role and industry, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate should also be comfortable...
-
Individual Financial Services Coordinator
6 days ago
Winnipeg, Canada People Corporation Full timeWe are seeking a Individual Financial Services Coordinator to join our Coughlin team in Winnipeg . The ideal candidate will have 1-3 years of experience in a similar role and industry, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate should also be comfortable...
-
Individual Financial Services Administrator
4 weeks ago
Winnipeg, Canada People Corporation Full timeWe are seeking a Individual Financial Services Administrator to join our Coughlin team in Winnipeg. **The Individual Financial Services Administrator will**: - Manage schedules, including coordinating meetings and appointments, including virtual (video) appointments. - Perform other administrative tasks as needed, such as drafting documents and...
-
Financial Services Representative
4 weeks ago
Winnipeg, Canada Alpha Financial Services. Full timeJob Summary We are a rapidly growing financial brokerage expanding in Winnipeg, and now expanding in Winnipeg Manitoba and Montreal. We are currently looking to bring on-board Financial Service Representative and Financial Planners to our positive and upbeat work environment. Financial Service Representatives provide clients with advice on financial...
-
Coordinator of Financial Services
4 weeks ago
Winnipeg, Canada City of Winnipeg Full timeUnder the general direction of the Assistant Controller - Community Services, the Coordinator of Financial Services is responsible for planning, coordinating and compliance of all financial aspects relating to his/her assigned divisions within the Community Services department. The emphasis is on providing timely, independent, and objective financial...
-
Financial Services Coordinator
4 weeks ago
Winnipeg, Canada Lawton Partners Wealth Management Full time**Career Opportunity - Financial Services Coordinator** We are seeking a bright, energetic individual to join our growing Wealth Management practice. Our team atmosphere thrives on collaboration and holistic approach to financial planning. This role is relationship driven, with team members serving as a conduit for successful planning with the families and...
-
Financial Services Representative
1 month ago
Winnipeg, Canada AAR Financial Full timeWe are looking for a self motivated,organized individual to assist our credit department in handling files related to customers who have made assignments in bankruptcy or consumer proposals. Your responsibilities would include: - assisting in the processing and organizing of customer files where an assignment in bankruptcy or consumer proposal has been...
-
Communications Coordinator
3 weeks ago
Winnipeg, Canada Manitoba Financial Services Agency Full timeThe Manitoba Securities Commission, a division of the Manitoba Financial Services Agency, is seeking to fill the vacancy of position of Communications Coordinator. The Manitoba Securities Commission acts in the public interest to protect Manitoba consumers of financial products (investments, real estate, insurance, credit unions and pensions) while...
-
Financial Services Manager
2 weeks ago
Winnipeg, Canada AAR Financial Inc. Full timeEducation: - Expérience: **Education**: - Secondary (high) school graduation certificate **Tasks**: - Evaluate daily operations - Identifying and investigating compliance issues - Plan and control budget and expenditures - Plan and organize daily operations - Hire, train, direct and motivate staff - Establish and implement policies and procedures for...
-
financial services manager
2 weeks ago
Winnipeg, Canada AAR Financial Inc. Full timeEducation: Secondary (high) school graduation certificateExperience: 1 year to less than 2 yearsTasksEvaluate daily operations Identifying and investigating compliance issuesPlan and control budget and expendituresPlan and organize daily operationsHire, train, direct and motivate staffEstablish and implement policies and procedures for accounting and...
-
financial services manager
2 weeks ago
Winnipeg, Canada AAR Financial Inc. Full timeEducation: Expérience: EducationSecondary (high) school graduation certificateTasksEvaluate daily operations Identifying and investigating compliance issuesPlan and control budget and expendituresPlan and organize daily operationsHire, train, direct and motivate staffEstablish and implement policies and procedures for accounting and financial...
-
Coordinator of Financial Planning
4 weeks ago
Winnipeg, Canada City of Winnipeg Full timeUnder the general direction of the Manager of Finance (Campus Departments), the Coordinator of Financial Planning & Services is responsible for planning, coordinating and compliance of all financial aspects relating to their assigned Departments in accordance with the controllership function and the centralized campus controllership operation. The emphasis...
-
Financial Accountant
1 month ago
Winnipeg, Canada LP Financial Services Full timeCompany DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...
-
Financial Accountant
1 week ago
Winnipeg, Canada LP Financial Services Full timeCompany Description LP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow...
-
Financial Accountant
6 days ago
Winnipeg, Canada LP Financial Services Full timeCompany Description LP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow...
-
Financial Accountant
1 month ago
Winnipeg, Manitoba, Canada LP Financial Services Full timeCompany DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...
-
Financial Service Representative
3 weeks ago
Winnipeg, Canada AAR Financial Full timeMeet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. - Research and evaluate the loan applicant’s financial status, references, credit history, and ability to repay the loan. - Maintain an active knowledge of loan products including continuous training on those products. - Utilize professional...
-
Financial Service Representative
2 weeks ago
Winnipeg, Canada AAR Financial Full timeAAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in-house training for all positions as well as incentive/benefits packages! **Summary** Responsible for providing exceptional customer service and promoting the business of AAR **Main Responsibilities** - Maintain absolute...
-
Financial Counsellor
4 weeks ago
Winnipeg, Canada Community Financial Counselling Services Full time**Title: Financial Counsellor** Community Financial Counselling Services (CFCS) is a non-profit United Way Agency that provides counselling to Manitobans who are experiencing difficulty and/or barriers to service. CFCS utilizes a Financial Empowerment model of poverty reduction in providing coaching, counselling, financial literacy/counselling, tax...
-
Financial Accountant
2 weeks ago
Winnipeg, Manitoba, Canada LP Financial Services Full timeJob DescriptionReporting to the Chief Financial Officer, the Financial Accountant supports the LP Team to ensure the accurate and efficient execution of the financial reporting processes.Perform day-to-day accounting activities, including accounts payable, invoicing, accounts receivable, and daily trust account settlements;Prepare month-end closing...
