Individual Financial Services Coordinator
2 weeks ago
Job Description
We 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 working in a fast-paced, dynamic environment and be able to adapt to changing needs and priorities. The successful candidate will provide administrative support to the Senior Consultant, Individual Financial Services while playing a key role in business development.
The Individual Financial Services Coordinator will:
Manage schedules, including coordinating meetings and appointments, including virtual (video) appointments. Respond in a timely manner to client email, phone, and mail correspondence, including managing the Consultants and the department’s general inbox and responding to emails as needed. 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 drafting documents and presentations and conducting research. Participate in Business Development activities such as researching potential clients and assisting with marketing campaigns. Prepare client reports and account activities for client meetings. Provide support to both the Consultant’s and clients’ day-to-day requests and other general office duties as required, such as telephone invoices & office expenses. Manage all client documentation and ensure client document deficiencies promptly, efficiently and effectively. Participate in special projects/assignments; perform other duties as required
To be successful as a Individual Financial Services Coordinator with Coughlin & Associates, you will need:
1-3 years of previous experience in a similar role Post-Secondary education Excellent communication skills, both written and verbal, with Bi-lingual highly desirable Proficiency in Microsoft Office Suite Experience in business development and client services Strong attention to detail and ability to multitask Strong interpersonal skills and ability to deal effectively with a variety of clients Excellent problem-solving & decision-making skills Ability to work independently and take initiative. Comfortable working in a fast-paced, dynamic environment Be a proactive self-starter with a positive attitude Experience within the financial services industry is an asset. • Successful completion of the LLQP (Life License Qualification Program) is a bonus
What's in it for you:
Learn by working alongside our expertsExtended health care and dental benefits
A retirement savings plan with company contributions
A suite of Health & Wellness offerings
Mental Health programs and support for you and your family
Assistance for the completion of industry designations
Competitive compensation
At 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.
About Coughlin & Associates Ltd.:
Across the country, thousands of Canadians rely on Coughlin & Associates Ltd. to design and administer their group medical, dental, disability, life insurance and pension benefits. Coughlin is a full-service benefits consultant and third party administrator. Our services include:
Group benefits consulting and plan marketingPlan administration and correspondence
Claims adjudication and payment
Established in 1958, Coughlin & Associates Ltd. provides services to some of Canada’s most respected companies, unions and public service organizations
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.
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