Administrative Coordinator

This is your opportunity to build your career with an organization where you can learn, grow and thrive both professionally and personally.

We are proud to be a small but mighty team empowering our employees to working collaboratively to provide the best service for our clients.

Primary Responsibilities :

• Support 2 Senior Advisors
• Calendar and travel management
• Credit card reconciliation
• Compare products scope and pricing using multiple option graphs, Power Point presentations, and excel worksheets
• Gather information on investment, market returns, investment progress and funds
• Ensure policies are correctly executed and filed
• Gather information on term renewal pricing, riders included in the contracts and various other relevant data
• Updating CE credits and memberships
• Manage CRM opportunities, leads and updating contact records
• Attend industry functions, such as association events and conferences as required
• Cultivate strong relationships and providing strong client support
• Meeting prep and documentation
• Manage hard copy and electronic filing systems
• Oversee office supplies
• Ad-hoc duties as required

Qualifications

• Business Administration Diploma and / or a minimum 5+ years administrative experience (preferably in the life insurance or financial services industry)
• Strong communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele
• Service oriented with strong relationship skills
• Ability to work independently and as part of a great team
• Ability to handle confidential information in a tactful and professional manner
• Proficient with MS Office (Microsoft Word, Excel, Outlook PowerPoint and TEAMS) and CRM (preferably Maximizer)
• Flexible and able to perform with minimal direction
• Outstanding organizational, planning and prioritization skills with the ability to multi-task to manage / prioritize multiple projects simultaneously as required

We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.

Job Type : Full-time / On Site

Benefits :

• Company events
• Dental care
• Extended health care
• Paid time off
• RRSP match
• Vision care
Il y a 22 jours