Individual Financial Services Coordinator

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 assigned

What 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 products

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 & collaborating alongside our existing team of experts
• Employee benefit and retirement programs are provided
• Competitive compensation
• A fun, flexible and productive work environment

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.

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.