My Insurance Recruiter Inc
Location
Vaughan, ON | Canada
Job description
The successful candidate will be responsible for providing administrative support to a dynamic team of Financial Advisors and Licensed Assistants in servicing a very active book of business. The successful candidate must be highly motivated and have the ability to work in a fast-paced environment. They will be part of a team whose core objective is to maintain a high level of professionalism while exceeding expectations at each client interaction.
By joining the team, you will become part of a rapidly, still-growing company that offers extensive training and frontline knowledge of the overall investment and insurance industry. They offer a competitive, salary-based, compensation package including group health and retirement benefits, as well as future advancement opportunities within our organization. Choose a career with our Client and take the first step toward creating a future that combines a diverse and challenging work environment with financial security and satisfaction.
Essential Job Responsibilities
Investments
Perform daily trade audit, including review of paperwork for completeness
Manage abeyances and follow-ups with fund companies to confirm accuracy of transactions and
resolve discrepancies
Daily fax/upload of all processed paperwork to head office server and branch manager’s office
File client documentation and communication while maintaining compliance requirements
Correspond with clients
Help to ensure compliance standards are met within the office structure
Prepare and review reports for client presentation or in-office use
Accurate data entry of client information
Trade processing on Univeris as needed
Assist in preparing client paperwork as needed
Other administrative duties such as printing, photocopying and scanning of documents
General Office Duties
Assist with planning and organizing Company's corporate and charity events throughout the year
Arrange meetings and seminars
Sort and distribute incoming mail
Point person to maintain working order of office photocopier/printer
Manage office supplies inventory
Organize and re-order stock of promotional items, as well as source new items
Digitize client files as we move to a paperless office
Special projects, as required
Qualifications & Experience
University degree preferred
One year of financial industry experience is an asset
IFIC or CSC registration or completion is an asset
Event planning experience is helpful
Skill Sets Required
Self-motivation with ability to problem-solve with limited supervision
Effective verbal and written communication skills
Excellent organizational and time management skills
Flexibility to work in a fast-paced and dynamic environment and adapt to changing priorities
Ability to work both independently or collaboratively with co-workers and external partners
Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint
Accurate data entry skills with strong attention to detailPersonal Attributes
Able to maintain strict confidentiality
Demonstrate a strong work ethic
Be honest and trustworthy
Be respectful of clients, co-workers and Management
Contact me for more details [email protected]Job tags
Salary
