Are you looking for a career and not just another job? Do you see yourself as a strong communicator? Are you someone that loves to stay organized? Is going the extra mile for your clients something you take pride in?
If 'yes' is the only answer that comes to mind, then you could be the next Office Administrator to join the FH family! This is an entry level position with lots of room to grow within the organization. Curious, and want to know more? Keep reading to see if this position is the one for you!
Note: This role requires French reading comprehension. Being fully bilingual in French and English is an asset.
What will you be doing in this role?
Reception
Office reception for guests, carrier representatives and advisors
Provide customer service to both clients and advisors via telephone, email, or in person
Manage centralized email communication and distribution
Maintain the cleanliness of common areas, such as reception and mailroom
Mailroom
Assist and back up to mailroom duties to include prepare incoming and outgoing mail for distribution in a corporate centralized environment
Organize and file advisor information including policies, mail and transaction confirmations at high volumes
Order and maintain sufficient office supplies
Scanning and Digitizing
Scanning, digitizing, and emailing of various documentation at high volumes
Uploading and saving scanned documents to shared folders
Organize and file documents separated by urgent and non-urgent items
Filing documents into the appropriate branch folders for processing
Review back office system as required to confirm advisors information and ensure delivery to proper branch
Sending advisor notices through the advisor portal (BSA)
Performing periodic quality checks
What qualifications are required?
College diploma, University degree, or equivalent experience
French reading comprehension required
Industry courses would be an asset
What competencies are required?
Service oriented
Self-starter and self-motivated
Time management skills in a fast paced environment with tight deadlines
Communication skills (verbal and written)
Attention to detail and follow through
Organizational skills
Teamwork
Interpersonal skills
Adaptable
What should your experience look like?
Proven experience in insurance/financial services industry
Proven experience in customer service
Proven experience in general administrative duties and office environment
Proven experience with Microsoft programs such as Word, Excel and Outlook
Experience in WealthServ an asset Professional/Technical
Benefits & Perks
As a member of the FH family you can expect a professional yet engaging, supportive and family like environment - our company started with 4 employees! An organization that lives and breathes its DRIVER Values.
These are some of the benefits we provide:
3 weeks of paid vacation
Excellent Group Benefits plan
Group Retirement Plan with employer matching
Flexible and supportive Personal Days for employee or family illness, emergency etc
Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
Wellness Credit program
Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development
Who are we?
Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada. We are headquartered in Kitchener, Ontario, and have a national presence with offices across the country. There is a lot more to us under the 'Our Story' section, but we're trying to keep it short here. If you've read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application! :)