Description
Temporary Full Time
As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right timefor them.
Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.
Financial Horizons continues to operate independently in the marketplace.
Role description
The Office Administrator supports the mailroom function for our Kitchener National Office. This role is responsible for a variety of tasks that could include office reception for guests, general mailroom duties, and scanning, digitizing, uploading, and proper organizing of various documentation at high volumes.
The Office Administrator is required to be onsite 5/days per week. Temporary 12-month role.
What you will do
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 preparing 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 you will bring
French comprehension (reading and writing in french) is required
Completion of Secondary School, or equivalent
Experience in the insurance/financial services industry is an asset
Excellent customer service skills
Strong time management skills and ability to multi-task and prioritize work in a quick paced environment
Excellent organizational skills
High degree of accuracy and attention to detail
This position will be located in the Kitchner (Ontario) head office.
The base salary for this position is between $36,900 - $49,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life
We’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians.
Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Career Development : Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.
Health & Wellness: Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.
Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.
Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.
Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
Emphasis onCommunity :We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.
Learn moreaboutCanada Life .
We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact
[email protected]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted .
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