Office Administrator (Insurance & Financial Services) - French Reading Comprehension Required
Financial Horizons
- Kitchener, ON
- Permanent
- Full-time
- 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
- 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, 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
- College diploma, University degree, or equivalent experience
- French reading comprehension required
- Industry courses would be an asset
- 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
- 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
- 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