office administrator
Posted on
June 25, 2024
by
Employer details
Oasis Wealth Design Group Incorporated
Job details
*Purpose of the Role:*
As an *Office Administrator*, you possess a keen eye for detail and a passion for supporting internal stakeholders, clients, and insurance carriers. You prioritize tasks in a fast-paced, deadline-driven environment while maintaining a professional demeanour.
*Core Responsibilities:*
* Deliver first-class, personalized service and solutions to both clients and the Advisory Team.
* Organize and follow up on all office client service items related to investment accounts (PAC changes, banking, address updates, etc.).
* Handle front-line administration for all client calls and requests.
* Keep the office calendar optimized for availability.
* Perform basic data entry and bookkeeping tasks.
* Manage the CRM system (Maximizer) with a focus on updates and optimization.
* Undertake other relevant responsibilities as assigned, adapting to the changing needs of the organization.
* Track insurance applications and underwriting process from start to finish.
* Facilitate in-force policy changes such as ownership changes, beneficiary updates, policy cancellations, and exchanges.
* Coordinate with insurance carriers to obtain in-force illustrations.
* Gather and maintain insurance carrier forms, creating an initial catalogue and updating it as carrier requirements change, while communicating these changes to the Advisory Team.
* Escalate client requests as necessary.
* Create and maintain a New Business checklist, updating and communicating changes as necessary.
* Coordinate and facilitate client appreciation events and gifts throughout the year.
*Required Skills & Qualifications:*
* 5+ years of relevant experience in a client-facing role at a wealth/insurance management firm, with exposure to investment, financial planning, and insurance planning.
* Life License Qualification Program (LLQP) certification an asset but not required.
* Excellent written and verbal communication skills.
* Excel at complex tasks requiring attention to detail.
* Deliver high-quality work while managing competing priorities and deadlines.
* Maintain a client-centric attitude.
* Adapt to and embrace change in a high-growth organization.
* Proactive, resourceful, and self-motivated.
* Analytical and solutions-oriented mindset.
* Strong interpersonal and relationship management skills, fostering trust-based connections with clients and colleagues.
Position is currently in office with future options for a virtual/hybrid model.
Job Types: Full-time, Permanent
Pay: $23.00-$27.00 per hour
Expected hours: 25 ? 30 per week
Benefits:
* Extended health care
* Paid time off
Flexible Language Requirement:
* French not required
Schedule:
* Day shift
* Monday to Friday
* No weekends
Supplemental pay types:
* Bonus pay
Education:
* Secondary School (required)
Language:
* English (required)
Work Location: In person
Expected start date: 2024-07-29
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LocationGuelph, ON
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Salary$23.00 to $27.00HOUR hourly
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Terms of employment
Permanent employmentFull time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
indeed.com
#9337540678
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