Individual Investments Support Specialist

at  TIPI Group of Companies

THE OPPORTUNITY

TIPI Insurance Partners is looking for a highly organized and motivated Individual Investments Support Specialist to join our team. If you thrive in a fast-paced, collaborative environment and are passionate about administrative support in the insurance industry, this could be the perfect role for you. You will play a key role in managing client accounts, assisting with documentation, and supporting individual account executives. With a clear path for growth, this position offers opportunities to develop your skills and advance toward becoming a licensed Account Executive specializing in individual investment products.

YOUR SKILLS

• Detail-oriented with the ability to manage multiple tasks and priorities
• Strong organizational and communication skills
• A natural relationship builder
• Knowledgeable of Indigenous Culture and Communities
• Knowledge in Individual Investment Products is an asset

YOUR IDEAL QUALIFICATIONS

• You are a team player, client focused and willing to try new things.
• You have experience working with client documentation, data entry, and handling sensitive information with confidentiality.

• Pre-fill and review individual investment forms to ensure accuracy and completeness of client information.
• Proactively follow up with clients to gather missing documentation and provide updates on account status.
• Collaborate with individual account executives to ensure efficient account management and smooth processing.
• Handle client inquiries related to individual investments and products, both via phone and email.
• Assist in resolving discrepancies in investment accounts and work with clients and account executives to reconcile issues.
• Identify and implement process improvements to streamline documentation and enhance client communication.