Office Administrator (Insurance & Financial Services)

at  Financial Horizons Group

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!

WHAT QUALIFICATIONS ARE REQUIRED?

• College diploma, University degree, or equivalent experience
• Industry courses would be an asset

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

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