Processing Administrator – Investment Products (Flexible Work Arrangement)

at  Financial Horizons Group

Are you a strong communicator with service oriented skills? Do you have a tendency to look over documents ensuring everything is in its place? Has a career at an organization meant more to you than just a job?
If you’ve been nodding ‘yes’ to these questions as you read them, then you may be the next Processing Administrator at the FH family! Before applying, read a little more below and see if this role checks off a few more boxes for you.
Note: This role is supported by a flexible work arrangement.

WHAT QUALIFICATIONS ARE REQUIRED?

• College diploma, university degree, or equivalent experience
• Industry courses would be an asset
• Fluency in French is an asset

WHAT SHOULD YOUR EXPERIENCE LOOK LIKE?

• Proven experience in the insurance/financial services industry
• Proven experience in customer service
• Proven experience with Microsoft programs such as Word, Excel and Outlook
• Experience in WealthServ an asset
• Sound knowledge of investments and insurance products, as required

• Liaison between the advisor and insurance carrier
• Communicates effectively with colleagues, insurance carriers, advisors and clients
• Works extensively with back office systems, WealthServ, as well as insurance carrier websites
• Meet/exceed advisor SLAs (Service Level Agreements)
• Retrieve and maintain incoming email within the investment inbox
• Full scrubbing of received applications to ensure all required detail is included
• Communicates with advisors to obtain missing information and/or signatures required on investment applications
• Application entry into the WealthServ system
• Completes transactions/trades on WealthServ
• Email wire order confirmation to BOC for application submission
• Transfer follow ups Ongoing updates to ensure current data is captured in the WealthServ system
• Perform other duties as assigned