Processing Administrator – Investment Products (Flexible Work Arrangement) Job in Calgary, AB at Financial Horizons Group –
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 will you be doing in this role?
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
What qualifications are required?
College diploma, university degree, or equivalent experience
Industry courses would be an asset
Bilingual in French and English is an asset
What competencies are required?
Self-starter and self-motivated
Time management skills
Ability to multi-task and prioritize work in a fast paced environment
Verbal and written communication skills
Attention to detail
Teamwork, collaboration, and interpersonal skills
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
Benefits & Perks – As a member of the FH family you can expect:
A professional yet engaging, supportive and family like environment – our company started with 4 employees! An organization that lives and breathes its DRIVER Values.
These are some of the benefits we provide:
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
Market leading 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
Who are we?
Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada. We are headquartered in Kitchener, Ontario, and have a national presence with offices right across the country. There is a lot more to us under the ‘Our Story’ section, but we’re trying to keep it short here. If you’ve read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application! 🙂
About the Company
Company: Financial Horizons Group –
Company Location: Calgary, AB