Processing Administrator – Investment Products (Flexible Work Arrangement)

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 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?

Service oriented

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

Customer service

Organizational skills

Teamwork, collaboration, and interpersonal skills

Adaptability

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! 🙂